Ryan A. Macarthur, Cima® Email & Phone Number

Philadelphia, Pa, Us

Malvern, Pennsylvania, United States

Lead a team of forty Divisional Sales Managers and Sales Executives (wholesalers) responsible for cultivating relationships with wirehouse and large broker dealer advisors, growing loyalty in the client base through coaching and consultation, and driving asset and market share growth. Team is responsible for distribution of ETFs and mutual funds and management of client relationships that account for $500+ billion in AUM. Driven nearly $100 billion in net cash flows in the past three years (2018-2020), leading to market share growth of nearly 300 basis points.

Chicago, Illinois, United States

Led the Midwest broker dealer division accountable for regional distribution strategy and implementation for the wirehouse and large broker dealer channel.

Accountable for overall pricing and offer strategy for Vanguard’s institutional clients; a book nearing $900 billion in assets and 3.75 million participants. Responsible for segmentation, pricing and service offer decisions for Vanguard’s defined contribution (DC) recordkeeping business, as well as pricing for Vanguard’s $150B+ collective investment trust franchise. Develop and lead an organization responsible for evaluation of prospects in support of the business development process.• Launched the Offer Governance team in late 2013, which entailed consolidating, reorganizing, and adding talented leadership to existing, disparate functions.• Led strategic evaluation of client segmentation; recommendations unanimously accepted by senior leadership team; currently leading implementation of new approach.• Leading effort to establish and communicate a consistent set of key priorities for clients, allowing Relationship Management teams to have specific focus on solutions that are mutually beneficial to clients and Vanguard. • Driving implementation of scalable technology solution to support management of sales support and contracting processes; responsible for a technology budget of more than $7 million.

Led a team of Relationship Executives responsible for Vanguard’s largest defined contribution clients; responsible for outcomes of more than 50 of Vanguard’s most significant client relationships, totaling greater than $60 billion in assets under management.• Achieved top client loyalty scores (Net Promoter Score); consistently scoring above 70 as an aggregate book (scores above 50 considered to be excellent).• Executed a pricing strategy that led to retention of 100% of relationships while navigating several large and critical client RFPs.• Led effort to evolve Target Retirement Trust pricing strategy, which has yielded significant asset and client growth.• Collaborated with team to develop and implement relationship strategies with a focus on plan design, investment lineup and fiduciary oversight.• Partnered with colleagues on leadership team to develop business strategy, including service and technology development, and client service approach.

Led a multi-site team of Relationship Managers and Relationship Executives that work with over 600corporate defined contribution and defined benefit plan sponsors. These sponsors are collectively responsible for $300 billion in retirement plan assets, with greater than $80 billion invested in Vanguard products.• Drove strategy to expand leadership and RM presence in west coast office, supporting growth of client base. Strategy reduced costs and increased client loyalty.• Executed plan to grow cash flows from existing client relationships; yielded cash flows of greater than $10 billion per year from existing book of business in final year in role.• Developed curriculum leveraged to cross-train RM teams on DB investment topics. Primary focus on derisking, immunization and other LDI strategies, leveraging Vanguard product solutions.• Collaborate with colleagues on leadership team to form and implement broad business and client strategy.

Led cross-divisional project teams to evaluate new products, services, and markets – specific focus on international markets and domestic institutional business.• Led effort to evaluate Vanguard’s international business strategy. Strategic review led to entry into the UK and the relocation of Vanguard’s European headquarters from Brussels to London. Resulting asset growth has exceeded $200 billion.• Evaluated Vanguard’s defined benefit asset management strategy, focused on product and pricing trends.• Facilitated strategy sessions with senior business leaders, including Managing Directors and CEO.• Developed deep investment industry knowledge, focusing on product trends, competitor strategies; authored research and summary briefs on key strategic issues and competitors.

Prepared financial analysis to assist in the evaluation of business initiatives, capital investments, and new products & services.• Responsible for an annual budget of greater than one hundred million dollars.• Provided financial support for the software development arm of the Information Technology division.• Led a team charged with establishing an accurate, systematic, and repeatable process to account for software development project costs.

Led project teams in transferring new defined contribution retirement plan business ($10 - $50 Million in plan assets) onto Vanguard’s record keeping system• Led conversion kick-off meetings with sales manager, project team, and client.• Participated in sales meetings with prospective clients.• Developed working relationships with new clients, record keepers, and payroll vendors.

Mba, Finance

Bsba, Finance & Marketing