Matthew Emmet Email & Phone Number

United States

San Francisco Bay Area

Denver, Colorado, United States

Breckenridge, Colorado, United States

Denver, Colorado, United States

Greenwood Village, CO

Denver, CO

Denver, Colorado

Greenwood Village, CO

• Successfully managed a team comprised of 15 Associates tasked with supporting Fidelity’s retirement sales platform with a focus on presenting fair and balanced client solutions in a competitive retirement sales.
• Implemented strategy that facilitated team engagement in the achievement of sales goals, client scorecards and both individual and team-based results.
• Maintained responsibility and achieved an annual new money goals of $120M.
• Trained as a consultative selling skill coach, used to improve the teams selling ability.

Greenwood Village, CO

• Provided comprehensive leadership and direction for a sales-focused Executive Client Management team responsible for creating long-term, profitable relationships and providing financial services to Fortune 500.
• Facilitated coaching and development opportunities for 14 Associates interacting with Fortune 500 CEO’s, C-Suite employees and corporate insiders.
• Led sales activities seeking the acquisition of 10B5-1 plans, 16-B insiders and outside assets.
• Played a key role serving as the pivot point delivering expertise in transitioning management beyond plan sponsor scope.
• Recognized as the #1 ranked National Manager in both 2009 and 2011 for achieving the highest Fidelity customer experience scores.

Greenwood Village, CO

• Provided leadership and direction to Financial Representatives servicing retail clients and a team comprised of 15-18 representatives with different skill sets who surpassed functional goals and delivered.
• Implemented strategy that successfully motivated staff to exceed monthly metrics in terms of customer satisfaction, sales leads, trade accuracy and efficiency measures.
• Continually monitored daily brokerage activities to ensure compliance with strict policies and procedures and mitigate risk to the organization.

Greenwood Village, CO

• Directed a staff comprised of 25 Associates while maintaining responsibilities for 4 separate product lines including defined contributions, defined benefits, health & welfare and HR/payroll.
• Led comprehensive performance management effort, conducting individual coaching and development planning to support increases in both individual and team performance.
• Implemented effective strategy that supported expectations, drove resource efficiencies and ensured the achievement of key quality, cost and service delivery goals.
• Oversaw a number of recognition and engagement programs that supported over 600 associates.
• Delivered highly successful sales demonstrations for client prospects that detailed phone infrastructure capabilities, redundancy strategies, technology and associate development approaches to aid in the sales process.

Greenwood Village, CO

• Certified Employee Communication Specialist, (2002 – 2004)
• Designed and presented highly engaging, educational Retirement Savings Plan and Investment Strategy workshops and Corporate transition meetings for Fidelity Institutional clients.
• Prepared asset acquisition lead reports for both internal and external review.
• Worked in collaboration with plan sponsors to ensure the delivery of a “best-in-class” experience. Defined Contributions Senior Representative, (2001 – 2004)
• Utilized a highly-developed knowledge of retirement plans products to resolved a wide-range of escalated participant issues and internal help desk calls.
• Continually engaged workflow processes from the identification of problems to creating and implementing of the solutions including following up to ensure resolution.

Bachelor Of Arts (B.A.), Political Science, Public Affairs

Master Of Business Administration (Mba), Accounting And Finance