Jayne K Witte, Cfp®, Aep® Email & Phone Number

Clarendon Hills, Il, Us

Overland Park, Ks, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

RMB is an investment management firm with $1.45B assets under management that provides financial wealth management services to ~900 HNW clients.I provided unparalleled customer service when I was promoted to serve as a trusted advisor to as maximum of 150 affluent and HNW clients with portfolios valued between $1M - $3M. I specialized in supplying personalized investment management advice while proficiently moving clients through the complete financial planning cycle. Select Highlights~ Utilized active listening skills to understand client concerns, determine needs, accurately diagnose problems, and respond with appropriate solutions.~ Maintained high client satisfaction and retention levels by cultivating and sustaining trust-based relationships, anticipating and swiftly addressing issues, and ensuring realization of financial goals.~ Modeled and evaluated various financial scenarios; formulated, composed, and presented creative, detailed financial plans based on unique client requirements, goals, and wealth management strategy.~ Maximized wealth management strategy implementation and opportunities—monitoring markets and adapting plans accordingly.~ Confidently, clearly, and cordially communicated and educated clients on complex market dynamics and investment planning concepts in easy-to-understand terms.

Chicago, Illinois, Us

In my initial role with RMB, I leveraged well-developed relationship development and project management strengths to assist two top-performing Wealth Advisors in maintaining client relationships and managing the largest books of business companywide.Select Highlights~ Partnered on efficiently settling all details of a multimillion-dollar estate for key client.~ Provided timely, accurate, and attentive administrative, financial planning, client service, and project implementation support for HNW client portfolios valued between $5M to $15M. ~ Participated in client/prospect meetings/calls; assembled, documented, organized, and synthesized personal and financial client information; updated wealth advisors.~ Ensured high-caliber data collection, analysis, interpretation, and compilation.~ Controlled quality of client-facing documentation; aided in preparation of engaging presentations.~ Coordinated delivery of a consistent and exceptional client experience by fostering strong partnerships with internal team and outside subject matter experts (SMEs), such as estate attorneys, trust administrators, custodians, accountants, and insurance agents.~ Demonstrated robust work ethic, accomplishing the work of three associates on a daily basis for five months due to two vacancies in associate positions. ~ Avidly researched and supplemented knowledge of wealth management and capital markets.

William Blair is an investment firm offering asset management, equity research, institutional and private brokerage, investment banking, and private capital to individual, institutions, and issuing clients.While with William Blair, I played an integral role in accelerating company growth through successful administration and implementation of 20+ project plans. The project management skills I utilized in this role included relationship building, requirements gathering, and expectation management with HNW and institutional client service managers.Select Highlights~ Enabled expansion of the investment management department’s book of business by assessing, identifying, and recommending the most suitable Client Relationship Management (CRM) system. ~ Drove strategic vision in defining optimal dynamic for a new client portfolio accounting system by analyzing more than 30,000 client-grouping structures. ~ Led team of six business analysts and developers in producing 50+ new client reports in accordance with redefined accounting system.~ Facilitated compliance with Internal Revenue Service (IRS) regulations for 2000+ accounts.

Accenture is a global management consulting, technology services, and outsourcing company employing 249,000+ personnel serving clients in 120+ countries.Early in my career, I supported the Accenture sales and implementation team in winning new client engagements with Fortune 500 industry leaders such as Microsoft, Best Buy, and the Royal Bank of Canada by providing subject matter expertise (SME) and delivering engaging presentations on state-of-the-art data governance practices.Select Highlights~ Conceptualized the go-to-market strategy blueprint for data governance and contributed strategic insight on researching and establishing a framework and principles to develop customized offerings.~ Excelled at developing project plans and overseeing multiple phases of complex projects.

Bachelor Of Science (Bs), Business And Information Systems

Associate Of Arts (Aa) With Highest Honors