Jonathan P. Wackerly Email & Phone Number

Raleigh-Durham, North Carolina Area

Senior Account Executive of the operations team responsible for the execution and success of the Benefits Administration for the clients. Highly thought of by clients and customers for excellent customer service, technical knowledge and clear and concise communication on complex information. Excellent at providing strategic direction to help them create a benefits plan that will attract and retain their employees.

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

• Chosen to relocate from Boston, MA to lead the 401k Operations Team in North Carolina.• Hired, trained and transitioned the entire department which included two managers and 30 associates processing upwards of $50 million and over 100 distribution transactions a day, for the largest 401k provider in America.• Created formal reporting standards that provided the Operations Managers with the necessary tools to understand production levels and accountability of associate productivity. This ensured 100% of transactions were executed successfully and on-time.• Managed and collaborated with the 401k clients, Fidelity Legal and Fidelity IT on operational solutions to improve the customer experience via the web and phones.• Responsible for the start-up and transition of the 401K department to Westlake, TX from Raleigh, NC.• Successfully turned around the department by significantly improving procedures and mentoring associates to their fullest potential while kicking off a new production site in Westlake, TX.

Greater Boston Area

• Led 5 major 401k corporate projects over 4 years to restructure/streamline internal systems, ensure government regulatory compliance, decrease operational costs, reduce risk and increase customer satisfaction.• Managed budgets up to $5 million and teams of 25+. Delivered 100% of projects on time and on budget.• Proactively identified and escalated issues. Negotiated alternatives to build consensus for solutions.• Retained accountability for timely completion of assigned project deliverables and milestones.• Provided timely status reports to internal customer groups and served as spokesperson to all levels of management

Greater Boston Area

• Managed the overall day-to-day activities of three Fortune 500 401K Plans with assets over $90 million.• Provided consulting on plan design, portfolio mix and other client benefit programs.• Interfaced with multiple business partners in a cross-functional environment to ensure that plan processing was conducted in an accurate and timely manner.• Provided leadership and operational expertise to clients and internal team members regarding the resolution of sensitive and complex operations matters.• Promoted sound, high quality and cost justified business decisions which met client objectives and the goals of Fidelity Investments.• Ensured all clients were provided excellent service and referable for Fidelity Investments.• Received top achiever award for successful execution and feedback from clients.

Cincinnati, Ohio Area

• Information specialist for 401K retirement plans in Participant Phone Center.• Resolved and executed on 45 to 50 customer inquiries daily for some of the largest corporations in the United States. Well versed on all 401k regulations and excellent knowledge of many corporations plan rules.• Conducted plan-training presentations to over 100 new associates in 1998, across three regional locations within the United States.• Resided in Toronto, Canada to assist in the Launch and Implementation of the General Motors Pension Plan for Fidelity Group Pensions International