Mabel Setow Email & Phone Number

• Research Associate Leader for Financial Services Practice, executing successful completion of searches for Financial Services, Wealth Management, Investment Management, Banking, Insurance, Private Equity, and Financial Officers.

Boston, Massachusetts, United States

• Provided candidate and industry research for multiple search assignments and business development projects for partners in the Financial Services Practice utilizing internal sources, prior searches, Linkedin Recruiter, ZoomInfo, FundFire, PitchBook, etc. and earned strong track record of presenting qualified candidates to teams.• Wrote candidate bios to present to clients in status update calls.• Brainstormed search strategy with partners and principals for multiple client pitches and… Show more • Provided candidate and industry research for multiple search assignments and business development projects for partners in the Financial Services Practice utilizing internal sources, prior searches, Linkedin Recruiter, ZoomInfo, FundFire, PitchBook, etc. and earned strong track record of presenting qualified candidates to teams.• Wrote candidate bios to present to clients in status update calls.• Brainstormed search strategy with partners and principals for multiple client pitches and search kickoff meetings. • Prepared for, attended and participated in client pitches, client kickoff meetings and client status update meetings.• Updated database with candidate records using ZoomInfo, RocketReach, BeenVerfied, etc. and calibrated searches in Eightfold system. Show less

Boston, Massachusetts, United States

• Maintained relationships with 50+ clients and 300+ candidates; responsibilities included developing candidates and assisting clients with identifying the best leaders to move their businesses forward. • Supported Partners in Asset, Wealth and Alternative Investments Practice, Real Estate Practice, Human Resources Practice, Leadership Advisory Practice and Diversity & Inclusion Committee by managing all daily aspects of client and candidate communication, client pitches, candidate reports,… Show more • Maintained relationships with 50+ clients and 300+ candidates; responsibilities included developing candidates and assisting clients with identifying the best leaders to move their businesses forward. • Supported Partners in Asset, Wealth and Alternative Investments Practice, Real Estate Practice, Human Resources Practice, Leadership Advisory Practice and Diversity & Inclusion Committee by managing all daily aspects of client and candidate communication, client pitches, candidate reports, scheduling, travel, and expenses.• Generated client pitch presentations, engagement letters, position briefs, mapping decks, client status update reports, candidate reports, reference reports, and internal business development and potential new business reporting.• Managed relationships with external vendors and internal departments for client invoicing, client gifts, scheduling, travel, expenses, candidate background checks, producing marketing documents, etc. Show less

Boston, Massachusetts, United States

• Increased client knowledge and product adoption via the creation and delivery of marketing collateral and product sheets.• Created and maintain enhanced client reporting capabilities enabling the senior management team to have a clear view into growth opportunities, clients at risk, revenue vs. goals and the results of marketing campaign initiatives.• Supervised and developed two associates responsible for managing client data, access requests, and IT governance reporting.

Boston, Massachusetts, United States

• Ensured Business adhered to all regulations, policies/procedures, responded to all Financial Intelligence Unit inquiries, and was in compliance as it related to the Compliance Oversight Program (COP).• Recorded client responses to Anti-Money Laundering (AML)/Know Your Client (KYC) letters for AML Remediation, resulting in over 85% completion of AML completion efforts.• Designed the Wealth Management Services division’s SharePoint site utilizing HTML.• Led the redesign of the… Show more • Ensured Business adhered to all regulations, policies/procedures, responded to all Financial Intelligence Unit inquiries, and was in compliance as it related to the Compliance Oversight Program (COP).• Recorded client responses to Anti-Money Laundering (AML)/Know Your Client (KYC) letters for AML Remediation, resulting in over 85% completion of AML completion efforts.• Designed the Wealth Management Services division’s SharePoint site utilizing HTML.• Led the redesign of the monthly client bulletin resulting in increased open/read rates of >80%.• Increased visibility of division newsletter readership by >80%. Show less

Boston, Massachusetts, United States

• Promoted to Senior Associate within 6 months of beginning role for outstanding work ethic.• Supported the Business in major employee and client engagement initiatives by liaising with Client Service, Sales, Marketing, Finance, HR, Training, Legal, Risk, and Compliance. • Assembled client conferences and tradeshow events, building strategic relationships with clients and enhancing long term revenue growth for company.• Oversaw creation and dissemination of various management… Show more • Promoted to Senior Associate within 6 months of beginning role for outstanding work ethic.• Supported the Business in major employee and client engagement initiatives by liaising with Client Service, Sales, Marketing, Finance, HR, Training, Legal, Risk, and Compliance. • Assembled client conferences and tradeshow events, building strategic relationships with clients and enhancing long term revenue growth for company.• Oversaw creation and dissemination of various management reports used to cut expenses by >70%.• Created, distributed, and analyzed Employee Satisfaction Survey for division – reached over 70% response rate with promotional efforts; presented results to Senior Management.• Acted as a Manager and Mentor to the team’s High School Intern; trained and provided feedback. Show less

Boston, Massachusetts, United States

• Acted as a liaison between external companies hosting financial service conferences and tradeshow events while working with internal relationship managers and sales executives attending events - coordinated dinner and reception events for over 1,000 clients.• Wrote customized sales pitches for clients increasing interest in product. • Assisted in production and promotion of white papers sparking client interest in company initiatives.

Boston, Massachusetts, United States

• Managed an information quality workshop for over 1,000 attendees, hosted in Shanghai 2011 and Orlando 2012.• Responded to questions, edited papers, and submitted revisions for participants via e-mail.• Consolidated abstracts from 30 authors for proceedings leading to networking and learning for attendees.

Cambridge, Massachusetts, United States

• Prepared orientations, learning vacations, and competition events for over 500 customers, hosted in Boston, Hawaii, Montreal, New York City, Puerto Rico, Washington, D.C., and San Francisco.• Interacted directly with customers via e-mail, phone, and in person promoting valuable customer service.• Coordinated with various teams to enroll customers on events establishing strong brand recognition.

Quincy, Massachusetts, United States

• Recognized by Management with two quarterly distinguished work ethic awards and an award for outstanding customer service.• Strengthened customer service by assisting shopping needs, answering inquiries, and resolving complaints.• Displayed end-caps with promotional merchandise to follow marketing strategy and stocked store shelves.• Calculated inventory counts and ordered merchandise based on the results.