Jonathan Dell Email & Phone Number

Lead a national team of Advisory Consultants and their respective directors within TIAA’s Wealth Management. Our mission is to serve more clients earlier in their career, engaging when and how they prefer. Through a team based approach, we provide episodic to full-comprehensive advice and planning to our clients virtually, leveraging a vast array of.

• Accountable for leading the Business Management function within the Investment and Advisory Center (IAC). Primarily responsible for supporting and driving the IAC strategy and business operating model, executive.
• Support and drive the strategic direction for the evolution of the IAC business model.
• Develop and execute a continuous improvement strategy for IAC, encompassing projects, processes, routines, and cultural change management programs in support of strategic objectives.
• Craft various presentations (e.g., Operating Review, Strategic Plan, Presentations, etc.) that the Head of IAC will present to Executive leadership.
• Oversee and govern day-to-day business management activities with key partners.
• Oversee group of leaders managing teams focused on specific business management functions.

* Manage a team of business managers focused on developing, executing, & optimizing wealth management strategic & advice enablement initiatives along with the client/advisor digital strategy.

* Responsible for managing diverse function across the Southeast region inclusive of financial control/budgeting, sales management reporting, process improvement, business continuity, sales coaching, & overall business management. * Partner with Senior Management and other Regional Business Managers to manage the planning, development, and execution of.

Frankfurt Am Main, Hessen, DE

* Managed the Americas Securities Client and Sales Analytics platform for Debt and Equities senior management, working alongside business and product heads to generate reporting, strategy, and guide successful implementation. End-to-end project management responsibilities included: formulating and upgrading project team, facilitating problem solving.

Zurich, CH

• Securities Client Management
• Worked closely with business leaders across Equities to help develop and execute core initiatives to better understand salesperson performance/contribution, cross-selling, client trends, business opportunities and.
• Managed the Securities Strategic Account Management & Equity Focused teams - 5 professionals who drove many key initiatives like Salesperson Attribution, Wallet Share Reviews, Client Profitability, Key Account.
• Improved analytics and understanding of market position trends via third party surveys and worked with management and sales teams to identify and capture specific client and product opportunities. Owner of CS Equity.
• Controlled the client broker vote/feedback process including direct client meetings, distribution of results to management and coverage teams and historical tracking and trending analytics.
• Partnered with Client Technology Solutions to develop a new internal technology platform that allows sales and trading managers to better understand our clients and optimize potential opportunities. Spearheaded rollout.