Jill Marshall Email & Phone Number

Philadelphia, Pa, Us

Malvern, Pennsylvania, United States

I led a team managing relationships/accounts with over $25 million in assets, representing a $75 billion book of business, and influenced cross-functional leaders on strategies to elevate growth, customer experience, and operations. My focus was on deepening client relationships by understanding needs and aligning solutions. Highlights include:❱ Achieving aggressive goals to expand client-centric offers (e.g., cash management, fully paid lending, margin, private equity), transform the… Show more I led a team managing relationships/accounts with over $25 million in assets, representing a $75 billion book of business, and influenced cross-functional leaders on strategies to elevate growth, customer experience, and operations. My focus was on deepening client relationships by understanding needs and aligning solutions. Highlights include:❱ Achieving aggressive goals to expand client-centric offers (e.g., cash management, fully paid lending, margin, private equity), transform the digital user experience, and create a scalable service model for efficient growth. ❱ Exceeding asset consolidation goals by 100%.❱ Delivering same-day client issue resolution by structuring processes and eliminating communication gaps. ❱ Improving the department's ability to align solutions with client needs by refining tools, clarifying roles, and enabling data-driven decision-making, leading to surpassing growth goals by 10% amidst reorganization. Show less

Malvern, Pa

I led multiple teams nationwide through transformation and created programs to attract, develop, and retain top talent to manage client accounts, including leading a cross-site team of 35 and a Project Management Office. I also oversaw client relationships and hosted highly-rated client events to generate and expand business. Highlights include:❱ Driving 100% growth in assets by strategizing and creating a multi-year program to align employee strengths with an area of expertise.❱… Show more I led multiple teams nationwide through transformation and created programs to attract, develop, and retain top talent to manage client accounts, including leading a cross-site team of 35 and a Project Management Office. I also oversaw client relationships and hosted highly-rated client events to generate and expand business. Highlights include:❱ Driving 100% growth in assets by strategizing and creating a multi-year program to align employee strengths with an area of expertise.❱ Reversing a trend of high employee attrition and low client survey scores by championing a change in the account representative grade level and attracting/building a world-class team. ❱ Devising, building consensus around, and implementing a client-centric operating model that improved loyalty by 20 points within one year.❱ Partnering on a new single family office segment, from business case development to defining the service model and launching operations, quickly achieving positive ROI.❱ Reducing business and financial risk associated with client escalation and service recovery by devising a risk mitigation strategy focused on policy evolution. Show less

Malvern, Pa

I partnered with senior leaders to build consensus around key operating strategies and decisions and to prioritize investment management projects. I also conducted research and analysis to produce presentations for the CIO, delivered to Board members and clients. Highlights include:❱ Developing a business case and influencing buy-in on a new R&D department to drive product innovation and business growth with a client-centric approach.❱ Collaborating with HR to reorganize the… Show more I partnered with senior leaders to build consensus around key operating strategies and decisions and to prioritize investment management projects. I also conducted research and analysis to produce presentations for the CIO, delivered to Board members and clients. Highlights include:❱ Developing a business case and influencing buy-in on a new R&D department to drive product innovation and business growth with a client-centric approach.❱ Collaborating with HR to reorganize the 400-headcount Global Investment Management Group, creating new reporting structures and aligning talent with business needs and career development goals. Show less

Malvern, Pa

I was selected to lead a new department charged with amplifying collaboration amongst global investment teams, working closely with Heads of Investments, Risk, and Research on strategic vision and operational execution. Highlights include:❱ Implementing plans and achieving an 80% participation rate, significantly improving collaboration while reducing risk and enabling operational efficiencies. ❱ Evolving and restructuring the Investment Division to remove siloes, facilitating a… Show more I was selected to lead a new department charged with amplifying collaboration amongst global investment teams, working closely with Heads of Investments, Risk, and Research on strategic vision and operational execution. Highlights include:❱ Implementing plans and achieving an 80% participation rate, significantly improving collaboration while reducing risk and enabling operational efficiencies. ❱ Evolving and restructuring the Investment Division to remove siloes, facilitating a 24/7 follow-the-sun investment approach, developing analytical tools, and enhancing communication across teams and geographies. ❱ Sharpening vision into ROI and performance metrics for 100s of projects and leveraging analysis to influence future investment decisions. Show less

Malvern, Pa

I applied my analytical nature and strengths to contribute to Vanguard’s thought leadership on investing, the economy, and investment committee leadership styles. I also improved the ability of client-facing teams to align investments with client risk tolerances by creating a user-friendly asset allocation reference tool.

Bachelor Of Arts - Ba, Economics

Securities Industry And Financial Markets Certificate (Sifma), Investments And Securities