James Jacobs Email & Phone Number

Wherever The Client Is.

Management consultant specializing in operational strategy, change management, and reengineering. Highly experienced at the above as well as PMO and project management. In addition to assisting clients with operational strategy/processes, and technological integration managed change management, and redesigning the client experience.

New York City

The role was to develop relationships within capital markets, positioning us to offer our clients the most appropriate business solutions for their most pressing business problems. Leveraged technology and analytics solutions, Lean Six Sigma, reengineering and outsourcing. Project implementation capability was a required capability.• Covered 18 different accounts including the NYSE, Schwab and asset managers.• Established first ever “C” level relationships with various accounts.• Sold an array of products including asset management platforms, regulatory solutions, product and operational reengineering, outsourcing services for both operations and technology and procurement solutions.

Greater New York City Area

Responsible for client management, project delivery, and business development in the financial services industry covering all verticals. Managed strategy and operational projects for top names in banking, credit cards, insurance, market data services and pharmaceuticals. All clients were Fortune 500’s.• Reengineered customer service operations for a major credit card company driving savings of $28mm and providing a major boost to the company’s clients as shown through customer satisfaction surveys. In concert, designed and implemented change management requirements to fully enable the benefits of the project.• In market data services, I led the consulting relationship with Bloomberg, LLP. After 18 months of building trust, we were sole sourced a project, reengineering US operations. This was a $14mm project for PwCC that drove major improvements in data flows, data accuracy, speed of information to the end user and reducing operating costs over $6mm.• For a major credit card company, I ran the program management office driving savings of $80mm in the first year. The following year we drove further savings of $200mm.• During a 2-year period exceeded sales of $30mm through new client relationships developed by myself and my team.• Developed a rolling sales pipeline of $5-7mm per year.• Acquired a new pharmaceutical client through a senior relationship at the company. Functioned as the program lead across the relationship saving over $40mm in operating costs over 2 years driven by 4 projects using Lean Six Sigma.

Last position held was Division Head in charge of Sales and Operations for the retail brokerage subsidiary of American Express. Responsibilities included strategic development of sales and operational improvements as well as the day to day sales in service of our existing customers. Product base included core retail brokerage products as well as online trading. Managerial responsibility included approximately 70 personnel and a $12 million budget.During my tenure we developed and implemented the operating structure needed to support the business launch in May of 1996, inclusive of product flows, trade settlement as well as customer servicing and online trading.Designed the strategic point of arrival required to support the future needs of the business.

Master Of Business Administration (Mba), Finance And Accounting

Activities and Societies: Dean's student planning group

Bs, Business Administration