Joanna Compton Email & Phone Number

London, Gb

London, England, United Kingdom

Transitioned away from RFP to focus on leading the Client Relationship Management teams across different business channels in the UK. Responsible for managing 3 teams - the UK Institutional Client Relationship Management team, the UK Wholesale Client Relationship Management team and the UK Wholesale Platform and Data Reporting team - 10 direct reports.Strategic driver of delivering an exceptional client experience. No voluntary turnover in any teams under my leadership… Show more Transitioned away from RFP to focus on leading the Client Relationship Management teams across different business channels in the UK. Responsible for managing 3 teams - the UK Institutional Client Relationship Management team, the UK Wholesale Client Relationship Management team and the UK Wholesale Platform and Data Reporting team - 10 direct reports.Strategic driver of delivering an exceptional client experience. No voluntary turnover in any teams under my leadership for over 8 years. Able to perform an effective evaluation of processes and procedures, implementing enhancements as required. Experienced in strategically assessing resource utilisation to optimise efficiency, including restructuring. Responsible for proving effective guidance and mentorship to direct and indirect reports. Able to build strong relationships with key internal and external stakeholders. Show less

London, England, United Kingdom

Recognised as an exceptional people manager with no turnover in 6 years, was asked to lead the UK Wholesale Client Relationship Management team and UK Wholesale Client Services team, in addition to the UK & CE Wholesale RFP team. Ensured seamless oversight of processes and procedures, proactively implementing enhancements as required.Strategically evaluated resource utilisation to optimise efficiency, restructuring and making redundancies where necessary. Provided… Show more Recognised as an exceptional people manager with no turnover in 6 years, was asked to lead the UK Wholesale Client Relationship Management team and UK Wholesale Client Services team, in addition to the UK & CE Wholesale RFP team. Ensured seamless oversight of processes and procedures, proactively implementing enhancements as required.Strategically evaluated resource utilisation to optimise efficiency, restructuring and making redundancies where necessary. Provided effective guidance to direct and indirect reports. Managed relationships with key internal and external stakeholders. Show less

London, England, United Kingdom

Expanded remit to include leading the Wholesale RFP team in Europe. Responsible for the management and development of a team of 6 RFP Senior Managers based in London and Luxembourg. Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development… Show more Expanded remit to include leading the Wholesale RFP team in Europe. Responsible for the management and development of a team of 6 RFP Senior Managers based in London and Luxembourg. Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development programme for team members.Liaised with sales teams to fully understand the requirements of each request.Ensured documents meet all necessary compliance and regulatory requirements.Actively contributed to the ongoing improvement of RFP content, processes and systems.Have built a strong knowledge of the product range offered by the Wholesale business.Provided effective oversight of Wholesale RFP processes and procedures, implementing improvements where necessary.Fostered an environment which drives improved quality in existing responses, working with the database team and other regional RFP teams to share content globally.Managed relationships with key internal stakeholders, including senior management. Show less

London, United Kingdom

Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provide guidance and support to team members, including individual goal setting and timely completion of appraisals.Deliver an effective training and development programme for team members.Liaise with… Show more Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provide guidance and support to team members, including individual goal setting and timely completion of appraisals.Deliver an effective training and development programme for team members.Liaise with sales teams to fully understand the requirements of each request.Ensure documents meet all necessary compliance and regulatory requirements.Actively contribute to the ongoing improvement of RFP content, processes and systems.Have built a strong knowledge of the product range offered by the Wholesale business.Provide effective oversight of Wholesale RFP processes and procedures, implementing improvements where necessary.Foster an environment which drives improved quality in existing responses, working with the database team and other regional RFP teams to share content globally.Manage relationships with key internal stakeholders, including senior management. Show less

London

Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development programme for team members.Responded to… Show more Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development programme for team members.Responded to RFPs, DDQs and requests for regular updates relating to Fidelity’s UK Wholesale business.Liaised with sales teams to fully understand the requirements of each request.Crafted high quality documents, using centrally-sourced answers and, where necessary, obtaining additional answers from subject matter experts and tailoring these accordingly.Completed requests efficiently and in good time to meet client and internal service levels.Ensured documents met all necessary compliance and regulatory requirements. Actively contributed to the ongoing improvement of RFP content, processes and systems.Built a strong knowledge of the product range offered by the UK Wholesale business.Provided effective oversight of UK Wholesale RFP processes and procedures, implementing improvements where necessary.Fostered an environment which drove improved quality in existing responses, working with the database team and other regional RFP teams to share content globally.Managed relationships with key internal stakeholders, including senior management. Show less

London, United Kingdom

Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development programme for team members.Responded to… Show more Responsible for the management and development of a team of RFP Specialists based in London.Day-to-day prioritisation of the team’s workload.Ensured systems were maintained or developed to accurately report against objectives and key performance measures.Provided guidance and support to team members, including individual goal setting and timely completion of appraisals.Delivered an effective training and development programme for team members.Responded to RFPs, DDQs and requests for regular updates relating to Fidelity’s UK Wholesale business.Liaised with sales teams to fully understand the requirements of each request.Crafted high quality documents, using centrally-sourced answers and, where necessary, obtaining additional answers from subject matter experts and tailoring these accordingly.Completed requests efficiently and in good time to meet client and internal service levels.Ensured documents met all necessary compliance and regulatory requirements. Actively contributed to the ongoing improvement of RFP content, processes and systems.Built a strong knowledge of the product range offered by the UK Wholesale business.Provided effective oversight of UK Wholesale RFP processes and procedures, implementing improvements where necessary.Fostered an environment which drove improved quality in existing responses, working with the database team and other regional RFP teams to share content globally.Managed relationships with key internal stakeholders, including senior management. Show less

London

Completed RFPs, RFIs and DDQs to a very high standard across all asset classes.Reviewed and amended RFPs, RFIs and DDQs completed by other members of the team to ensure that standards were maintained and adhered to.Updated strategy asset under management breakdowns on a quarterly basis.Used Salesforce to monitor the team workload (both active and incoming), allocating new requests as necessary and logged details of any RFPs, RFIs and DDQs that had been completed for… Show more Completed RFPs, RFIs and DDQs to a very high standard across all asset classes.Reviewed and amended RFPs, RFIs and DDQs completed by other members of the team to ensure that standards were maintained and adhered to.Updated strategy asset under management breakdowns on a quarterly basis.Used Salesforce to monitor the team workload (both active and incoming), allocating new requests as necessary and logged details of any RFPs, RFIs and DDQs that had been completed for record retention purposes.Ownership of the shared team inbox which involved the distribution of ad-hoc queries to the appropriate team member and maintenance of folders.Provided guidance and support to junior members of the team.Extensive liaison with various teams across the business to obtain information.Built strong relationships with key internal stakeholders in various offices worldwide.Updated the RFP database (Qvidian) with any new content. Show less

London

Managed and planned team workload to ensure efficient allocation of resources to meet all deadlines.Reviewed and amended RFPs, RFIs and DDQs completed by other members of the team to ensure that standards were maintained and adhered to.Produced the monthly management report that detailed work completed by the team.Completed RFPs, RFIs and DDQs to a very high standard across all asset classes, with responses tailored for the appropriate target audience - institutional and… Show more Managed and planned team workload to ensure efficient allocation of resources to meet all deadlines.Reviewed and amended RFPs, RFIs and DDQs completed by other members of the team to ensure that standards were maintained and adhered to.Produced the monthly management report that detailed work completed by the team.Completed RFPs, RFIs and DDQs to a very high standard across all asset classes, with responses tailored for the appropriate target audience - institutional and retail clients across Europe and Asia.Attended weekly meetings with the Sales and Client Service teams as the RFP team representative.Updated the quarterly product hierarchy presentation which tracked the changes in assets under management at both a strategy and individual portfolio level.Extensive liaison with various teams across the business to obtain information, building strong relationships with key stakeholders, particularly the Heads of the Sales and Client Service Teams.Responded efficiently to any ad-hoc queries from various internal teams.Ensured that the RFP database (PMAPs) was continuously monitored, updated with the latest content and that the pipeline was accurately maintained.Created a system to guarantee that all information used in RFPs, RFIs and DDQs was backed up accurately and the source was easy to trace for compliance purposes.Responsible for creating and updating biographies for investment professionals. Show less

Cheltenham

Managed multiple client campaigns simultaneously to meet tight deadlines.Produced accurate and timely briefs to the Studio and Production departments.Tracked and proofed creative, artwork and copy amends at all stages.Wrote contact and status reports, managed the weekly status meeting.

London

Responsible for timely and accurate completion of RFPs, RFIs and DDQs across all asset classes. Completed monthly and quarterly client reporting updates plus any ad-hoc requests.Updated consultant databases with performance figures.Extensive interaction with senior staff from Sales, Relationship Management, Investment Management and Product Development.

London Area, United Kingdom

Ensured the CRM database was kept up to date.Organised events for the Consultant Relationship team.Created presentations for client meetings.

London

Responsible for the assimilation of reports and presentations to assist with bids.Conducted research and analysis to provide key support material for bid submissions.Account management.