Lynn Willits Email & Phone Number

Kirkland, Wa, Us

Bellevue, Washington, United States

- Lead and oversee a team of 1 assistant director, 5 relationship managers and 2 relationship liaisons - Facilitate communication between strategic distribution partners and internal cross-functional teams enhance the strategic distribution partner experience - Coordinate and collaborate among law, compliance, product, operations, technology, and sales teams to resolve strategic distribution partner issues and questions quickly and with high quality.- Manage relationships with strategic distribution partners, including JP Morgan Chase, Merrill Lynch, Morgan Stanley and Wells Fargo. - Ensure compliance with legal and regulatory requirements- Oversee initiatives in alignment with product and operational strategic goals - Drive the development of strong relationships with our strategic distribution partners, ensuring we are a trusted advisor and the single point of contact for their issues, questions, requests, escalations, and concerns- Foster teamwork and effective communication within the team

Bellevue, Washington

- Lead and oversaw a team of 4 relationship managers.- Managed relationships with strategic distribution partners, including LPL, Raymond James, Cetera, Advisors Excel and US Bank. - Identified, quantified, and defined feature enhancements and new processes to improve the strategic distribution partner experience based on customer feedback, data analysis, and feature gaps with competitors.- Assisted with the definition and design of tools, standard operating procedures and processes of both our internal teams and our strategic distribution partners.