I have been a Non-Executive Director, Global Head and Managing Director with almost a decade of board level experience and particular expertise in the financial services and not-for-profit sectors. I have been taking a career break for the past two years, during which time I completed my AICD accreditation, and now I am highly motivated to begin my Non-Executive career. At a board level I work collaboratively with my peers, asking difficult questions with respect and purpose, always with the best interests of the organisation at heart. I understand people, and the huge impact they can have on an organisation (both positive and negative) subject to the way they are managed, mentored, and empowered. I have an extensive and comprehensive grasp of business transformation, both internationally and locally, as well as stakeholder management, government sales and relationships, customer service both in B2B and B2C environments, risk management, strategy development and implementation, and team leadership. A board level highlight was my role as Non-Executive Director at Employee Ownership Australia. In an executive capacity, I built a thirty year career at Computershare, holding various Senior Executive positions in the US, Canada, New Zealand and Australia. I have been involved in the most significant business transforming projects across the company's history, oversaw some of the largest listings in New Zealand, and was successful winning government contracts. I hold a Bachelor of Commerce from the University of NSW and am a graduate of AICD's Company Directors Course.
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DirectorJgm Advisory Services Pty LtdSydney, Nsw, Au
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Advisory Board MemberInaam Jun 2024 - PresentMelbourne, Victoria, AustraliaEnjoying lending my expertise and advice to this exciting start-up. -
DirectorJgm Advisory Services Pty Ltd Nov 2022 - PresentSydney, AustraliaJGM Advisory Services Pty Ltd is a consulting company offering advisory services in the financial services sector. • Providing advice regarding the Australian / New Zealand Investor Services market;• Providing advice regarding the global Employee and Executive Plan Managers market;• Audiences include: fund managers, hedge funds, and corporate investment advisors.
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Non Executive DirectorEmployee Ownership Australia Mar 2014 - Jun 2022Sydney, New South Wales, AustraliaEmployee Ownership Australia is a not-for-profit promoting employee share ownership in Australia.• Engaged in committees developing strategies to drive engagement, and influence government policy in reducing red tape for Employee Share Schemes, to promote wider use in Australian listed companies;• Analysed, synthesised and subsequently presented emerging trends in Employee Share Schemes across Australia and New Zealand at key forums;• Advocated for key legislative reforms, in particular the removal of cessation of employment as a taxing point for share scheme interests that are subject to deferred taxation and relaxation of rules dealing with offers of employee equity. -
Managing Director, Computershare Plan Managers (Anz)Computershare Jan 2014 - Oct 2021Sydney, AustraliaComputershare is a global business with a market cap in the billions providing employee equity plans, stakeholder communications, corporate governance, fund services, class action administration, deposit protection and mortgage servicing.• Managed a mature business with revenues of ~ $25M AUD, and staff of ~ 90 individuals across our sites in Sydney and Melbourne;• Maintained client book, ‘Assets under Administration’, and key staff in period of extreme competition from a new player in this area, whilst winning major clients such as South 32, and QBE;• Retained a commendable client retention rate of 97%+ p.a.;• Rolled out ability for employee share plan participants to sell their fully vested ordinary shares via our online portal, generating $1.5-2M revenue annually. -
Global Computershare Plan Managers Executive Team MemberComputershare 2019 - 2021• Developed and implemented an effective strategy for the growth and resilience of the Australia and New Zealand Plan Managers business;• Contributed to global Plan Managers strategy setting and execution, culminating in the ~ $500 million acquisition of Equatex (Swiss Executive and Share plan administration business);• Executed on strategy of continually growing ‘Assets under Administration’, building deferred income whilst integrating the Equatex acquisition. -
Regional Oceania Executive Team MemberComputershare 2011 - 2019• Developed resilience strategies of Computershare’s oldest and most mature regional location and identified new opportunities to drive revenue growth in difficult market. -
Managing Director, Computershare Investor Services New ZealandComputershare Jan 2011 - Dec 2014Auckland, New Zealand• Managed a business with revenues of ~ $20M AUD, and staff 70-80 in our Auckland office;• Protected clients from ‘Low Ball offers’ to shareholders from predatory participants;• Won the mandate from Treasury New Zealand to administer the State Owned Enterprise sales and subsequent listing of Mighty River Power, Meridian Energy, and Genesis Energy, whilst leading an extremely competent, engaged and diverse team;• Successfully won long term registry contracts for this group of companies. -
General Manager Corporate Services, Computershare Investor ServicesComputershare Aug 2009 - Dec 2011Melbourne, Australia• Managed the corporate services team of ~ 90 staff delivering services across 3 key areas; dividend payments, annual general meetings, and corporate actions;• Oversaw the successful Centralisation of the dividend and payments functions from 5 regional locations to our head office in Melbourne. -
Global Head, Statutory Meeting Services, Computershare Investor ServicesComputershare Aug 2007 - Jul 2009Melbourne, Australia• Coordinated best practises from all Computershare offices around the globe to ensure a consistent service model using the best and most up to date tools in the market. -
Senior Business Analyst / Business Transformation ManagerComputershare Jul 2005 - Jul 2007Greater Boston Area• Responsible for the successful integration of the Proxy / Annual and General Meeting functions and teams of the newly acquired Equiserve book of business into the Computershare model. Required the coordination of many and varied resources from the US, Canada and Australia. -
Business Analyst / Business Transformation ManagerComputershare Apr 2002 - Jun 2005Toronto, Canada Area -
Senior Relationship ManagerComputershare Jan 1997 - Mar 2002Sydney, Australia -
Various RolesComputershare Jun 1992 - Dec 1997Sydney, Australia
James Marshall Education Details
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Graduate, Company Directors Course -
Bachelor Of Commerce - Bcom
Frequently Asked Questions about James Marshall
What company does James Marshall work for?
James Marshall works for Jgm Advisory Services Pty Ltd
What is James Marshall's role at the current company?
James Marshall's current role is Director.
What schools did James Marshall attend?
James Marshall attended Australian Institute Of Company Directors, University Of New South Wales.
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James Marshall
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