Jay Delaney Email & Phone Number

Boston, Ma, Us

• Lead a team of over 22 Financial Consultants with over 1B in assets in delivering sales management activities and successful financial performance. • Developing the sales and relationship skills within the team to drive investment performance consistent with the client objectives and ensuring delivery of integrated investment advice and portfolio management with all clients • Manage a strong talent needed at all levels to maximize quality and appropriately align talent to meet client needs. • Recruit, train, develop, retain team of Financial Professionals. Coach the team members to develop sales skills to increase market penetration and increase number of clients. Manage and motivate a team to achieve team revenue and sales targets. • Develop new and existing relationships with business partners to increase penetration of investment products throughout the footprint.

Providence, Rhode Island, Us

• Manage and operate consulting firm dedicated to assisting financial institutions, primarily banks and credit unions, in the development of short and long term business plans for distribution on investment products. This planning includes consulting on all business aspects such as, sales and revenue targeting, product offering, resource alignment, expense management, operational efficiencies, and compliance and regulatory oversight. • Provide expert advice and consultation on maximizing existing bank sales programs with specific focus on program integration, sales training, sales incentive plans and staffing. • Consulting and executing streamlined operational procedures and systems to maximize business processing procedures while minimizing operational expense• Consulting on regulatory and compliance infrastructure and oversight on all aspects of investment product distribution through banks and credit unions

Boston, Ma, Us

• Responsible for the overall management and strategic direction of the retail investment/insurance sales for Santander US retail branch network • Managed a group of over 200 financial consultants, 700 licensed bank employees and branch retail relationships for over 700 locations with the goal of increasing overall sales revenue and volume culminating in over 60 million in annual revenue and 2 billion in sales • Managed, developed and administered the internalization of Retail Investment operations, compliance and sales administration from a third party to an internally developed source• Successfully managed sales team to a diversification of their overall product sales, with increase specifically in recurring revenue, while maintaining both sales and revenue thresholds• Managed, administered and executed upon all company wide sales, product, training and operational initiatives

Boston, Ma, Us

• Manage daily relationship of third party vendors with emphasis on sales, operational integrity, compliance, training reporting, licensing, continuing education and commission processing• Responsible for all financial projections, budget, sales forecasting, compensation plans and monthly accounting and payments• Responsible for managing and increasing penetration of investment services (variable products, managed money) and insurance products (risk/savings – Annuities and Insurance) including launching of new products.• Oversees and leads all development, implementation and coordination of Investment Services & Insurance Product Strategy and Business Plan(s) including time to market, economic and financial implications and competitive landscape• Manages critical activities of the product including product delivery strategy, partner relationships and general product management. Leads and develops new product(s) and service(s) • Provide all level of sales and financial information, commission accounting and processing, as well as required analysis, to all areas of bank as needed.

Boston, Ma, Us

• Manage and administer the daily operations and administration associated with the growth and development of 80 billion dollar bank’s retail investment program to maximize revenue and reduce expense• Manage daily relationship of third party vendors with emphasis on sales, operational integrity, compliance, training reporting, licensing, continuing education and commission processing• Develop, create, administer and communicate program wide initiatives including intranet/internet system development, investment branch marketing programs, private label investment products, various sprints and other sales initiatives• Implement a wide array of operational improvement through program initiatives such as computer based account opening, new financial planning software, new product roll-outs and computer based continuing education system.

Boston, Ma, Us

• Manage the internalization of the retail investment sales and management staff from third party firm with goal of 100% retention achieved

• Manage daily operations of a top sized branch from sales to operations

Bachelor Of Science (B.S.)

High School