Jon Graff

Jon Graff Email and Phone Number

Strategic Financial Leader | Coach and Team Builder | Change Agent @ Principal Financial Group
Jon Graff's Location
Cincinnati, Ohio, United States, United States
Jon Graff's Contact Details
About Jon Graff

Strategic financial leader with extensive experience in business transformation environments, including start-ups, mergers and acquisitions, and mature businesses. Delivers results through strategies grounded in deep knowledge of the customer, risk, and organizational capability. Expertise driving leadership success through open communication, shared accountability, and focused execution. Proven ability to navigate complex financial landscapes and lead teams to achieve organizational goals while fostering a culture of transparency and collaboration. Managed multimillion-dollar strategic initiatives.

Jon Graff's Current Company Details
Principal Financial Group

Principal Financial Group

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Strategic Financial Leader | Coach and Team Builder | Change Agent
Jon Graff Work Experience Details
  • Principal Financial Group
    Head Of Large Market Product Strategy
    Principal Financial Group Mar 2022 - Present
    Des Moines, Iowa, Us
    Responsible for establishing the product strategy in the large retirement plan market ($200 million plus).
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  • Principal Financial Group
    Head Of Employer Services & Operations
    Principal Financial Group Jan 2020 - Mar 2022
    Des Moines, Iowa, Us
    Responsible for Plan Administration, Transition Services, Regulatory Consulting, Document Services and Operations for Principal's Workplace Savings & Retirement Solutions organization.
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  • Wells Fargo
    Svp, Participant Services Director
    Wells Fargo May 2016 - Jan 2020
    San Francisco, California, Us
    Oversee participant communications, education, and advice for over 4 million defined contribution participants to help them prepare for a better retirement. Deliver a consistent participant experience across the service offering and delivery channels including web, mobile, e-delivery, virtual events, social media, print, in-person meetings and phone centers.
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  • Charles Schwab
    Managing Director - Retirement Plan Services Marketing
    Charles Schwab Jan 2014 - Apr 2016
    Westlake, Texas, Us
    Responsible for B2B and B2C marketing strategy and execution for Retirement Plan Services clients and plan participants. Efforts focused on client retention and organic growth of institutional and retail relationships. Drive brand activation efforts, integrated content marketing strategy and execution, and digital/social strategies.
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  • Fidelity Investments
    Vice President & Market Manager
    Fidelity Investments Nov 2007 - Jan 2014
    Boston, Ma, Us
    Drive Go-To-Market strategy for Fidelity Workplace Investing in several different markets (Large, Mid, Emerging, Advisor).
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  • Fidelity Investments
    Vice President & Group Manager
    Fidelity Investments Oct 1999 - Nov 2007
    Boston, Ma, Us
    Responsible for Northeast Business Unit. Objective was to grow and retain existing corporate 401(k) relationships.
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  • Fidelity Investments
    Director, Transition Services
    Fidelity Investments Jul 1996 - Oct 1999
    Boston, Ma, Us
    Led organization responsible for new business conversion onto Fidelity's 401(k) Recordkeeping systems. Group also facilitated all Merger, Acquisition and Corporate Action activities of existing client base.
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  • Fidelity Investments
    Director - Relationship Management
    Fidelity Investments Dec 1994 - Jul 1996
    Boston, Ma, Us
    Led Relationship Management Organization, Software Support, and Service Installation. Teams focused on retention, development and operational efficiency of clients in the small plan market.
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Jon Graff Skills

401k Retirement Planning Strategy Relationship Management Management

Jon Graff Education Details

  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    Business Administration
  • College Of The Holy Cross
    College Of The Holy Cross
    Economics

Frequently Asked Questions about Jon Graff

What company does Jon Graff work for?

Jon Graff works for Principal Financial Group

What is Jon Graff's role at the current company?

Jon Graff's current role is Strategic Financial Leader | Coach and Team Builder | Change Agent.

What is Jon Graff's email address?

Jon Graff's email address is jo****@****fmr.com

What is Jon Graff's direct phone number?

Jon Graff's direct phone number is +151321*****

What schools did Jon Graff attend?

Jon Graff attended University Of Connecticut School Of Business, College Of The Holy Cross.

What skills is Jon Graff known for?

Jon Graff has skills like 401k, Retirement Planning, Strategy, Relationship Management, Management.

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