Ryan Reilly Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland, Us

Embedded business manager currently serving as the chief of staff for the Head of USI Wealth Management (WM) distribution channel and strategic consultant to the WM Executive Team (WM ExCo), representing approx. $400B AUM, 100 associates, and 5 sales channels. Formerly served in same role for Head of USI Product & Marketing (P&M) and USI Product Marketing Executive Lead Team (PMLT).• Responsible for working with Head of WM and WM ExCo to build and manage annual strategic plans, operating plans, resource & headcount funding requests, and annual sales goals / forecasts. These deliverables are shared with other ‘heads of business’ peers and ultimately packaged for approval by leader(s) of USI and Global Distribution.• Work in partnership with WM leadership to build managerial infrastructure which supports rapid growth of WM business and Sales teams, including integrating strategic and operating plans with internal partner plans. E.g.: Working with Finance on budget mgmt., Data Intelligence on KPI dashboards oversight, and P&M on key initiative support.• Management of reoccurring WM ExCo meeting agendas and materials, including coordination with leadership of key partner teams (weekly ExCo mtgs., quarterly off-sites, bi-monthly all-hands, monthly Investment Product mtgs.)• Strategic Project leadership and management, examples include: USI Launch of FI ETF products, consolidation of internal Tableau dashboard suite, standing up agile remote ‘work streams’ in response to COVID, AUM data attribution

Baltimore, Maryland, Us

Responsible for managing a suite of market research and voice-of-customer (VOC) surveys, and translating the insights into actionable projects designed to enhance the experience of our institutional clients using an ‘outside-in’ approach. • Responsible for working with internal & external partners, to build a portfolio of annual VOC & market research which is executed throughout the year. Research is designed to assess the satisfaction of T. Rowe Price large and small market institutional clients and intermediaries with whom we partner. Results are analyzed, shared with RPS Senior Leadership Team (SLT), and action plans are created and maintained to ensure the feedback is addressed.• Create and maintain the Market Feedback Loops process of meeting with associates from seven client-facing RPS teams to channel client feedback. Results are then ‘trended’ and updates are discussed with RPS SLT quarterly.• Responsible for using VOC research insights to design, build, and implement strategic marketing projects that improve the experience(s) for all institutional clients. Examples: Welcome Experience for onboarding new plans (resulting in +42% YOY increase in on-time & IGO of required paperwork), and defining and re-pricing our B2C participant offer. Includes strategy and collateral development, process development, implementation, and management towards KPIs.• Other responsibilities include: managing market research vendor relationships, and consulting with partner teams across RPS to help them understand industry trends, product competitiveness comparisons, and implications to their teams.

Baltimore, Maryland, Us

RPS Marketing Manager, as well as responsible for leadership and strategy development of ‘Client Impact Team’ initiative, designed to help quantify and influence experience of institutional clients.• Work with RPS business partners to create and manage marketing campaigns for institutional clients (plan sponsors and advisors), including developing the associated marketing collateral needed for each campaign.• Manage the Client Impact Team (CIT), which is responsible for driving advocacy and retention amongst B2B clients by reducing the number of client touchpoints through better internal coordination, and partnering with internal stakeholders to identify opportunities to strategically bundle rollout the communication of product and service initiatives.• Coordinate with internal partners to maintain and enhance production tools used by Institutional Marketing, including: online intake/tracker forms, refreshes of intranet sites (SharePoint, GlobalNet), and clarifying internal processes

Radnor, Pa, Us

Serve as chief of staff for RPS CMO and leadership team to develop, execute, and manage annual business plans.• Assist Chief Marketing Officer in a ‘general manager’ capacity by working with senior marketing leaders in the development, execution, and ongoing management of: annual marketing plans, strategic business plans, and budgets. Quarterly update decks are presented to the RPS President and RPS Senior Leadership team.• Ongoing portfolio, project, and budget management responsibilities.• Additional responsibilities include: leading process creation & continuous improvement initiatives, strategic project management & prioritization, data/ metrics reporting, resource & traffic management of marketing queue, RPS Core Strategy team representation, VOC survey research, and assistance with creation & execution of marketing campaigns.

Radnor, Pa, Us

Assist the RPS Sponsor Experience leadership team execute upon strategic initiatives by managing projects that are intended to help to measure the satisfaction of our clients, derive market-driven insights, and provide support to client facing peers.• Build and manage the RPS 'Voice of the Customer' (VOC) strategic initiative. Entails partnering internally & with external vendors to create and distribute satisfaction surveys and other proprietary research, which is sent to RPS customers to assess their satisfaction with Lincoln’s RPS products. Periodic updates and final results are analyzed and shared with RPS President & senior leadership team.• Additional responsibilities include: management of strategic projects requested by RPS Sponsor Experience leadership, maintaining a metrics ‘dashboard’ for management, and completion of various industry surveys sent to Lincoln

Radnor, Pa, Us

Graduate of Lincoln’s Professional Development Program; a rotational management development program designed to cultivate talent and foster leadership skills, by placing associates in different business units across the enterprise and providing exposure to senior leaders. Associates transition through three different roles over three years, while participating in a centralized leadership curriculum.

Radnor, Pa, Us

Analyst on a small strategy team tasked with researching and investing in new market opportunities, considered ‘non-traditional’ in the life insurance and annuities industry, with the goal of growing revenue for our Insurance Solutions general account.• Assist with the vetting & execution of new business opportunities pertaining to Lincoln’s life insurance & group/voluntary benefits product lines, including: international expansion (M&A), securitizations, life settlements and premium financing.• Support strategic business goals and product development efforts by: researching competitors/ industry trends, conducting competitive intelligence analyses, benchmarking Lincoln’s product offer against competition, assisting with the development / management of strategic plans, and relationship management of vendors and external partners.

Radnor, Pa, Us

Customer service representative on the broker-dealer trade desk, supporting wealth management advisors and their clients. Also managed strategic projects and a suite of reports as part of a ‘dashboard’, for the LFA senior leadership team.• Primary client facing responsibilities: trading securities on behalf of financial advisors and their clients, providing general ‘account management’, transaction, and operational support directly to inquiries through the broker-dealer call center.• Management of multiple strategic and operational projects benefitting the broker-dealer and requested LFA leadership, including a project to review and revise the advisor commission ‘grid rates’.• Build and maintain a suite of metrics and operational reports for day-to-day broker dealer management, as well as monthly and quarterly rollup ‘dashboards’ used by LFA management.

Philadelphia, Pennsylvania, Us

Basking Ridge, Nj, Us

• Responsibilities include sales, customer care and satisfaction, and managerial functions

Philadelphia, Pennsylvania, Us

• Interned for LFA Planner of the Year 2006. As well as another Top 100 LFA Planner (same office / advisory team)• Responsibilities included building financial models using: Morningstar Reports, and Frontier Analysis

Spartanburg, South Carolina, Us

• Personal ‘Shadow’ to the Chief Operating Officer - Worldwide Operations of Malden Mills Incorporated.• Granted full access to top executives and their duties (such as: CEO, CFO, COO, Global Sales Directors)

Master Of Business Administration (Mba), Finance

Bachelor(S) Of Science, Double Major: Business Management, Finance