Joanna Compton Email & Phone Number

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.

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.

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.

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.

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.

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.

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.

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.

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.