Molly Thompson Email and Phone Number

CAPTRUST, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. For more information about CAPTRUST, please visit our website at www.captrust.com

Head of US Institutional Client Service (2019-2020)I led the US Institutional Client Service team managing the full life-cycle support for our large, global, complex institutional clients. This included 300+ clients representing pensions, corporations, insurance companies, sovereign wealth funds and asset managers, with over $40Bn in AUM.A significant component of this effort was the enhancement and management of a seamless and integrated client lifecycle process which increased client satisfaction and contributed significantly to client retention and cross-sales opportunities.I also drove collaboration and partnered closely with internal groups including sales, portfolio management, legal/compliance, operations, marketing and senior management on client and firm initiatives to enhance the client experience through process improvement and the use of technology.➤ Selected to participate in the Macquarie Director and Macquarie Executive Sponsorship programs to build core skills and align to leadership track.➤ Awarded the Culture Carrier award for the Client Group.Institutional Relationship Manager (2016-2019) In this leadership role I delivered support for our global client base including new account onboarding, coordination of RFPs and due diligence questionnaires, client reporting and ad hoc requests. We grew the global business by assisting the sales and investment teams in positioning focus products to global clients.I also led onsite due diligence meetings and training for global clients, prospects and sales staff including speaker preparation, driving content and material preparation.➤ Partnered with group head on the creation of reporting tools for the global business, including a business pipeline report, dashboard, and tracking report for the portfolio management team travel.

I managed a team of product specialists leading, coaching, and mentoring them to optimize collaboration and talent development. Among my key areas of impact were assessing the product line and initiating and coordinating new product development and consolidation.I was a key contributor to all aspects of product line changes from initial assessment and recommendation to senior management and board approval and finally to operational implementation and communication.On the Product Management side, I oversaw multiple product lines including the Delaware and Optimum Funds (sub-advised fund family), UCITS, SMAs, closed end funds, and variable insurance products. I supported three Delaware Fund Boards including presentations to the Board(s) on distribution, investment performance and product updates, responses to Board inquiries and leading the 15(c) contract renewal process on behalf of Product Management.➤ Awarded the Macquarie Funds Group Award for collaboration across divisions.➤ Served as a senior leader for the Optimum Funds, managing strong relationships with our strategic partner LPL Financial, the Funds’ sub-advisors and the Optimum Funds Board.➤ Managed the Investment Services Team providing internal and external support for the firm’s SMA business.