Jim Walsh Email & Phone Number

Kansas City, Missouri

Kansas City, Mo

Assigned to executive position following shift in corporate strategy, with identified need to closely manage key global accounts. Responsible for maintaining and expanding services and solutions for company's top international customers, representing approximately $200M in annual revenue. Ensure quality and full satisfaction within current accounts, cultivate and grow relationships, add additional services, and seek referral business opportunities. ✔ Increased incremental aggregate revenue by more than $22M in 2014 alone. ✔ Earned recognition with the DST "CEO Award" for a major deal closed in 2014. ✔ Maintain a portfolio of high caliber clients which are highly credible references for the company. ✔ Identified and solidified opportunity with existing client to create new business in Asian market. ✔ Executed position successfully resulting in the addition of four additional Global Relationship Managers.

Kansas City, Mo

Managed two product groups, Retirement Plan Solutions & Brokerage Solutions generating $75M in annual revenue, in addition to five mutual fund clients generating $120M in annual revenue. Oversaw the strategic direction of these groups and directly supported clients implementing them. Supervised 300 Business and Technical team members, handling full profit and loss and other operational aspects, ensuring strong performance and customer experience. ✔ Managed 25 Retirement Plan providers successfully, spanning 220K plans with 5M participants. ✔ Earned significant book of business in Retirement sector, converting 17K plans spanning 1.5M participants. ✔ Converted large book of brokerage sub-accounting business from industry leader comprised of 6M positions–the largest shift of its kind in industry history. ✔ Managed portfolio of Mutual Fund customers serving as extremely strong advocates for company.

Kansas City, Mo

Executed series of upward progressing roles within company. Tasked with handling very large and complex client representing 5M shareholders, 2.5 retirement plan participants, before earning management responsibilities over 130 Business and Technical team members. Contributed to the transition from outdated investment platform to a more marketable and modernized open investment architecture. Garnered consistently positive feedback from client.