Tracey Miller Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Functioned as a technical/functional master in retirement plan sales strategy and made decisions on tactical issues that impacted the retirement business.* Oversaw the implementation of policies and procedures supporting the business area strategy.* Drove and oversaw meeting planning in support of the retirement sales strategy and objectives collaborating with multiple stakeholders such as Marketing, IT, Sales, Government Relations and Finance, for example.

Served as the primary Transition Manager for TIAA’s largest retirement plan for their retirement plans on-boarding. This included on-boarding and training on retirement plan administration as well as adding new services to their multiple retirement plans. Collaborated with outside vendors and leading industry consultants on onboarding and vendor concerns for many of TIAA’s top retirement plans. Worked on a variety of transitions with top 200 clients on a multitude of retirement plan products and services including consulting and set up of new and existing services.

Westwood, Massachusetts, United States

Coordinated the conversion of Defined Contribution retirement plans and Taft Hartley plans for John Hancock Retirement Plan Services.* Headed the Implementation Team to on-board new Defined Contribution Plans to John Hancock Retirement Plan Services facilitating client meetings, collaborating with client advisors and being the main contact for the client during the implementation phase.* Collaborated with internal partners such as Sales, Institutional Relationship Managers, IT, Product, and Compliance to lead successful implementations.* Worked on the largest Defined Contribution relationships within the John Hancock Retirement Plan Services client base to create updated services, enhance relationships and onboarding of new relationships.

Marlborough, Ma

• Worked directly with clients, industry peers, and internal contacts to transition Defined Contribution retirement plans with over $1B in assets to new 401(k) record-keepers and trustees. Created integrated project plan and procedures governing various segments to standardize future transitions. Became the subject matter expert for the department after presenting the plan to various internal groups for their approval.• Coordinated the conversion phase of Defined Contribution retirement plans for Fidelity Investments’ largest 401(k) and 403 (b) plan segments. • Interacted with all levels of management and peer groups to influence project outcomes.• Led process improvement initiatives and identified best practices to reduce errors.• Built the onboarding curriculum for new team members and mentored new associates on client issues.• Consistently praised for keeping project costs under budget while managing client expectations, and for satisfying client needs while influencing them to adopt Fidelity best practices.

Bachelor Of Science - Bs, Finance/Investments

Master Of Business Administration - Mba, Marketing