James Danforth Email & Phone Number

Louisville, Ky, Us

Durham, North Carolina, United States

Led a global team of 10 that is responsible for chairing the monthly governance meetings with top clients that use our solutions on the post-trade side of the business. We also contribute to the quarterly executive level meetings that are more strategy based as it relates to both our client's business and FIS.Our focus remains on adding value to the overall relationship and working towards expanding what we currently track to determine overall relationship health. The focus right now is standardizing our approach, automating data and KPIs, and actively engaging the client to understand their needs to effectively execute on service initiatives.

Raleigh, North Carolina

I led a cross-functional team consisting of 7 Client Service Managers and 3 Client Service Specialists located around the US. Together we were responsible for managing the non-qualified deferred compensation plans for 134 institutional clients. We manage the relationship and work with key decision makers and executives from the company to execute the deferred compensation plan according to their objectives.Other primary responsibility included working with these stakeholders to understand overall relationship health. We would meet consistently to gauge how the plan was working against their stated objectives while using both internal and external data to understand if client objectives may have changed.Role also required knowledge and understanding of section 409A and how it applies to non-qualified deferred compensation plans. Often times we will have these conversations with plan sponsors as they look to make changes to their plan or if they are looking to add a contract to their current plan.

Tampa, Florida

Created and implemented formal procedures for rollover-ins, increasing resolution rate from 50% to 75% while targeting high value clients with minimum threshold of $100K.Effectively partnered with internal groups to evaluate business operations, tighten controls, and streamline procedures; reduced duplication of work and unnecessary transfer of work between groups.Coach, develop, and provide feedback a minimum of twice a month to complex care service representatives team.Successfully decreased FTC count from 32 to 23, exceeding required FTC give-backs to the 3-site business unit.

Tampa/St. Petersburg, Florida Area

Under guidance from Supervisor, coached and developed a team of 12 associates to enhance skill set, assist with career progression, and retain associates.Participated in Senior Helpline team responsible for training gaps and created supplemental educational materials to improve training sessions for new associates.

Tampa/St. Petersburg, Florida Area

I worked with participants to update their retirement accounts to match both short and long term investment strategies to meet their financial goals. We use the Consultative Client Interaction (CCI) model to help better understand needs and to also identify unstated needs.Plan liaison for one of our largest "at-risk" plans due to consistent high quality interactions. Part of team responsible for enhancing business relationship to keep client from leaving firm.Selected to take part in Senior Leadership Development ProgramResponsible for training of new hires in certain areas (Subject Matter Expert)

Jacksonville, Florida Area

Book entry and physical transfers of securities. Approve multi-million unit transactions through DTC to convert bonds from 144A to Reg S or vice versa. Work with internal and external clients to provide them required paperwork and forms to execute desired conversions. Responsible for balancing the books on securities we worked with which included over 2500 cusips.

Master Of Business Administration (Mba), Finance, General, 4.0

Activities and Societies: Delta Mu Delta for being in top 20% in my chosen program.

Bachelor Of Arts (B.A.), Sport Management