Scott Grayson Email & Phone Number

Summit, New Jersey, US

I consult with banks, broker dealers, RIAs, and their affiliated advisors to design and implement holistic wealth management solutions for their clients. Solutions are developed to produce a repeatable business model that enhances the efficiency of investment solution construction, implementation, monitoring and reporting.

Charlotte, North Carolina, US

• Managed a southeastern sales territory for this provider of RIA back office and performance reporting solutions. Primary target market was $100M+ RIA firms. Managed account options included model-based turnkey asset.
• Executed a targeted email and cold calling campaign to develop a pipeline of RIA leads in this startup territory. Developed a referral network of business development and relationship management professionals with.
• Enhanced firm’s offering by developing ETF strategist marketplace and negotiating preferred pricing and fee waivers for custody services.

Los Angeles, CA, US

• Managed the southeastern territory for a fee-based asset management company. Available investment options included five separate account strategies ranging from traditional stock and bond portfolios to tactical hedge.
• Met telephonically or in person with prospective clients. Introduced the firm’s services, assessed client needs, recommended investment solutions and closed business. Performed client relationship management duties for.

Addison, TX, US

• Managed a regional sales territory for a fee-based asset management company specializing in the development of multi-style portfolios and unified managed accounts. Platform investment options include mutual funds.
• Conducted seminars on fee-based account management, tax efficient investment solutions and investment program rollouts. Developed and presented PowerPoint presentations customized to specific target markets. Audiences.
• Focused sales development on financial advisors with no previous production on the firm’s investment platforms. Fostered business relationships with broker dealer home office staff to promote cooperative marketing.
• Coordinated the company’s program launch for the firm’s premiere wirehouse client. Personally responsible for over $700 million in new AUM over an eighteen month period in this start up program.

Concord, California, US

• Managed a regional sales territory for a fee-based asset management program with solutions in mutual funds, variable annuities, exchange traded funds and separately managed accounts. States covered included Alabama.
• Assisted advisors in all areas of client marketing including client seminars, case development and client presentations. Utilized knowledge of various money managers to develop sophisticated multi-manager client.
• Expanded the distribution of AssetMark services to new broker dealers and serviced existing relationships within the region. Directly responsible for the firm’s success in establishing one bank and three broker dealer.

• Led initiative to expand National Planning Corporation’s penetration into the emerging CPA and Enrolled Agent markets. Established the advisory department’s solicitor business model enabling the firm’s OSJs to easily.

Irving, TX, US

• Developed and implemented a strategic marketing plan to recruit sales representatives for a financial services firm. Created brochures, staffed trade show booths, presented at industry conferences, coordinated direct.
• Lobbied for the reform of accountancy regulations. Educated regulatory boards and political officials by creating and presenting briefing packets. Generated strong constituent support with direct mail and telephone.

Mpa, Accounting

Bachelor Of Business Administration, Finance

Education record