Jeffrey Devlin Email & Phone Number

Caldwell, NJ, US

New York, New York, US

• Manage organization-wide risk governance and oversight for Investment Advisors Act & 12 CFR Part 9: Fiduciary Activities of National Banks team.
• Reduce and remove known control deficiencies. Continually evaluated businesses, products, services, and activities for presence or absence of risk. Established a firm-wide governance program to monitor and report on.
• Partner with global Citigroup executives and teams to build out the Investment Advisers Act & 12 CFR Part 9: Fiduciary Activities of National Banks Office.
• Evaluate and assess effectiveness of the current control framework and identified opportunities for refinement and improvement.
• Develop and operate governance structures to support oversight of compliance with Investment Advisers Act & 12 CFR Part 9: Fiduciary Activities of National Banks.

Santa Clara, CA, US

• Oversaw the merger of three disparate investment businesses and build new Wealth Product & Operations Division.
• Managed the development, implementation, and adoption of scalable operating models, standardized processes, enterprise technology solutions, and governance structures. Led strategy, planning, implementation, and.
• Led an 66% decrease to new client processing time. Negotiated with external vendors and internal partners.
• Managed a 30% growth in AUM (Assets Under Management) through staff development. Developed strategy, assessed team skill set, and built the right talent balance through recruiting, training, mentoring, and coaching.
• Won a 35% reduction in processing time for the reconciliation lifecycle by leading team on process restructuring.

New York, New York, US

• Grew business 463% ($27B to $125B) in seven years. Led premier wealth management group operations supporting ultra-high net worth (UHNW) and high net worth (HNW) clients across North America, Asia Pacific, and Europe.
• Expanded Office of the COO by 45% in first six months of leadership by defining strategy and objectives, communicating vision, and building teams, processes, procedures, policies, and technological infrastructure on a.
• Achieved 80% improvement in processing time for publishing portfolio composite returns, 40% improvement for reconciliations, and 60% improvement in account openings. Managed a 90% decrease in pre-trade and post-trade.
• Accomplished 100% defect free results from SEC, OCC, and FINRA reviews, and 12 internal audits. Integrated 48 critical control tests. Led and implemented large scale regulatory projects to comply with Dodd Frank.

New York, New York, US

• Led delivery of investment services. Redefined strategy to emphasize client advocacy, sales, and risk management. Increased client service offerings through innovation and process reengineering. Established strong.
• 90% reduction in annual loss on fund transfers. 66% decrease in fund transfer processing time, with lower risk and improved client authentication and verification.
• Increased incremental AUM $8B by training, mentoring, and developing sales team. Launched cross-selling strategy.
• Grew AUM $40M by developing and implementing relationship building strategy with niche clientele.

New York, New York, US

• Led transformation of investment product sales cycle.
• Achieved 87% reduction in processing time for account opening and 81% decrease in redundant funding; consolidated documentation requirements, enhanced verbal communications, and removed duplicative efforts.
• Trained, mentored, and developed single point-of-contact team for new accounts transaction processing, billing, and product/platform inquires for managed accounts, mutual funds, alternative investments, and brokerage.

US

Guided investment management administration for managed accounts and alternative investments, handling all stages of product lifecycle (market demands, IT trends, competitors) with 7 direct reports.* Launched 3 sub-advised alternative investment products, which produced $400M+.

New York, NY, US

Directed internal sales, service, operations, and portfolio administration for mutual fund and separately managed account program with internal and institutional distribution channels. Supervised team of 17.* Secured 55% FTE reduction and $6M in savings through consolidation and outsourcing of back office. * Structured new product launch that brought in.

New York City, New York, US

Jersey City, New Jersey, US

US