Holly Manton, Cfp®, Chfc®, Clu® Email & Phone Number

San Diego, CA, US

Growth Technology and M&A Solutions

Dallas, Texas, US

• Established product strategy and vision, resulting in a 10% increase in technology NPS score over a year and a half.
• Built and mentored a first-rate product management, design, and platform management team, fostering a culture of collaboration and innovation.
• Guided the implementation of a digital, streamlined account opening solution, achieving record low paperwork processing errors of <6%.
• Oversaw the successful launch of a new firm-wide compensation system, providing customers with greater revenue insight capabilities.
• Managed the development and design of a new client portal resulting in increased end-client satisfaction and adoption.
• Established and maintained key technology strategic partnerships to ensure delightful technology experiences.

Dallas, Texas, US

• Served as an advisor to the President of Wealth Management, facilitating decision-making and executing strategic initiatives to achieve organizational goals.
• Served as Interim Head of Product Management, building customer-focused, delightful technology experiences.
• Facilitated Wealth Management strategy and vision with Senior and Executive Leadership Teams.
• Managed critical cross-functional projects, ensuring efficient execution and alignment with the organization's strategic priorities.
• Led the development of the financial professional focused Avantax Diversity, Equity, and Inclusion and scholarship program.
• Built high-impact board-level presentations

• Facilitated strategic growth conversations with Senior Leadership to identify key areas of growth. Resulted in year over year growth of 10%.
• Consulted Senior Leadership Team in the acquisition and integration of a new RIA platform resulting in an additional $20B in assets under management.
• Partnered with Broker/Dealer team to determine appropriate fee structure for the Advisory program.
• Analyzed statistical data to understand alternative investment sales to determine ideal product line-up

Dallas, Texas, US

• Strengthened firm relationships to attain a 100% retention rate and 7% revenue growth year over year.
• Achieved a 7% growth rate year over year.
• Implemented Strategic Partners Program that resulted in 1 successful transition and 3 established partnerships in less than 3 months

Irving, TX, US

Manage 165 of HD Vest top producers across the US with a rolling gross revenue over $275,000Promote sales ideas, analyze client cases, and develop recommendations and investment strategies through a proactive communication planDevelop marketing materials and sales campaigns with the Marketing and National Sales teamsCreated and manage a comprehensive.

Master Of Business Administration - Mba

Ba, Economics