Jillian Brady Email & Phone Number

Holmdel, Nj

• Oversee Implementation and Ongoing Projects through fruition, identify and socialize risks, successes with all stakeholders• Advisor to client base through the development of exceptional relationships with key decision makers and internal stakeholders, with Subject Matter Experts internally• Client AUM ranging from 250Million-3 Billion within the Top 50 PCT 100• Conduct Bi-Weekly to Quarterly Account Reviews to develop an understanding of the client’s needs, desired outcomes, and pain points• Monitor adoption, engagement, and health of each customer• Primary point of escalation for issues identified by the customer or proactively communicate known issues• Track technical escalation issues and monitor to ensure timely, accurate and positive resolutions • Engage with customers to identify churn-risk situations as well as growth opportunities • Partner with Sales team to communicate additional opportunities • Manage the coordination with sales, finance, marketing, legal, product and technical support groups with ongoing initiatives

Jersey City, Nj

• Develop strategic plans to grow the business across the account base. Plans included; expansion of features and customizations, contract renegotiations, architecture changes, upgrading service levels and adjusting for transaction volumes • Remain in touch with daily client engagements, operating as the executives sponsor for large implementations and billable work inclusive of Active Projects and the Project Management • Develop strategic relationships with Client Executives, often structuring internal processes / projects to drive results in high-impact or high-visibility areas• Prepare Monthly Metrics, SLA reporting and Health Scores Status for C- level leadership• Manage 65% of accounts with roughly 50% of total client revenue• Coordinate network changes with Information Networking, Infrastructure and Clients for transparency and testing purposes• Prepare weekly status report presentations including Metrics, Active Projects, System Defect/Data issues for client distribution and Executive management review

Red Bank, Nj

Implement and distribute Strategic Client weekly status reports of transactional activity and onboarding status for C-Level management Onboard new clients including, develop implementation project plans, build the Branded Partner platforms, train home office clients, oversee the implementation of new client data segments in to the White Label platformManage and lead a team of 7 account managersBuild internal and client facing project plans for client onboarding, data implementation and custom platform requestsEscalate client or account manager requests or issues in bi-weekly product meeting with product team and executive members

Lawrenceville, Nj

Managed High Net Worth strategic and platinum clients with AUM ranging from $900M to $80B and within Albridge’s Top 10 Clients by revenue and strategic management Delivered measurable Service Excellence moving strategic clients from a Red to Green status within 6 months of assignment (multiple client assignments)Reduced service request resolution time by 50% within 6 months for platinum clientsMonitored open issues to maintain Service Level Expectations and Agreements and manage client expectationsLead daily planning calls with Top Tier clients increasing transparency on priority issuesPrepared weekly reporting for ongoing project and steering meetings with client and internal partners; Presentation format became the standard for the Account Management teamDeveloped client-friendly project plans for data fixes and releases, including one that reduced processing time by 3 hours daily Hosted client on-site visits and attended client conferences participating in training sessions with audiences ranging from <10 to >50Coordinated Priority 1 issue management with global teams to ensure rapid restoration of servicePrepared C-Level management for client on-sites and quarterly management meetingsPlanned and documented roadmaps for customer deliverables Present client status reports at executive committee meetingsMentored new account managers

Albridge Solutions

Program and Account Management for most strategic and premier clientsDraft, publish (or review and approve) Documentation of Service and Delivery Standard Operating Procedures. Develop standard service models for ongoing product evolution and new product supportAssist in the QA efforts, document findingsPrimary internal and external escalation pointSME for internal associates at all levels of product supportIdentified as Emerging LeaderService Delivery LeadTechnical, tactical account management

Albridge Solutions

New Hire mentor; assisting in the training process and daily checklistsAnswer and respond to all support related inbound calls and emailsManage daily queues include service requests placed by Broker/Dealer, Advisors and their offices.Completed Yellow Belt for Six Sigma and Albridge Certification

Red Bank, Nj

Client Services and Data management at a Hedge Fund of Funds for +3 years. There, performed a similar service support role for major international and US investment banks and other financial institutions, and high net worth investors, AUM of 4 billion. Direct interaction with investment and management teams at Financial Insitutions - Onshore and Offshore banks, insurance carriers, claring firms. Tasks included providing performance figures and NAVs at scheduled times or as needed, collaborating in contract and operational tasks, building RFPs prior to submission and managing CRM (ACT!) software. As an internal user of a proprietary performance tool, QA’d bug fixes and enhancements for Performance Management software

Education record

Education record