Stephen Dixon Email & Phone Number

New York, NY, US

Denver, Colorado

Serves as the corporate executive tasked with planning, coordinating, and completing firm-wide operational projects on time, and within scope and budget. He is also responsible for ensuring the firm remains in compliance with the Global Investment Performance Standards. Additionally, Steve oversees many of the firm’s business activities as they relate to.

Armonk, NY

• Supported the institutional sales group, overseeing all marketing and prospecting efforts, aligning sales goals, and monitoring profitability.
• Provided specialized fixed income investment management client service direction and support for a variety of client types. Oversaw client onboarding activities including setup and contract review.
• Enhanced call center processes and procedures to promote exceptional customer service to over 4,000 clients and all prospects.
• Executed the selection, customization, and deployment of a customer relationship management (CRM) system. Provided training and expertise to ensure all teams properly utilized the system to enhance prospecting.
• Researched, identified, and analyzed potential new business opportunities sourced from internal databases and external industry resources; initiated marketing plans and processes for client attainment and profitability.
• Packaged and distributed reports to the sales team and to sales management to assist in the marketability of the suite of products. Monitored sales goals and commission determination.

New York, NY

• Effectively directed all facilities and office services operations at major accounting firm, monitored system performance, and spearheaded customer satisfaction initiatives; coordinated and managed materials flow.
• Organized, managed, and maintained Supply Department, File Room, Mail Services and Messenger Center operations.
• Administered the implementation, strategic planning and improvement of new and/or underachieving Mail and Office Services departments.
• Functioned effectively in directing and monitoring 40 personnel for operations at 3 client locations in New York and New Jersey.
• Professionally supervised and trained staff in rendering office and facility services to more than 1500 employees.
• Successfully maintained superior customer relations and client contact by delivering outstanding customer service, answers to inquiries, and a proactive approach to all upcoming client needs.