Rob Snyder Email & Phone Number

Warren, NJ, US

New Jersey, United States

Enjoying volunteering, playing ice hockey, Pickleball, golf, exercise, and spending more time with family and friends

New York, New York, United States

Responsible for business growth by implementing new products that help our clients save money, reduce risk, and provide superior service to their underlying clients. Developing marketing, social media and direct calling campaigns to drive business growth. Kingfield is developing a common, digital eco-system to reduce risk and operational friction among.

New York, NY

• Relationship Executive, Managing Director, Banks & Insurance Segment (Aug 2017- Jan 2021)
• Team Leader for 7 Franchise clients exceeding $250 million in annual revenue comprised of global custody, fund administration, securities lending, and FX products.
• Grew revenue by $50+ million over 3 years by securing several large asset servicing mandates from competitors. Developed strong personal relationship with clients and ensured 150+ service team delivered a superior.
• Grew revenue by $50+ million over 3 years by securing several large asset servicing mandates from competitors. Developed strong personal relationship with clients and ensured 150+ service team delivered a superior.
• Led 7 person U.S. sales and relationship team that targeted 200 Asset Owner prospects (corporate, endowment & foundations and public funds) and top 10 Benefit Consultants. Show less

New York, United States

Responsible for sales to 95 institutional clients and prospects which include corporations, endowments, and foundations. Scessfully passed Series 7 and completed intensive 12-week training program. Training included pension accounting, risk budgeting, fixed income, equities, and alternative product modules. Sold $500,000 in new business within 3 months.

Led Middle Market and Endowment & Foundation group which consisted of 350 clients, annual revenue of $90 million and staff of 47. Implemented a 3 year strategic plan and grew annual revenue by 73%. Re-defined core product offering and service delivery model. Hired 5 new sales and relationship managers and aligned them geographically to leverage Firm’s.

Global relationship manager for two Franchise clients that represented $110 million in annual revenue to WSS. Sold over $20 million in new global business and exceeded revenue goals by 100%. Cross sold products including securities lending (20 new funds); global derivatives collateral management; custody and administration services for 18 new 40 ACT.

Led 8-person product management and marketing team responsible for developing and implementing product strategies for $267 million Asset Servicing Group. Developed 3-year strategy plans for 4 products which included detailed market sizing, competitor, and customer analysis. Implemented unique direct mail campaign that resulted in over $5 million in new.

Led 7 person U.S. sales team responsible for selling structured finance products to asset-backed and mortgage-backed market participants. Increased sales team revenue by 97% from $15 million in 2000 to $29.5 million in 2002 by developing and implementing focused market segmentations, marketing plans, and targeted calling plans. Consistently achieved top 3.

Responsible for Trust group’s new business sales of structured finance products to asset-backed and mortgage-backed market participants. Increased structured finance sales revenue more than tenfold from $ 500,000 in 1995 to $6,500,000 in 2000 through an aggressive calling effort. Top producing sales person last three years and helped JPM achieve #1 in.

Directly managed Benefit Payments Division responsible for client management (250 clients), production and disbursement of nearly 5 million annual retiree payments. Responsible for business plan of $ 15 million and supervising a staff of 60.

Participated in wide variety of strategic and operational projects involving financial, organizational, legal, product enhancement and delivery issues.

Credit

Mba In Finance, Finance

Bs, Economics

Activities and Societies: Ice Hockey Team

Bs, Economics

Activities and Societies: Semester Abroad