Jeff Studebaker Email & Phone Number

Kansas City, MO, US

Overland Park, Kansas, United States

• Promoted to Manager of the East region to assist with developing newer Implementation Consultants using my experience in the role as a guide on how to succeed at the position resulting in improved metrics across the.
• Currently Co-managing the West Implementation Consultants (31 associates with 12 direct reports) to ensure a high level of quality of service for our clients by providing one on one coaching, conducting weekly plan.
• Address escalations for Implementation Consultants by reaching out to advisors, TPAs, and clients as needed in addition to actively working with Implementation Consultants in these situations to correct issues.
• Lead the West Region in setting a positive attitude and acceptance of new processes and tasks to ensure teamwide adoption
• Previously a member of the Peoples Council representing the Overland Park, Kansas office to promote the location and people within Empower by recognizing different individuals and departments.

Overland Park, Kansas

• Responsible for the successful installation of transfer or start-up retirement plans as the primary contact for plan sponsors, financial advisors, TPAs and prior Recordkeepers.
• Oversee all aspects of the integration while tracking outstanding items, project plan milestones, unique plan requirements and product enhancements while providing weekly status updates to all internal and external.
• Normal workload includes fifteen to thirty-five plans in different stages of the ninety to one hundred twenty day integration project.
• Oversaw and managed converting thirty-seven plans with over $7B in assets and 57,000 participants from JPMorgan's book of business to the Empower Recordkeeping system.
• Met internally with Plan Set Up, Testing, and Executive Teams to address client concerns, data mapping, unique client requirements, and system restrictions.

Kansas City, Missouri Area

• Responsible for all client web customization including preparing websites for sales presentations, day to day content changes, web related enhancements and website look and feel changes.
• Involved in the successful implementation of several of DST's largest clients including: Lincoln, MassMutual, and T. Rowe Price.
• Identified and alleviated a bottleneck, significantly reducing the rate of errors and the standard turnaround for content change requests from one week to one business day.
• Identified by peers as a subject matter expert on the Participant and Plan Sponsor sites; often called upon by senior management to discuss web design, enhancements, and product releases.

• Prepared personalized recommendations for new clients while reviewing existing portfolio allocations to ensure continued validity through changing market conditions.
• Assisted in managing daily duties of adviser team by assigning emails, voicemails, and internal projects while providing regular feedback on quality of work through team meetings and reports.
• Idea originator and coordinator of several projects, including the new customer forum and website re-design.
• Regular contributor to the quarterly newsletter and company blog, which included topics later featured in Kiplinger’s and the Wall Street Journal.
• Ensure advisers continue to meet requirements set forth by the SEC by developing company policies, monitoring client communications, and identifying continuing education opportunities.

• Monitor brokerage transactions to guarantee continued compliance with company policies and FINRA regulations.
• Review adviser communications including emails and phone calls to identify and correct potential compliance issues.
• Deepen client relationships to increase retention of funds by providing personalized proactive, convenient and comprehensive service.
• Build strong relationships with recently separated Participants to assist in the rollover capture of funds with JP Morgan Invest IRA options.
• Proactively contact prospects and current clients to promote the company’s services, marketing initiatives, and build loyal relationships with the company’s targeted client base.

• Provide the highest level of customer service and product support by providing accurate and timely information on a full range of products and services through personalized one-on-one service.
• Assist participants with establishing retirement goals and then weighing transactions and account information relative to that goal.
• Consistently remained in the top third of the team responsible for enrolling and retaining participants in the Managed Account program.

• Manage daily activities for five Client Service Representatives by: distributing daily task and call lists; ensuring proper phone and emailing procedures; and facilitating daily meetings.
• Control all aspects of development of sales promotions including: calling cards; Business Journal advertisements; mass mailings; and web site promotions.
• Implemented a new client service database tool to assist in tracking current clients, increasing client retention to its highest levels in five years.
• Work with CEO and other departmental managers to develop the corporate strategy and ensure company-wide implementation of procedures to reach long term goals.