Lori Taylor Email and Phone Number
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Lori Taylor is a trusted and well-respected senior executive with more than 20 years of diverse domestic and international financial services and securities operations and sales experience. Skilled in leading turnarounds of underperforming units, increasing margins, motivating staff, evaluating resources, and streamlining processes, Lori has been responsible for the performance, productivity, and profitability of workforces consisting of more than 450 personnel. A true difference maker, Lori champions and drives organization-wide, big-picture strategy while maintaining a keen focus on delivering superior client service and building loyal, valued, and high-performing teams. Skilled and knowledgeable in managing $250 million+ budgets, leading geographically distributed offices and teams, working with corporate officers and boards of directors, meeting goals and deadlines, adhering to regulatory compliance regulations, and negotiating win/win contracts, Lori is frequently tasked with addressing high-profile organizational challenges. At OppenheimerFunds Lori was a senior vice president and head of Global Operations (Transfer Agent Services and Trust Company Operations) and president of Shareholder Services Inc. for Oppenheimer Funds. She held previous senior leadership positions with Oppenheimer Funds, including senior vice president and head of Distribution Client Service and vice president of Transfer Agent Intermediary Operations and Client Relations. Lori earned Bachelor of Arts in Business and Interpersonal Communication from the University of Kansas. She holds securities and principle licenses 7, 24, 63, 51 and is knowledgeable in investment operations for various instruments, including mutual funds, collective investment trusts, 529s, Retirement Plans, UCITS, separate accounts, and alternative investments.
Empower
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Vice President Of Product ManagementEmpower May 2022 - PresentGreenwood Village, Co, UsStrategic Partnerships, Defined Benefit and Actuarial Consulting
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Vice President Relationship ManagementEmpower Sep 2019 - May 2022Greenwood Village, Co, Us
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Senior Vice President, Head Of Global Operations (Transfer Agent And Trust Company), President, SsiOppenheimerfunds Jun 2018 - May 2019Atlanta, Ga, Us- Selected by senior officers and responsible to the board of directors for providing top-level executive leadership to two geographically distributed securities servicing organizations with more than 450 personnel, including 5 vice president department heads assigned to the Client Services, Partner Services, Regulatory Compliance, and Trust Operations divisions.- Strategically manage an annual budget of $280M to ensure exceptional client experiences while fulfilling mission of realigning the organization and setting an overall strategy focused on major cost savings.- Assume ultimate accountability for organizational regulatory compliance, excellence in client relationship management, and high-quality employee engagement. - Direct high-performing teams responsible for supporting retail advisors, wealth managers, and institutional domestic and international clients by providing client service, account processing, intermediary support (to Merrill Lynch, Morgan Stanley, and others), operations oversight, and books and records management. - Streamline day-to-day operations by monitoring and reporting on productivity and working with department heads to devise and implement process optimization initiatives, including leveraging robotic process automation and process workflow systems.- Negotiate contractual terms with third-party providers, including technology vendors, intermediary partners, and outsourced organizations tasked with servicing alternative products, 529 programs, and UCITS. -
Senior Vice President Sales, Head Of Distribution Client ServiceOppenheimerfunds Jul 2014 - May 2018Atlanta, Ga, Us- Appointed by executive sales team to assume leadership of an underperforming, 40-person client services and relationship management division dedicated to supporting multi-channel sales personnel through the prospecting, pitching, closing, onboarding, CRM, and business and product development processes associated with domestic and international sales.- Reinvigorated and motivated teams and unified the entire organization by conducting climate surveys and conducting one-on-one meetings, establishing attainable internal and external goals, building partnerships with other areas of the firm, and ultimately restructuring the entire department.- Assisted with launching the UCITS suite of products and opening the London office.- Responsible for retaining and growing clients, championing product and process enhancements, fulfillment of contractual requirements, addressing client reporting needs, supporting data and analytical reporting, preparing and delivering RFP responses, and preparing for and facilitating client meetings.- Formally recognized by executive team for increasing employee satisfaction survey scores by 20%.
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Vice President, Transfer Agent Intermediary Operations And Client RelationsOppenheimerfunds Oct 2010 - Jun 2014Atlanta, Ga, Us- Directed 300+ personnel and the day-to-day operations of the Client Services and Intermediary Partnerships groups within the Transfer Agent organization. - Streamlined overall operations and increased client servicing efficiency by reorganizing the Client Services department by client type and establishing internal, client-focused subject matter expertise and advocacy. - Led teams responsible for supporting inbound call center and written correspondence services for advisors, RIAs, and retail investors. - Improved intermediary partnerships and associated outcomes by devising and implementing scorecard programs and health measures to assess bilateral efficiency, satisfaction, and cost-effectiveness.- Oversaw Intermediary Operations and facilitated and managed partnerships with the largest broker dealers, custodians, and retirement administrators to facilitate omnibus trading through the DTCC.
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Various Leadership RolesOppenheimerfunds Sep 1997 - Sep 2010Atlanta, Ga, Us- Led teams in the Transfer Agent Call Center, Account Processing, Retirement Plans, and 529 Operations. - Sponsored major corporate initiatives including developing a robust remote workforce program still utilized today and a major workflow system integration being used by over 500 people.- Learned the tasks, operations, and cultures of various units by gaining hands-on exposure.
Lori Taylor Skills
Lori Taylor Education Details
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The University Of KansasBusiness And Interpersonal Communication Studies -
Harvard Business SchoolLeadership
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Executive Womans Summit University
Frequently Asked Questions about Lori Taylor
What company does Lori Taylor work for?
Lori Taylor works for Empower
What is Lori Taylor's role at the current company?
Lori Taylor's current role is Vice President Product Management , Strategic Partnerships and Actuarial Consulting, Empower.
What is Lori Taylor's email address?
Lori Taylor's email address is lb****@****nds.com
What is Lori Taylor's direct phone number?
Lori Taylor's direct phone number is +130367*****
What schools did Lori Taylor attend?
Lori Taylor attended The University Of Kansas, Harvard Business School, Executive Womans Summit University.
What skills is Lori Taylor known for?
Lori Taylor has skills like Mutual Funds, Financial Services, Series 63, Relationship Management, Series 7, Series 6, Retirement, Alternative Investments, Leadership, Asset Management, 401k, Asset Allocation.
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