Nichlaus 🤙 Thacker Email & Phone Number

Minneapolis, Mn, Us

London, Gb

●Responsible for strategic enterprise business development efforts (>$1B ARR) across FNZ target markets including banks, broker-dealers, and RIAs in North America. ●FNZ provides a global, end-to-end wealth management platform that delivers FinTech, business processing outsourcing & custody services that partners with 650 financial institutions & 12,000 wealth managers, with $1.5 trillion in AUA across 24 million retail investors.

A strategic wealthtech management consultancy firm specializing in financial institutions that include bank trust, broker-dealer, RIA, TAMP, and B2B FinTech focused on enterprise wealth ecosystem to deliver exceptional client and advisor experiences. Our mission is to change how financial institutions and wealthtech providers deliver financial wellness, education and fulfillment.We are frequently requested to consult with venture capital, management consulting firms, B2B SaaS companies, & expert networks about the U.S. Enterprise Fintech + WealthTech market focused on financial advisor desktops including CRM, digital onboarding, proposal generation, financial planning, portfolio management, sleeve-level portfolio accounting, trade order management, model management, rebalancing, document management, data aggregation, performance reporting, billing, client portals & all-in-one platforms. ●Consulting Services - Hourly on Demand●Consulting Services - Platform Design ●Sales Process Design Session●Digital Selling University●Fractional Sales Leadership - Market Insights, GTM Strategy, Organizational Design, Process & Plays, Messaging, Enablement & Operations, Sales Technology Stack●Provided consulting services expertise to a $3T+ full service financial institution supporting IBD & RIA firms across trade order management, trade rebalancing, model marketplaces, sleeve-level portfolio accounting, and performance reporting.

●Organized and directed 10 and under youth group practice activities & exercises.

Colorado Springs, Co, Us

● Level 1 Certified USA Hockey Coach for youth 8-and-under (mite) in skill development and game day operations and strategies.

New York, New York, Us

●Responsible for strategic enterprise business development efforts (>$6B ARR) and segment leader across broker-dealers, RIAs, TAMPs and clearing/custody platforms in North America.Demonstrated highly consultative approach in selling SaaS platform ecosystem with over 200+ products & services including:● Advisor Compensation● Advisor Desktop● Alternative Investments Hub● Artificial Intelligence & Insights● Back-Office Operations Platforms● Business Process Outsourcing● Class Actions● Data Aggregation & Management● Digital Onboarding & New Account Opening● Digital Marketing for Advisors● Fee Billing & Revenue Management● Financial Advisor Accreditation● Management Consulting● Performance Reporting & Analytics● Proxy Services● Retirement, Trust & Global Custody Services● Securities Based Lending● Tax Services & Reporting● Trade Order Management● Investor Portal

Herndon, Virginia, Us

Responsible for strategic enterprise business development efforts (>$30M ARR) across Skience target markets including banks, broker-dealers, and RIAs in North America. ● Signed #1 global custodian & top 10 RIA aggregator● Managed all aspects of business development life cycle including GTM sales strategy, mentoring, social selling, trade show speaker, media interviews, industry round-table ambassador, product demonstrations, pricing & negotiating contracts to deals won.Demonstrated highly consultative approach in selling entire SaaS platform suite & CRM professional services including:● CRM● Digital Onboarding & New Account Opening● Advisor Recruiting & Transitions● Data Aggregation● Document Management● Advisor & Client Portal● Trade Surveillance● Salesforce Consulting - Sales Cloud, Financial Services Cloud, Experience Cloud, Marketing Cloud, & Service Cloud

Wakefield, Ma, Us

Responsible for strategic enterprise business development efforts (>$100M ARR) across Vestmark's target markets including asset managers, banks, broker-dealers, TAMPs, RIAs and clearing/custody platforms in North America. ● Managed all aspects of business development life cycle including account plan development, cold calls, inside sales & sales engineer mentoring, design targeted presentations to clients needs, social selling & marketing campaigns, trade show speaker, media interviews, industry round-table ambassador, product demonstrations, pricing & negotiating contracts to deals won.● Signed #1 independent broker-dealer, #1 insurance broker-dealer, #2 turnkey asset management platform & 3rd largest clearing firm in the United States.●Fiscal 2019 - 424% of Quota●Fiscal 2018 - 336% of Quota●Fiscal 2017 - 411% of QuotaDemonstrated highly technical and consultative approach in selling entire SaaS platform suite of solutions & outsourced services including:● Proposal Generation● Portfolio Management● Overlay Portfolio Management● Sleeve Level Portfolio Accounting● Model Management & Delivery● Composite & Client Reporting● Trade Order Management & Rebalancing ● Performance Measurement● Asset Manager & Model Marketplace● Front, Middle, & Back-Office Outsourced Services

Minneapolis, Mn, Us

● Responsible for consulting directly with breakaway advisors, IBD and RIA channels about the benefits of becoming an independent & leveraging the clearing & custody platform.● Nominated and selected by senior executive team to participate in a next generation leadership development program, a distinguished group of employees from across all U.S. businesses that have continually demonstrated outstanding performance in role and special initiative projects.

Minneapolis, Mn, Us

● Recipient of the RBC WM Award of Excellence for collaborating across the organization - successful in onboarding six new broker-dealer clients in four months that included $2 million in new business revenue.

Toronto, Ontario, Ca

● Served as the inaugural Overlay Portfolio Manager; drove all aspects of establishing and managing the firm's Specialty Portfolios advisory product, positioning RBC to offer in-house Overlay Trading Services to private client, IBD and RIA financial professionals within three-months and grew model roster, total accounts and AUM by 200% over two years.●Spearheaded the on-boarding and integration of $1.1 billion of assets in four months for 95 money managers using the RIA custody platform.

Toronto, Ontario, Ca

● Managed trading department of nine employees that supported equity and fixed income products and executed 61% of RBC equity trade volumes for 103,000 retail clients with assets of $29 billion.● Participated in all phases of the $250 million back-office conversion from Beta to Broadridge BPS and led integration of three trade order management (APL, AOM, ICI/IMPACT) systems.

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Bachelor’S Degree, Management

Business Administration And Management, General