Kathy Jacobs Email & Phone Number

Boston, Massachusetts, United States

Boston

Throughout my career, I have consistently driven organizational growth and profitability through insightful leadership and strategic initiatives. My strengths blend business acumen with HR proficiency, ensuring operations are efficient and aligned with financial goals.From spearheading strategic planning to overseeing process improvements, I am committed to excellence in business management. I take pride in setting and achieving performance goals while fostering a culture of integrity, continuous improvement, and strong governance. One of my standout career achievement is facilitating significant growth, transforming a business from its infancy with three employees and $180M in AUM to a robust team of 22 employees and over $15B in AUM. With over 20 years of experience, I have embraced the role of generalist, gaining expertise in compliance and governance. I have led initiatives to ensure adherence to industry standards, including Global Investment Performance Standards (GIPS), mitigating risks, and enhancing credibility among clients and stakeholders. Aligning organizational objectives with business strategy is crucial for sustainable success, and I have demonstrated this through collaborative efforts with cross-functional teams.In addition to growing the business, I served as HR Director, formalizing policies and procedures to foster employee satisfaction and mitigate risks. This dual expertise in business management and human resources enables me to cultivate a culture of trust, integrity, and excellence within organizations.I am passionate about leveraging people, culture, and relationships to drive business success. I am eager to explore opportunities where I can contribute my skills and expertise to make a meaningful impact. Thank you for your time and interest in my profile, and I look forward to connecting with you.

Boston, Massachusetts, United States

Boston, Massachusetts, United States

In my role, I ensured smooth communication between our CEO and stakeholders, aligning everyone with our strategic objectives. This involved maintaining open channels, facilitating discussions, and disseminating information efficiently.Additionally, I conducted in-depth research into industry trends and competitor analysis, providing the CEO with valuable insights to inform strategic decisions. By uncovering key data points and crafting actionable recommendations, I enhanced our market understanding and empowered informed decision-making. Ultimately, my efforts helped steer the company in the right direction, driving growth and success.

Boston, Massachusetts, United States

In my role, I took pride in nurturing relationships with a diverse portfolio of 50 clients, including corporations, individuals, foundations, and endowments. I prioritized delivering exceptional service and support, ensuring their needs were not just met but exceeded.Moreover, I spearheaded the implementation of GIPS-compliant standards for performance reporting across the firm. This involved testing and documentation of policies and procedures to guarantee accuracy and transparency. Through dedication and attention to detail, I elevated reporting standards, expanded marketing opportunities and instilled confidence among clients and prospects alike.

Boston, Massachusetts, United States

In my role, I provided tailored support to corporate and institutional fixed-income clients, ensuring their investment objectives were precisely met. By delivering attentive service and understanding their needs deeply, I fostered long-term relationships and satisfaction.Additionally, I led the implementation of streamlined processes, designing sales presentations, product materials, and account applications. This not only boosted operational efficiencies but also heightened client engagement, offering clear information for informed decisions. Combining personalized support with efficient processes, I contributed to client base growth and internal enhancements.Furthermore, I expanded investment offerings and drove product adoption through innovative channel development and targeted promotions. As a key liaison and product specialist for retail and institutional sales teams, I amplified sales opportunities by crafting tailored collateral and strategic asset allocation scenarios. Through collaborative efforts, I played a central role in driving growth and success in a competitive market landscape.