Matthew Earl Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Leader of national Senior Relationship Management team, responsible for Newport's largest and highest revenue clients.

Cincinnati Area

Cincinnati, Ohio

*Institutional Asset Management and Retirement Plan Services*Accountable for the retention, revenue growth and client satisfaction for book of business.*Develops personal relationships with C-suite and senior management decision makers at client and prospect organizations.*Consults with clients on retirement plan design and participant services to maintain a competitive retirement plan that attracts and retains valuable employees.*Studies the marketplace and provides comparative… Show more *Institutional Asset Management and Retirement Plan Services*Accountable for the retention, revenue growth and client satisfaction for book of business.*Develops personal relationships with C-suite and senior management decision makers at client and prospect organizations.*Consults with clients on retirement plan design and participant services to maintain a competitive retirement plan that attracts and retains valuable employees.*Studies the marketplace and provides comparative benchmark analysis to retirement plan committees. Delivers analysis of industry trends and fiduciary responsibility. Show less

* Provides leadership to multi-process operational team consisting of up to 20 associates that perform exception processing.* Initiates continuous improvement of processes, including identifying processing efficiencies and minimizing financial risk to company and clients.* Partners with internal and external partners to effectively foster a greater understanding of operational processes, therefore increasing partner and client satisfaction.* Ownership of project development that… Show more * Provides leadership to multi-process operational team consisting of up to 20 associates that perform exception processing.* Initiates continuous improvement of processes, including identifying processing efficiencies and minimizing financial risk to company and clients.* Partners with internal and external partners to effectively foster a greater understanding of operational processes, therefore increasing partner and client satisfaction.* Ownership of project development that impacts the team’s operational processes and regulatory compliance.* Continually exceeds goals while effectively monitoring and maintaining a compliant regulatory environment.* Manages associate searches, retention, performance reviews and growth. Show less

* Create and grow relationships with clients through business planning, plan design consulting and selling new products.* Provide leadership within team framework focusing on personal and professional development and surpassing team goals.* Conduct investment and plan reviews to ensure the client has a good understanding of the plan’s investment options, participant behavior and relevant fiduciary concerns.* Analyze client relationships and add services that benefit the client and… Show more * Create and grow relationships with clients through business planning, plan design consulting and selling new products.* Provide leadership within team framework focusing on personal and professional development and surpassing team goals.* Conduct investment and plan reviews to ensure the client has a good understanding of the plan’s investment options, participant behavior and relevant fiduciary concerns.* Analyze client relationships and add services that benefit the client and Fidelity. Successfully teamed with Account Executives, resulting in multiple new clients. Show less

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