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- 25+ years of global experience in both industry and management consulting- Consulted global, Financial Services firms as a Partner and Client Executive- Passionate about equity and equality through mentorship and ERG executive sponsorships- Led large and complex initiatives with financial services firms, specializing in customer experience strategy and execution, workforce transformation, operational transformation, and digital- Directly led Financial Advisors and national initiatives for a financial advisor channel- Formerly held FINRA Licenses: Series 4, 7, 24, 51, 66Specialties: Business Development and Sales, Strategy Development and (Most Importantly) Execution, Client and Advisor Experience, Digital Enablement, Flexible Operating Model Design, Leadership and Employee Ways of Working
Cordence
View- Website:
- cordenceworldwide.com
- Employees:
- 2433
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Global Managing DirectorCordenceAtlanta, Ga, Us
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Managing DirectorCordence Jan 2024 - PresentAtlanta, Georgia,, UsCordence Worldwide is a global network of truly connected consultancy firms with the ability to think and deliver together. The Cordence member firms are leading independent consultancies with a presence in the Americas, Asia-Pacific and Europe. Firms with shared values and varied specialist experience from across the globe work as a team to create innovative solutions and synergies with competitive advantage to help companies and public organizations get ahead of what’s next. The network consists of more than 5,000 consultants in 20 countries and over 60 offices. I am responsible for the development and execution of the Cordence strategy worldwide, helping each partner achieve their own goals and grow through the development of global connections within the partnership. I also lead the geographic and services expansion achieved through the joining of new member firms.
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Strategic Board AdvisorWillow Dec 2023 - PresentBoston, Massachusetts, UsWillow (trustwillow.com) is the leading wealthtech platform powering advisors' and firms' acquisition, growth, and retention with tomorrow's investors - Women, NextGen, and Underrepresented Groups. Through Willow's CERTIFIED ADVISOR FOR WOMEN™ and CERTIFIED ADVISOR FOR NEXTGEN™ programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. Willow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA®. Willow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor or Financial Life Coach. -
Partner / Wealth Management SmeNorth Highland Dec 2012 - Jan 2024Atlanta, Ga, UsLed the strategy for the Financial Services / Wealth and Asset Management practice. Responsible for (directly and indirectly) team of strategy consultants and industry experts who determine how to make innovation and transformation real for financial services firms. Responsible for growth of existing accounts and acquisition of new accounts, successful solution architecting and delivery of client engagements, and the integration of industry expertise with capabilities and offerings.Focus areas: Wealth Management, Institutional and Retail Retirement, Strategy Development and Articulation, Workforce Transformation, Operational Efficiency, Business Transformation, Behavioral Finance / SRI, Service Design Activation, Digital Solutions Integration, and Adoption of New Ways of Working -
Wealth Management And Retirement Subject Matter AdvisorNorth Highland Apr 2011 - Dec 2012Atlanta, Ga, UsWealth Management Subject Matter Advisor, specializing in Retirement Accumulation, Retirement Income, Financial Advisor effectiveness, Retail and Institutional products and business processes, operational best practices
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Wealth Management And Retirement ConsultantNorth Highland 2009 - Apr 2011Atlanta, Ga, UsSample engagements include: 1) consulting a leading wealth management firm regarding retirement services for the personal investor and small business owners. Areas of focus include strategy development, program execution and cross-departmental coordination of resources. 2) consulting C-level executives of a life and annuity company on strategic initiatives to drive retirement products and services for group plans, individuals, and companies. Areas of focus include strategy refinement, prioritization of roll-out, program execution, and establishment of enterprise PMO. 3) managing the development and implementation of advisor materials for the roll-out of enhanced financial planning tools for a national, financial planning firm. Areas of focus include program execution, management of cross-departmental resources, and content support.
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Region Director - EastAmeriprise Financial 2008 - 2009Minneapolis, Mn, UsConsulted Senior-level executives and Vice Presidents on development of business strategy, implementation strategies, and field sales force leadership development; territory spanned 11 states and 28 cities (1/3 of employee advisor offices). -
Branch ManagerAmeriprise Financial 2006 - 2008Minneapolis, Mn, UsLed all aspects of field sales force office, including advisor recruiting and interviewing, client acquisition, advisor productivity, human resources, compliance, and profitability; led 25+ advisors and staff.
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Region DirectorAmeriprise Financial 2002 - 2006Minneapolis, Mn, UsConsulted Senior-level executives and Vice Presidents on increasing advisor recruiting, advisor productivity, and advisor retention for both the employee advisor and independent advisor platforms; territory included 48 Vice Presidents, 86 Managers and over 3500 Financial Advisors.
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Senior Marketing Manager / Six Sigma BlackbeltAmeriprise Financial 1998 - 2002Minneapolis, Mn, Us
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Senior Business Analyst - Corporate Leadership Training ProgramDelta Air Lines 1996 - 1998Atlanta, Georgia, Us
Jill Jacques Skills
Jill Jacques Education Details
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Wake Forest University School Of BusinessMba -
Washington And Lee UniversityBusiness Administration
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Washington And Lee UniversityGeneral
Frequently Asked Questions about Jill Jacques
What company does Jill Jacques work for?
Jill Jacques works for Cordence
What is Jill Jacques's role at the current company?
Jill Jacques's current role is Global Managing Director.
What is Jill Jacques's email address?
Jill Jacques's email address is ji****@****ise.com
What is Jill Jacques's direct phone number?
Jill Jacques's direct phone number is +167862*****
What schools did Jill Jacques attend?
Jill Jacques attended Wake Forest University School Of Business, Washington And Lee University, Washington And Lee University.
What skills is Jill Jacques known for?
Jill Jacques has skills like Financial Services, Strategic Planning, Strategic Consulting, Team Leadership, Management Consulting, Retirement Planning, Wealth Management, Sales Management, Client Experience, Training, Business Process Improvement, Investments.
Who are Jill Jacques's colleagues?
Jill Jacques's colleagues are Dr. Uwe Michel, Jan Willem De Kleuver, Rachel Li, Madina Sahler, Nitisha Dhawan.
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