Jeffrey Morris Email and Phone Number
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An engaged and versatile marketing and financial services professional with more than 10 years experience in marketing strategy, project management, people leadership, and operations excellence.
Vanguard
View- Website:
- vanguard.com
- Employees:
- 19280
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Senior ManagerVanguard Sep 2023 - Present
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Product Owner - Self Directed Engagement MarketingVanguard Aug 2021 - Oct 2023
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Senior Strategy AnalystVanguard Jan 2020 - Aug 2021As a Senior Strategy Analyst, I helped Vanguard's Retail division to figure out "What's next?" Responsible for analyzing the competitive landscape, investigating investor needs and proposing new solutions that advance our mission of giving all investors the best chance for investment success.
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Senior Marketing ManagerVanguard Nov 2018 - Jan 2020As a Senior Marketing Manager in Vanguard's Retail Marketing department, I led the development of marketing strategies for our investment product ecosystem, brought new products to market, and helped to reduce complexity for investors so they can more easily reach their goals.
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Project Manager, Retail Marketing Prospect StrategyVanguard Nov 2016 - Nov 2018As the Project Manager for the Prospect Experience Team, I led the digital acquisition and experimentation strategy for Vanguard's $1T+ retail business. Using an iterative testing approach, we designed and implementing new capabilities for the retail website that drove client growth and improved the investor experience.
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Manager, Ultra High Net Worth Asset Management ServicesVanguard Apr 2014 - Nov 2016Led a team of up to 10 senior client service experts serving a book of business with over $8 billion in managed assets. Responsibilities include coaching, training and inspiring the team, developing new processes to improve the client experience and resolving elevated client situations. The team maintains world-class net promoter scores and has attracted record numbers of new clients.Using critical conceptual thinking and project management skills, partnered with leaders across the company to design and execute a strategy to transform the UHNW Asset Management Services business into a new, technology driven, enhanced offering called Personal Advisor Services (PAS). Concurrently, leads a team of 4 trust sales specialists responsible for generating new business for Vanguard National Trust Company (VNTC).
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Supervisor, Specialty Brokerage Services – Stock Record TeamVanguard 2012 - Apr 2014Responsible for the integrity of broker-dealer position record, a highly regulated function. Oversaw a team of six crew who performed critical control and resolution functions in an environment where errors could lead to significant regulatory impact. Led multiple projects to reduce risk across the broker-dealer.After a reorganization, led a successful departmental initiative to build a distinct high-performance culture and brand through a mix of team-building, marketing and communications.
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Service Administrator, Retail Resolution ServicesVanguard 2010 - 2012Served in a “Team Senior” capacity for the business while performing quality review, coaching & work distribution. Analyzed trends, developed a team dashboard and led process improvement efforts.
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Problem Resolution Associate, Executive Action Response Services “Ears”Vanguard 2008 - 2010Researched and responded to client letters and complaints sent to Vanguard executives. Used advanced service recovery skills to address client issues and create positive outcomes.
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Business Analyst, Management Development ProgramWilmington Finance 2006 - 2007Rotational leadership program, performed data analysis of sales branches for senior leadership.
Jeffrey Morris Skills
Jeffrey Morris Education Details
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Finance -
Marketing
Frequently Asked Questions about Jeffrey Morris
What company does Jeffrey Morris work for?
Jeffrey Morris works for Vanguard
What is Jeffrey Morris's role at the current company?
Jeffrey Morris's current role is Senior Manager - Head of Investment Product Marketing.
What is Jeffrey Morris's email address?
Jeffrey Morris's email address is jm****@****ard.com
What schools did Jeffrey Morris attend?
Jeffrey Morris attended Villanova University, Villanova University.
What skills is Jeffrey Morris known for?
Jeffrey Morris has skills like Leadership, Project Management, Operational Management, Communications, Dashboard Metrics, Management, Microsoft Office, Communication.
Who are Jeffrey Morris's colleagues?
Jeffrey Morris's colleagues are La-Tisha Alston, Ciara Casillas, Fredric Freeman Iii, Ryan Webster, Devin Thompson, Shiva Shanker Jinka, Stephen Dias.
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