Jon Feinstein Email and Phone Number
Jon Feinstein work email
- Valid
- Valid
- Valid
- Valid
Jon Feinstein personal email
- Valid
Jon Feinstein phone numbers
As a young boy, my dream was to play ball for the Yankees. I practiced nearly every day, recruited my dad and my friends to help, and even got a job working at Yankee stadium selling hot dogs and beer just to be close to it. Practice, perseverance, and creativity were early drivers for me.As I matured and saw the odds of making it to the big leagues, I quickly realized I needed a backup plan, but held firm to my conviction that you must have big dreams.My success has been through pure grit. As Angela Duckworth tells us, there are no shortcuts to excellence. Developing real expertise, figuring out really hard problems, it all takes time.I realized I had a talent for engaging people, building relationships, storytelling, and driving retention and revenue by leading teams to deliver. Over the course of my career I have proven that if you can move people forward together, then success will follow.Today, I move people for a living by promoting ideas and aligning business to deliver results. I use my creative talents to help my clients do business like never before, in new and transformational ways; co-creating the art of the possible.I’ve had the opportunity to work with some of the world’s most well-known financial services clients to deliver:• High-Impact Relationships• Strategic Business Outcomes• Retention and Revenue Growth• Change Management Success• Fair and Complex Negotiations• Insight on Emerging Technology TrendsIn my current role, as SVP of Client Success at Skience, I am responsible for the satisfaction, retention, and growth of our clients and, by extension, our partners, and work collaboratively with Product Management and Development, Delivery, Project Management, Support, Sales, and Marketing to orchestrate successful outcomes.My team is comprised of passionate and tenured industry veterans whose mission it is to advance our growth, innovate solutions, advocate for client needs, and ensure we connect with clients and partners to advance our strategy.I am passionate about diversity, inclusion, mentorship, and professional satisfaction and growth.I love travel, cooking, good wine and martinis, hiking, reading, and I live with my amazing eternal bride, 5 incredible novice-adult children, and 2 delicious bulldogs in New Jersey.
Skience
View-
Svp, Head Of Client Success And Relationship ManagementSkience Feb 2024 - PresentHerndon, Virginia, UsIn my role as SVP, Head of Client Success and Relationship Management at Skience, I have successfully established and scaled a client success framework, driving growth and retention through metrics-driven initiatives.Leading a dedicated team focused on revenue drivers, adoption, and satisfaction, I have driven cross-functional engagement to enhance strategic client success, resulting in increased revenue growth and client satisfaction.Forge high-impact relationships with business and IT executives through consultative strategies providing insight on emerging technology trends and best practices for project outcomes and change management success.Creatively negotiate mutually agreeable long-term relationships.
-
Head Of Client RelationshipsSkience Oct 2020 - Feb 2024Herndon, Virginia, Us* Oversight of Skience’s largest and most sophisticated relationships in financial services.* Leverage Salesforce knowledge, wealth management expertise, and industry trends and insights to strategize with clients on their digital transformation and maturity objectives to solve business needs.* Deliver long-term, multi-million dollar subscription and implementation agreements.* Instituted organizational discipline in Relationship Management for scale and efficiency, leveraging Salesforce and frameworks from Miller Heiman, Challenger, and a 25-3-2 outreach program.* Advance and solidify Skience’s position among its client base by focusing on solving business challenges and objectives through illuminating discovery and consultation engagements, underscored by demonstrating differentiated business value and ROI.* Cultivate relationships across the organization to collaborate and deliver the best of Skience to our clients.* Deliver sophisticated, long-term, and mutually rewarding deals between Skience and our clients.* Ability to de-escalate friction and turn relationships around to make them healthy.* Implemented a framework for renewing contracts early and with growth.* Evangelism on modernization strategies and change management at industry roundtables and speaking events.Skience is an industry leading integrated wealth management platform and services provider. The Skience platform provides wealth and asset management firms with an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. Skience Consulting facilitates digital transformation for financial services firms through business process improvement, data management, integrations, and CRM implementation services.
-
Strategic Account Manager, Enterprise Market, Financial ServicesSalesforce Oct 2019 - Oct 2020San Francisco, California, UsProud to help organizations reimagine the digital transformation of their ecosystem, driving amazing customer, employee, and partner experience, retention, and results! -
Senior Sales Director - Global Financial Services ClientsGartner Sep 2015 - Oct 2019Stamford, Ct, Us• Advise executives on developing and implementing effective, enterprise-wide strategies leveraging Gartner’s insights.• Success in client retention and growth through in-depth discovery, building trust, demonstrating knowledge of client business, and alignment of Gartner to clients’ mission critical priorities.• Develop and manage forecasts.• Mentor to associates.• Engaged in Leadership Development Program. -
Partnership Sales ExecutiveSignix Apr 2015 - Sep 2015Chattanooga, Tn, Us• Define and set strategy for developing partnerships within the financial services channel.• Work closely with Marketing, Public Relations, and Research teams to develop messaging, collateral, and presentations.• Create forecasts and business plans associated with opportunities, and seek to achieve or exceed defined goals.• Target key / anchor organizations within this channel, including broker-dealers, registered investment advisory firms, clearing firms, custodians, mutual fund companies, insurance carriers, and strategically aligned intermediaries, such as turn-key asset management platforms, client relationship and data aggregation platforms, and financial planning companies.• Cultivate relationships with key executives in this channel.• Collaborate with existing partners to identify and expand mutual opportunities.• Advise financial services organizations on best practices for a comprehensive straight-through processing ecosystem, inclusive of the SIGNiX digital signature.• Collaborate with premier industry analysts on trends and insights, and partner with them to jointly host web-based forums.• Actively and professionally participate in partner and industry conferences representing SIGNiX’s technology. -
Relationship ManagerBny Mellon | Pershing Aug 2004 - Jun 2014Jersey City, New Jersey, UsVice President, Relationship Management• Identify, lead, and execute strategic business opportunities that drive short and long term revenue goals, including cross-referral opportunities.• Develop vision, strategy, and account plans for long-term client relationships for global investment and regional financial services organizations.• Manage multiple projects and work streams toward the successful implementation of strategic opportunities.• Cultivate strong, long-term relationships with clients, and internal and external partners.• Achieve or exceed new and organic growth objectives, and retain 100% of client relationships.• Global client leadership and corporate governance including P&L analysis, risk analysis, and contract negotiations.• Align the interests of clients with the firm’s overall product and technology strategy.• Launch and organize a new relationship management model, including strategy, objectives, metrics, and reporting.• Identify and promote business synergies among financial organizations.• Conduct client and prospective client meetings and site visits to address strategic and operational opportunities and challenges.• Ambassador of the organization and advocate of the customer (Voice of the Customer); review and implement key strategic initiatives with clients, and escalate key concerns to senior management.• Create and manage project plans to oversee and ensure implementation of key initiatives and resolution of issues. -
Product ManagerBny Mellon | Pershing Jan 1997 - Aug 2004Jersey City, New Jersey, UsVice President, Product Management• Led Product Management and GTM for BNY Mellon / Pershing’s investment professional platform for ten years.• Crafted and presented bespoke messaging and storytelling to promote excitement and interest to drive adoption and utilization.• Led GTM efforts and acted as VoC to inform product roadmap, strategy, and prioritization.• Led collaboration across company verticals for continuous improvement of the platform, including focus groups, persona interviews, competitive analyses, market and industry intelligence, trends and insights.• Led boot camps, advisory boards, workshops, best practices sessions, day-in-the-life scenarios; create presentation and show flows.• Peer-to-peer reviews on how firms should leverage technology to increase revenue and run more optimally.• Conducted BPM consulting engagements on workflow optimization, practice management and development, and web strategies.• Responsible for re-engineering projects, STP (straight-through processing), client on-boarding, integration needs.• Conducted extensive competitive analyses of competing platforms.• Presented in front of large audiences; industry presenter of Pershing's investment professional platform and financial services technology; led panels and break-out sessions.
-
Investor Service RepresentativeBny Mellon | Pershing Apr 1995 - Jan 1997Jersey City, New Jersey, UsInvestor Service Representative• Support customer account inquiries and concerns, and process general securities orders.• Participate in testing system enhancements.
-
Junior BrokerLanyi Research May 1994 - Apr 1995UsJunior Broker• Establish relationships with prospective clients, open new accounts for head broker.• Manage the organization and administration of head broker’s trading activities and radio show.
Jon Feinstein Skills
Jon Feinstein Education Details
-
Syracuse UniversityPolitical Science And Government -
John F. KennedyHigh School
Frequently Asked Questions about Jon Feinstein
What company does Jon Feinstein work for?
Jon Feinstein works for Skience
What is Jon Feinstein's role at the current company?
Jon Feinstein's current role is SVP, Client Success Leader | Client-Centric Catalyst for Technology | Imaginative Problem Solver | Change Management Consultant.
What is Jon Feinstein's email address?
Jon Feinstein's email address is jf****@****ing.com
What is Jon Feinstein's direct phone number?
Jon Feinstein's direct phone number is +120156*****
What schools did Jon Feinstein attend?
Jon Feinstein attended Syracuse University, John F. Kennedy.
What are some of Jon Feinstein's interests?
Jon Feinstein has interest in Traveling, New Experiences, Children, Coaching.
What skills is Jon Feinstein known for?
Jon Feinstein has skills like Series 7, Securities, Series 63, Finra, Financial Services, Product Management, Wealth Management, Relationship Management, Equities, New Business Development, Alternative Investments, Hedge Funds.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial