Rich Schellhammer Email & Phone Number

United States

Boston, Massachusetts, United States

Everett, Massachusetts, United States

• Responsible for institutional defined contribution client relationships within Global Institutional Accounting• Client-facing and consultative role acting as primary contact for all DC relationships from structural, valuation and vendor relationship perspectives• Liaise with client recordkeepers to ensure data transmissions are properly maintained for all plans• Project manager for all client events, such as relationship onboardings, plan restructurings, and additional services• Problem/issue resolution for all defined contribution clients• Coordinate all internal BNYM resources to provide analysis and recommendations for clients• Responsible for responding to RFP inquiries and presenting BNYM DC capabilities during new business/retention opportunities

Everett, Massachusetts

• Manage a highly successful team of 25-30 professionals in the preparation of audited financial statements for clients’ daily and monthly close process with total value exceeding $500b• Oversee all aspects of client audits, including regulatory reporting requirements• Create, analyze, and manage KPI/KRI metrics to support continuous process improvement• Responsible for retention of large, high-profile CGNP clients through strategic presentations and RFP process (99%+ retention)• Develop and produce custom financials to meet client and regulatory requirements • Establish and standardize methodologies, processes and tools and ensure integration of these within relevant operational teams• Design and monitor all internal control practices• Act as project lead for all client initiatives, conversion events and restructurings• Perform constant review of automation activities to effect efficiency improvements• Manage effective stakeholder engagement and communications to ensure departmental alignment in the design and execution of project efforts• Perform annual reviews and assessments for clients • Shape, develop and mentor staff through on-boarding, open communication, training and development opportunities and performance management processes

Everett, Massachusetts

• Responsible for oversight of institutional client relationships valued at over $250B• Managed 15 analysts supporting daily and monthly valuation operations• Ensured timely processing of custody functions and efficient delivery of audited statements focusing on corporate DB/DC plans • Responsible for developing customized financial reporting solutions per client-specific requirements• Main point of contact for all client audits and other regulatory matters• Supported business development opportunities and client conversions• Recognized for leading BNYM’s Asset Servicing “Team of the Year” in 2007

Everett, Massachusetts

• Managed all monthly reporting and month end close process for two of the bank’s largest clients totaling $50B in value• Successfully adhered to client and market deadlines to mitigate investment risk• Supported unit managers in responding to client inquiries• Lead new hire training and ongoing staff development and training

Master Of Business Administration (Mba)

Bachelor Of Arts - Ba