Ryan Halliday Email and Phone Number

As a Participant Engagement Consultant within Fidelity's Stock Plan Services, Emerging Products, Non-Qual DC & Business Partners,Works, I work directly with plan sponsors to develop and execute a participant engagement strategy that increases participant understanding and appreciation of their equity compensation and incorporates the many services available through Fidelity's investment and wealth management representatives.

Critical focal point for customers during the implementation of the HCM and Workforce Dimensions Product. Managed cross-departmental teams to incorporate other technical and application resources when needed to help customers achieve rapid time-to-value.Designed, managed, and improved multiple concurrent projects and in accordance with the Kronos Paragon methodology. Provided technical and leadership guidance and direction to personnel to ensure proper timely completion of work and… Show more Critical focal point for customers during the implementation of the HCM and Workforce Dimensions Product. Managed cross-departmental teams to incorporate other technical and application resources when needed to help customers achieve rapid time-to-value.Designed, managed, and improved multiple concurrent projects and in accordance with the Kronos Paragon methodology. Provided technical and leadership guidance and direction to personnel to ensure proper timely completion of work and strategies to ensure customer satisfaction and success with a new product. Show less

Manage the implementation of professional services projects to successfully transition clients onto Anaqua’s Intellectual Property Management Platform. Responsible for conducting new client presentations at project kickoff, requirements gathering and coordinating with client’s project manager and team, for transition to Anaqua service. Oversaw the implementation of the project on a daily basis (including multiple projects) with regard to time, budget and quality.

I assumed responsibility for the management and delivery of projects from implementation to final deployment, working closely with clients to determine and obtain mutual agreement on project scope, schedules, costs, project plans, priorities, resource allocations, and status reporting.Acted as a client consultant on best practices around proposal writing, proposal management, content management, RFP/Proposal workflow and automation, as well as preparing for change management in their… Show more I assumed responsibility for the management and delivery of projects from implementation to final deployment, working closely with clients to determine and obtain mutual agreement on project scope, schedules, costs, project plans, priorities, resource allocations, and status reporting.Acted as a client consultant on best practices around proposal writing, proposal management, content management, RFP/Proposal workflow and automation, as well as preparing for change management in their current processes.I managed and completed multiple projects simultaneously and worked to ensure a high level ofcustomer satisfaction with and ongoing adoption of Qvidian solutions, looking to work within a 65%utilization rate on client billable work. Show less

Promoted seamless integration of Fidelity products and services by providing a comprehensive trainingcurriculum to new and existing correspondents. Leveraged multiple methods of instruction (classroom,desktop, WebEx, and phone) to build end user proficiency. Enabled management to capitalize onlessons learned by providing a written training plan and agenda, matrix, workflow tracker, daily log,post-event write-up, survey distribution, and peer feedback for each conversion.

Responsible for the management, completion and production of proposals, Request for Proposals,Scope of Work, C-Level proposals and finalist Sales Presentations requests from Sales and RMbusiness partners, including: Account Executives, Solution Architects, Product and ServicesConsultants, Managing Directors, and Senior Management.

Day to Day Account Management of group insurance for 57 clients ranging in size from 1 employee to300+ employees. Responsible for renewal presentations, sales support, customer services, escalations,and discovering cost savings solutions for current and new business.

Supported the sales team by processing expedient and accurate proposal requests for Group nonmedicalinsurance.

Supported Client Service Managers in the day to day operations of Tax-Exempt Market clients ofvarious size. It was my responsibility to provide accurate, timely and easily presentable reports, makecorrective actions to accounts, and find solutions to any sort of issues that companies would experiencewith their retirement plans. Was responsible for maintaining my Series 6, and Series 63 license.

Lead, motivated, and monitored a team of senior retirement specialist, Monitored calls for quality,efficiency, and accuracy, Handled escalated phone calls and situations, and was also responsible forrelating plan rules, guidelines, and laws to retirement service associates. My team was a senior teamof associates that focused specifically on Defined Benefit, Emeriti, and Defined Contribution productswithin the Tax-exempt Market.

As a phone representative, I was responsible for assisting participants with trades/exchanges, loans,withdrawals, contributions, account maintenance, and general questions regarding their retirement plan,as well as retaining assets and discovering new leads for sales team.

Responsible for selling high end stereo equipment and home entertainment centers

Received and processed orders for energy efficient products in person, through the telephone, and viathe internet, answered technical questions over the phone as well as in person, and processed rebatesin conjunction with power companies and manufacturers