Scott Robinson Email & Phone Number

Los Angeles, CA, US

Los Angeles, California

Los Angeles, CA

• Managed multiple projects for the North American business of a large US investment management company including:
• Oversaw the roll out of target date fund evaluation software to the DC institutional market.
• Managed strategic analysis and planning for market expansion of DB products and services.
• Implemented new processes to enable reporting of in-market model portfolio sales.
• Managed software needs analysis and vendor selection for a wealth management portfolio construction tool.

Los Angeles, CA

• Reporting to the President, I am responsible for channel partner and external messaging for all products, and for the delivery of Sales support for product messaging.
• Interim Chief Product & Marketing Officer; leading all product design, marketing and event management activities, including annual budgets, go to market plans and trade show planning.
• Member of the Operational Leadership Team; Establishing and enacting company priorities through the use of company resources and relationships. Weekly Reporting to the c-suite.
• Performed value analysis for all main product through interviews of existing clients and partners.
• Performed competitor analysis, allowing for more insightful product messaging.
• Creation of an all-inclusive content index, messaging matrix and sales presentation deck for all product lines.

Los Angeles, CA

• Reporting to the CIO, I was responsible for all software design for our core Risk Management Information System (RMIS) applications. This position evolved to the development of our bourgeoning analytics department, the.
• As Product Portfolio Manager; created and maintained our product roadmap for all product lines.
• Launched a new practice, delivering claims benchmarking and predictive claims modeling.
• Designed SQL data conversion routines to consolidate over 300 data sources into a global benchmark database.
• Led the claims administration design team, creating a wireframe with 69 feature-sets, enabling us to enter this market.
• Coordinated the creation of methodology to increasing report performance more than 100 times.

Dallas, TX & Los Angeles, CA

• Overall P&L responsibility for two geographic Professional Services regions. Managed relationships with over 100 clients, including contract negotiation, retention, budgeting, business strategy, and forecasting.
• Grew one region from $1M to $4M annual revenue, 0% to 18% margin, 4 to 8 employees.
• Grew one region from $3M to $5.7M annual revenue, -4% to 25% margin, 96% client retention.
• Created a CRM, storing our client Professional Services, Marketing and Sales data.
• Built a client design database to reproduce successful system designs on future implementations.
• Served as Acting Product Manager during corporate M&A due diligence, integrating our largest product line.

Chicago, IL

• Responsible for the calculation and presentation of defined benefit actuarial requirements for a book of clients.
• Created a DB to DC plan conversion process; implemented multiple plan migrations using this tool.
• Implemented the first ever defined benefit outsourcing engagement and framework.
• Developed a benefits evaluation system to measure program adequacy and competitiveness.

Chicago, IL

• Responsible for the management of client 401(k) plans, including annual valuation reporting, quarterly employee statement generation, retiree benefit calculations and plan design consulting.
• Optimized SQL code, saving the company over $10,000 per month in processing time.
• Performed data conversions, data analysis, trust account reconciliation, financial reporting and record keeping for multiple defined contribution clients.

Mba, Executive Leadership

Bs, Business Administration And Mathematics

Activities and Societies: Phi Kappa Phi and Beta Gamma Sigma National Honors Societies National Order of Omega and Ra Ribbon Service.