Mark Wickersham Email and Phone Number
Boston, MA, US
Mark Wickersham's Location
Greater Boston, United States, United States
Mark Wickersham's Contact Details
Mark Wickersham work email
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Mark Wickersham personal email
n/a
Mark Wickersham phone numbers
About Mark Wickersham
The ideas, views and opinions expressed in my LinkedIn posts and profile represent my own views and not those of any of my current or previous employer or LinkedIn.My career has been at the intersections of technology & wealth management and product and marketing. I am responsible for business development and marketing at Risclarity and growing our presence in the family wealth space.
Mark Wickersham Work Experience Details
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Director Of Strategic PartnershipsAsseta AiBoston, Ma, Us -
FounderThe Wealthtech AdvisorBoston, Ma, Us -
Svp, Strategic Marketing & Business DevelopmentRisclarity May 2024 - PresentGolden, Co, UsRisclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to simplify complexity so they can scale efficiently and securely. -
Senior Vice President, Marketing & Business DevelopmentEton Solutions Lp Oct 2023 - May 2024Morrisville, North Carolina, Us -
Vp, Business Development, Partnerships & Brand ManagementAgillink Apr 2021 - Sep 2023El Segundo, Ca, UsAs a member of the leadership team at AgilLink I am responsible for growth. This includes business development and go to market strategy in family wealth, ecosystem activation and COI enablement, pricing and brand management. -
Vp, Marketing & Business DevelopmentAgillink Oct 2019 - Mar 2021El Segundo, Ca, Us
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Vp, Business Development - Family WealthAgillink Sep 2018 - Oct 2019El Segundo, Ca, UsAgilLink (formerly known as Datafaction) serves the needs of family offices, business managers and sport management firms that offer pay bill and client accounting. We enable firms to securely scale their bill pay and client accounting operations while adding more control. AgilLink is an RBC company and is an affiliate of City National Bank, Member FDIC.
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Senior ConsultantOakbrook Solutions Apr 2018 - Aug 2018Winston-Salem, Nc, UsProvide strategy, operations and technology consulting to wealth management and family office marketplaces. -
Implementation Consultant - Multi-Asset Accounting & PerformanceBroadridge Sep 2016 - Dec 2017New York, New York, UsOnsite implementation manager for Broadridge's multi-asset class accounting, performance measurement and client reporting for family offices, wealth managers and asset managers.Managed the implementation, coordinated resources to execute on reporting and system improvements and meeting key mile stones. Identify and implemented improvements ensuring the platform was fully adopted and provided improvements from the client's previous platform. -
Senior Product ManagerBroadridge Apr 2015 - Jun 2016New York, New York, Us
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General Manager, Institutional Investor VerticalNetage Solutions Jul 2013 - Jan 2015Watertown, Ma, UsResponsible for business development and product management for Netage Solutions' institutional investor (asset allocators) vertical.Built sales and sales support organization. Determined territory assignments, managed and monitored sales pipeline and was significantly involved in larger, more strategic deals. Worked closely with Marketing department on lead generation, collateral development and branding. Provided thought leadership and spoke at industry conferences.Managed product management team, determined product road map, release scope and go to market plans. Introduced two new products in addition to revamping core product offering.Responsible for product management and strategy for Netage Solutions' institutional investor vertical. Institutional Investor market segments include single and multi-family offices, endowments and foundations, pension funds and other institutional investors. Determined positioning and developed competitive intelligence. Defined and managed product road map, managed and introduced multiple releases and new product offerings. Simplified pricing model while increasing recurring revenue by 20%.Responsible for third party partner relationships and integration program across all market verticals. Developed strategic relationships with leading market data provides including Preqin, S&P, PitchBook and others. -
Director Of Product Management & StrategyByallaccounts Oct 2011 - Jun 2013Responsible for product strategy, management and product marketing. Determine product positioning, market segmentation and pricing. Focused on creating product and market strategies that will drive future growth and increased profitability.Developed new product development process and decision making framework. Guide strategic planning process to determine what markets we should attack and our positioning in each market. Develop product road maps based on market segmentation and channel.Designed and implemented new pricing model that adds values to the client and creates more predictable revenue stream for the company. New price model has doubled average contract value for new customers and increased recurring revenue (MRR) by 18%.
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Senior ConsultantFamily Office Metrics Jan 2008 - Sep 2011New York, Ny, UsWorked with high net worth individuals, single and multi-family offices, and institutions in regards to people, process and technology. Primary areas of expertise in strategy and technology. -
Senior Director, Technology Product ManagementFidelity Investments Apr 1998 - Jan 2008Boston, Ma, UsTechnology Product Manager for Fidelity's Registered Investment Advisor (RIA) and Family Office Services business units.Fidelity Family Office Services:Employee #12 helping to launch Fidelity Family Office focused business unit. Responsibilities and accomplishments included:- Working closely with family offices to understand their technology and operations challenges- Created a technology vision prototype that acted as early development road map- Managed early adopters program of first release of technology platform- Revamped client reportingFidelity Registered Investment Advisor Group:Managed a team of product managers responsible for Fidelity's proprietary electronic trading and third party integration platform. Responsibilities included:- Understanding the trading and reporting needs of independent registered investment advisors- Managing the product road map and software development life cycle for Fidelity's Advisor CHANNEL product- Managed third party technology relations including being the primary point person for Fidelity's Advent relationship -
Account ManagerThomson Financial 1993 - 1998UsManaged overall relationship for multiple technology products including portfolio management and trade order management software. Clients included global asset managers, national wealth management firms and regional family offices.- Worked in European office (London) for six months developing and mentoring a new account management team. -
Account ManagerState Street 1992 - 1992Boston, Massachusetts, Us
Mark Wickersham Skills
Product Management
Financial Services
Product Development
Management
Portfolio Management
Product Marketing
Strategy
Investments
User Experience
Market Research
Asset Management
Wealth Management
Business Development
Start Ups
Crm
Alternative Investments
Saas
Product Road Mapping
Strategic Planning
Positioning
Pricing
Business Analysis
Segmentation
Consulting
New Product Development
Market Segmentation
Mark Wickersham Education Details
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Southern New Hampshire UniversityEconomics And Finance -
Professional Development
Frequently Asked Questions about Mark Wickersham
What company does Mark Wickersham work for?
Mark Wickersham works for Asseta Ai
What is Mark Wickersham's role at the current company?
Mark Wickersham's current role is Director of Strategic Partnerships.
What is Mark Wickersham's email address?
Mark Wickersham's email address is ma****@****ion.com
What is Mark Wickersham's direct phone number?
Mark Wickersham's direct phone number is +161761*****
What schools did Mark Wickersham attend?
Mark Wickersham attended Southern New Hampshire University, Professional Development.
What are some of Mark Wickersham's interests?
Mark Wickersham has interest in Children.
What skills is Mark Wickersham known for?
Mark Wickersham has skills like Product Management, Financial Services, Product Development, Management, Portfolio Management, Product Marketing, Strategy, Investments, User Experience, Market Research, Asset Management, Wealth Management.
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