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, market analysis, lead generation, requirements elicitation, solutions design, presentation, tender, negotiation, contract management and execution (relationship management). Management of opportunity pipeline, leveraging CRM to enable operational, management, financial, fraud/risk and company reporting. Drive brand awareness across target segments, by way of marketing collateral (hardcopy, digital, print), industry counsel and thought leaderships (events), reference and referral models, joint ventures and networking. Achievements:* Consistently exceeded annual stretch targets, enabling; Revenue Growth 174%, empowering 100% of profit share to all entitled participants (employees) and support further business reinvestment.* Administered 600% uplift of subscription-based revenue (software).* Leader of six enterprise growth strategies, inclusive of; New Clients Segments (Wealth, Insurance, NFP), Product Development, Price Elevation, and Geographic Expansion accounting for 27% of enterprise gross revenue within 24 months of establishment of Sydney and Brisbane offices.* Supervision and Counsel to all Relationship, Partnership (JV) and Service Requirements and Counsel to staff nationally. Superior customer satisfaction results and KPI’s led to industry recognition by winning SuperReview’s consultancy of the Year and FinTech Business Awards Compliance Innovator of the Year.

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 relationships and deliver product/client/industry insights and analysts to market development, design, manage and product service departments.Achievements: * Identified, sourced, managed and negotiated the largest subscription (delayed data) deal ‘win’ for Thomson Reuters.* Promoted ancillary and partner services to new clients, peer differentiating them by elevating their own offering to market and providing direct access to associated services and capability.* Project managed the largest global RFI and RFP process undertaken by Finance & Risk division, encompassing greater than 3.5 million data points.* Instrumental in increasing brand profile and assets across target buy-side segment (Funds Management, Superannuation, Custody, Administration, Hedge Funds and Commodity entities).* Influential in building office profile by way of; Key hires, performance metric reports, event hosting and management.* Platinum ‘Above & Beyond’ Award Winner. Inspirational ‘Sales Kick Off’ plenary speaker. AsiaPac ‘Feel the (sales) Power’ competition finalist.

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 providers, by way of maintaining robust relationships, performance metrics, incident reports, delivery schedules, SLA and compliance reporting. Monitor, manage, and settle all administration costs, stock lending and mark-to-market programs. Establish, document and ensure departments adherence to ‘best-practice’ procedures, regulatory requirements and promotion of increased efficiency, accuracy and market reputation where viable. Project Manage all investment and product transitions, encompassing; product launches, take-on/off, fund rationalisation, new supplier due diligence, system and process enhancement.

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 growth opportunities and cost savings where viable. Supervision and tutorial of all support staff. Achievements:* Facilitated increase in assets under custody for allocated client base of approx 12% YoY against declining market values, plus significant uplift in associated cost/income ratios.* Influential in the initiation and enhancement of controls, products and processes, by way of championing ideas, forums and policies, including:- Forums: Member of Kaizen (good-change) and ‘talent & ideas / future leaders’ program, a forum which is primarily focused on increasing client satisfaction, revenue streams, cost savings, new initiatives and competitor intelligence/analysis.- Polices: Instruction, Remediation, KPI, Business Integration, Engagement framework.- Products: Tri-Party escrow, MDA, Digital, Data flows, Asset Registration, Tax documentation. * Managed various strategic transactions such as; Seeding, Fund Migrations/Consolidations, New Market establishment and Wind-Up’s. Managed four transactions concurrently for unrelated clients totaling flows of A$35Bn.* Retained 100% of clients ‘tendering’ in opposition to aggressive market environment.* Networks leveraged for RFP opportunities, converting 100% thereof. * Excellent YoY client & staff satisfaction results Avg 88% engagement and 92% enablement scores.

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, investment guidelines and fees. Attend, host, chair and facilitate meetings with clients, agents, internal departments and outsourced vendor functions. Establish and maintain ongoing relationship strategy to ensure client requirements are addressed, opportunities identified and cost savings realised where appropriate. Research, index, generate and introduce procedContures to address any requirements that fall outside of standard operational models, to ultimately improve client delivery. Quality control and distribution of all client reporting. Achievements:* Initiated, tested, documented and managed PFDC commission disclosures for all UK domiciled clients, delivering 100% of disclosures within regulatory timeframes.* Implemented and supported web access for client deliverables, inclusive of legal documentation, security administration and go-to-market promotion of enhanced capability.* Inaugurated audit across allocated client base resulting in 25% operational cost saving.* Management of material service provider and bi-party relationships, resulting in enhanced performance, for both direct and ‘shared’ clients.

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 scorecards.

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.