Ian Perry Email and Phone Number

Ian is the Head of Business Management (Chief of Staff) for Wealth Management Solutions where he leads a global team of ~100. The WM Solutions organization is responsible for $2.5T+ in assets and $15B in annual revenue across the Global Private Bank and US Wealth Management businesses.Key responsibilities: - Partner with the Solutions CEO and management team to define strategic priorities and execute on key initiatives across a product suite that includes discretionary… Show more Ian is the Head of Business Management (Chief of Staff) for Wealth Management Solutions where he leads a global team of ~100. The WM Solutions organization is responsible for $2.5T+ in assets and $15B in annual revenue across the Global Private Bank and US Wealth Management businesses.Key responsibilities: - Partner with the Solutions CEO and management team to define strategic priorities and execute on key initiatives across a product suite that includes discretionary investments, alternative investments, brokerage sales and trading, lending, deposits, mortgages, trusts and estates, investment research and governance, and client service.- Work with front office leadership and local market management to expand the product offering and drive client flows across investment portfolios, banking, and credit products.- Responsible for the investment platform integration of key M&A targets including the First Republic broker-dealer and RIA businesses.- Represent the Solutions business for internal audits, ensuring proper policies and procedures, and regulatory interactions in partnership with Legal, Risk, Compliance, Controls, and Supervision.- Responsible for managing direct and indirect expenses related to the Solutions and Business Management organizations through headcount, real estate, and technology initiatives. Show less

- Lead a global team of 10 Business Managers across the US, Latin America, EMEA, and Asia.- Key partner to the IPB Head of Investments and Operating Committee in defining the strategic direction and growth opportunities for an investment platform used by 500 advisors across 20 global markets to serve clients residing in 80 countries.- Drove platform transformation with respect to data, client and advisor experience, digital investing, process reengineering, and new product innovation… Show more - Lead a global team of 10 Business Managers across the US, Latin America, EMEA, and Asia.- Key partner to the IPB Head of Investments and Operating Committee in defining the strategic direction and growth opportunities for an investment platform used by 500 advisors across 20 global markets to serve clients residing in 80 countries.- Drove platform transformation with respect to data, client and advisor experience, digital investing, process reengineering, and new product innovation through internal and external vendor capabilities.- Partnered with the IPB CEO to develop the strategy and product design for IPB's "Engage" advisory business including the operating model and value proposition, vendor reviews, and procuring funding for Engage through the IPB Operating Committee and WM Technology budgeting process. Show less

- Head of Risk Management for the Broker-Dealer and Registered Investment Advisor businesses comprised of 450 Financial Advisors across 12 U.S. offices.- Established an enterprise risk framework encompassing fiduciary, investment, operational, credit, and market risk to identify and manage issues emanating from business activities.- JPMA Operating Committee member, JPMA Risk Committee chair.

- Partnered with the WM Chief Risk Officer to oversee a 250-employee global organization.- Managed a team of ten across the US and Europe responsible for setting priorities, developing tactical and strategic goals, and executing on key projects to improve risk monitoring capabilities.- Central coordinator for regulatory exams, internal audits, and Operating Committee presentations.

- Responsible for investment risk oversight and governance of discretionary portfolios and specialized strategies on the Private Bank platform with $350B in assets under management.- Monitored market dynamics to quantify exposures to specific events and emerging risks.- Developed global frameworks including client suitability, product and client risk ranking, concentration limits, and cross border rules.

- Oversaw all aspects of a $3B Reg T and Reg U credit book.- Market risk oversight on $150B in U.S. and Latin America discretionary and brokerage assets.- Guided clients and Advisors on the legal limitations for public re-sales, purchases, venture capital distributions, and public offerings of restricted securities (i.e., Rule 144, Section 16).