Member of leadership team for $3.6b RIA. Responsible for operations of the firm. Direct management of client service, operations, technology, compliance and business functions.Led firmwide projects including new technology integration, client experience initiative, career pathing program, recruitment and compliance initiatives.Directed improvements to investment program for manager selection, due diligence and investment oversight

Strategic partner of Global Head of Delegated Investment Solutions, responsible for driving business priorities. Provide support and counsel to delegated leadership team and others throughout the business. Drive problem resolution and deal with day-to-day issues to enhance business results. Manage and support a portfolio of strategic projects, including acquisition, building and recruiting for new teams, creating and articulating new operating models, new technology initiative and other strategic projects. Work with Global Head of Delegated Investment Solutions and functional leaders on annual budget for $124m annual revenue business and colleague management for 200 plus member teamLed efficiency project resulting in 10% current cost reduction and 30% decrease in annual new spendCreated new client service model and built out and led US client support teamViewed as a proven leader and sought-after mentor after building strong relationships across the firm.

Member of the firm’s Management Committee; responsible for leading the relationship management, client reporting and firm-wide marketing effortsDesigned new client servicing effort, including a dedicated relationship management team and client reporting teamResponsible for select client accounts, earning direct praise and increasing the duration of challenged relationshipsUtilized a consultative approach, cultivating broad relationships to meet needs of field consultants, plan sponsor staffs and boards; leveraged this approach in team’s servicing planCreated and executed servicing plan for clients and consultants that included improved communication, new material and proactive outreachSuccessfully managed team budgets and all compensation and personnel decisions; provided input for other teams across the firm; reported on team and firm efforts at quarterly board meetings Led teams through a prolonged period of underperformance resulting in the retention of 86% of assets with bottom percentile short and mid-term performance Headed product launches and marketing campaigns for tactical credit and non-US equity strategiesCoached investment teams to improve strategy communication and client interactionDeveloped new risk management program to ensure investment teams manage portfolios consistent with strategy objectives and client expectations; member of the Risk CommitteeManaged marketing team through rebranding effort, resulting in positive feedback and improved market perceptionCoached junior team members on their roles, career growth and effective collaboration; supported senior members to better position them for success in current roles and career satisfaction

Senior relationship manager for client relations team. Responsible for meeting the needs of institutional clients and their consultants, including several of the firm’s largest institutional clients. Strategies encompassed US and non-US, fundamental growth and value equity, mathematical equity, fixed income and asset allocation. Acted as primary representative of company.Key member of client experience teams, spearheading efforts to improve interactions with clients Steered efforts to create and execute communication plans for consultants and clients, specific to current investment environmentsDirected team in creating and executing retention plan for strategies with prolonged underperformance resulting in retention of over 95% of at risk assetsImproved servicing efforts, implementing new service protocols derived from understanding of client needs and industry best practicesManaged and recruited new team membersExceeded retention and cross-sell goals in challenging markets and corporate environment through building strong relationships and prioritizing client needsTop performing revenue generator, responsible for over $1.5 million in new annual revenue from existing clients for the firm in 2011 and 2012

Maintained and strengthened assigned client relationships through proactive and reactive consultative services. Developed new client relationships. Acted as a spokesperson for the company to introduce, position and market products and services. Managed day-to-day activity and needs of clients. Performed client compliance overviews, strategy reviews and finals presentations.Relationship manager for corporate, public, endowment/foundation and multi-employer clients Consistently exceeded goals for cross selling and client retentionInitiated asset allocation changes for clients, resulting in higher returnsCultivated relationships with consultants covering client base