Jeffrey Morris Email & Phone Number

As 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.

As 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.

As 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.

Led 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).

Responsible 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.

Served 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.

Researched and responded to client letters and complaints sent to Vanguard executives. Used advanced service recovery skills to address client issues and create positive outcomes.

Rotational leadership program, performed data analysis of sales branches for senior leadership.

Master Of Business Administration (Mba), Finance

Bachelor Of Business Administration (Bba), Marketing

Activities and Societies: Vice President, Student Government Association; Blue Key Society; Orientation Counselor; Service Trip Leader.