Michael Wilcox Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Assisting a new market participant with its go-to-market strategy

Melbourne, Australia

Responsibilities: Executive Leadership and Principal of Business Development & Relationship functions, Head of Commercial Team and Operations 2IC. Promotion of independent advice, delivery, software and subject matter solutions across supply chains of Superannuation, Wealth and Insurance. Sales cycle ownership inclusive of associated strategies, campaigns.

Melbourne, Australia

Responsibilities: Deliver profitable subscription and outright revenue across Finance & Risk enterprise services. Accountable for all stages of an opportunity from lead generation, requirements elicitation, solution design, RFI/RFP, presentation, commercial and contractual negotiations and implementation sponsor. Nurture and develop senior level customer.

Melbourne, Australia

Responsibilities: Manager of investment operations ensuring delivery cycles of; settlement, liquidity, unit pricing, accounting, valuation, regulatory reporting, reconciliations, claim, asset allocation, exposure monitoring and market documentation is completed in an accurate and timely manner. Supervision and management of third-party material service.

Melbourne, Australia

Responsibilities: Responsible for all service, strategic and relationship engagement and supervision of all business interactions. Manage the timely delivery of product and services inclusive of CRM; service reviews, KPI reporting, compliance disclosures, SLA maintenance, risk monitoring, query and breach disclosure functions. Identify and capitalise on.

Responsibilities: Management and ownership of all client request and queries relating to Aberdeen’s operations and administration. Primary support for Client Directors and Fund Managers on investment, performance and relationships. Responsible for client ‘change management’ events including; onboarding, terminations, agreements, benchmark maintenance.

Responsibilities: Principal Account/Service Manager for Merrill Lynch investments, with ownership of all outsourced functions, inclusive of query and dispute management, corporate and proxy election, fund accounting and unit pricing deliverables, stock lending reporting and client documentation inclusive of; breach reporting, SLA, KPI and satisfaction.

Responsibilities: Operations Senior Analyst; Communication, election, collection, instruction, market reflection of all portfolio events and transactions (corporate actions, income, trade, tax).Account Manager; Management of all operational and compliance deliverables and point of reference and escalation, ensuring 100% query resolution rate.

Responsibilities: Operations (Warrants, Bonds, Equities, Indices, FX), Client Services.

Cashier, Sales, Client Services in HSBC's 2nd busiest UK branch. Role gave me the foundation for accuracy, confidentiality, client service and the ability to work in a pressure environment.