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 digital tools and services.

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 business management activities, and the execution of corresponding strategic programs.KEY RESPONSIBILITIES AND DUTIES: • 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 critical team deliverables with a focus on helping to drive national initiatives and implementing at a regional level.

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, generating advanced financial analysis, executing cross-business projects and competitive intelligence.* Lead a team of 12 professionals in New York and Jacksonville, FL responsible for execution of a multi-faceted book of work. Ensured seamless collaboration across front office senior management, technology, legal, finance, operations and third-party providers (McLagan, IBM Cognos) to drive development and execution of key strategic initiatives and projects for the business. Illustratived projects include:-- Advanced Financial Analysis * Developed and launched the Client and Sales Reporting Platform (OPAL dashboard) alongside technology designed to improve business and client profitability, promote cross-selling and enhance management’s ability to effectively manage and evaluate their sales teams. * Created reporting and analytics to identify revenue opportunities, highlight product gaps and outline strategic opportunities to frontline sales staff and management. * Responsible for reporting rationalization, feed enhancements and data integrity initiatives within the client analytics space.-- Competitive Intelligence * Revised the firm’s third-party McLagan submission process to resolve legacy control and integrity issues, and shift front office management and sales focus and understanding to strategically identify client opportunities.

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 market share growth.• 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 Management Reviews and Opportunity Tracking.• 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 relationships with McLagan & Greenwich.• 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 and help to gather feedback on areas of future functionality, prioritizing the technology book of work to the most commercially impactful areas.Securities Client Management (June 2006 - October 2011)Product Control - Equities Sales Credit Team (July 2003 – May 2006)Equity Data Integrity Team (March 2002 -- July 2003)Market Data Finance & Equities Project Assistant (Sept 2001-Mar 2002)