Lori Taylor Email & Phone Number

Greenwood Village, Co, Us

Strategic Partnerships, Defined Benefit and Actuarial Consulting

Greenwood Village, Co, Us

Atlanta, 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.

Atlanta, 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%.

Atlanta, 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.

Atlanta, 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.

Bachelor Of Arts - Ba, Business And Interpersonal Communication Studies

Leadership

Education record