Justin Ferguson Email & Phone Number

Grosse Pointe, Mi, Us

Santa Clara, California, Us

Columbus, Ohio, Us

Lead Digital and Client Experience Product Manager within Treasury Management (TM), responsible for the business strategy, creation, oversight, profitability and competitiveness of the product suite.▪ Increased product revenues 20% after conducting market analysis and increasing fees while decreasing waivers.▪ Led and managed effort to re-document the entire TM client base to reduce risk exposure to the bank.▪ Performed digital banking market analysis and presented results to senior management to influence product roadmap.▪ Formalized and launched Information Reporting and centralized file transfer capabilities.▪ Lead coordinator for Business eBanking during 2020 data conversion; managed project from start to finish with stakeholders across the bank; helped developed customer communications collateral and timelines; led weekly status updates with 30+ participants ensuring project tasks were completed on time and provided regular updates to senior management.

Boston, Ma, Us

Executive influencer responsible for large initiatives and building what will create the most value to the business for workplace managed accounts. + Accountable for understanding customer requirements, defining and prioritizing them and working with the different teams to build them. + Responsible for the strategy, roadmap, and feature definition of workplace managed accounts. + Analyze the market and competitive environment to define a differentiated product vision that delivers unique value.

Boston, Ma, Us

Boston, Massachusetts, Us

+Work closely with the Portfolio Managers performing client/prospect portfolio analysis and cultivating client and prospect customer relationships+Evaluate portfolio performance and interpret performance attribution analysis in order to formulate investment themes for client and prospect communications+Communicate product performance, investment strategy and process to internal groups and external clients+Develop communication pieces including monthly and quarterly portfolio management letters+Supply portfolio-specific analysis for generation of standard client materials+Responsible for Target Date products, previously responsible for small/mid cap equity and large cap equity products

Boston, Massachusetts, Us

+Researched, wrote, qualified, and reviewed RFP and RFI responses related to global institutional business+Worked with portfolio managers, investment specialists, compliance, legal, and other internal groups to ensure timely and appropriate responses to clients+Developed language and graphics for inclusion in marketing and sales materials+Responsible for the training, development, and mentoring of new team members+Responsible for RFPs of large public plans, including: The California Public Employees’ Retirement System (CalPERS), The Pension Reserves Investment Management Board (PRIM), Massachusetts Port Authority, The University of California, and The Ohio Public Employees Retirement System (OPERS)

Boston, Massachusetts, Us

+Communicated investment processes and philosophies to existing and prospective institutional clients+Completed consultant questionnaires connected with new business searches+Utilized project management skills to create superior results in a deadline-oriented environment +Participated in task force evaluating procedures and job tools with a goal of continual improvement

Boston, Massachusetts, Us

+Answered telephone customer service calls for financial advisors+Financial transaction processing and general customer service including keeping financial advisors abreast of product changes and updates

Mba

Ba, Communication Arts