Steve Pike Email & Phone Number

Boston

Lead both the Wealth Hub platform and Alpha Managed Account Services Groups.

Greater Boston

Responsible for leading and overseeing the Charles River Wealth Hub service and technology offering. Responsible for Program Sponsor installations, asset manager contracting & on-boarding targets, and Service Bureau relationships.

Marblehead

Greater Boston Area

Was responsible for the overall High Net Worth client product strategy for TD Ameritrade Institutional. Assisted with the product launching of a donor advised fund (DAF). Was responsible for developing the online presence for the DAF which included the design, content and development of the TDA Charitable public website and donor portal. Was also accountable for:• Developing the Principal and Income Trust platform for Financial Advisors and their clients.• Managing the… Show more Was responsible for the overall High Net Worth client product strategy for TD Ameritrade Institutional. Assisted with the product launching of a donor advised fund (DAF). Was responsible for developing the online presence for the DAF which included the design, content and development of the TDA Charitable public website and donor portal. Was also accountable for:• Developing the Principal and Income Trust platform for Financial Advisors and their clients.• Managing the Advisor Private Wealth Trust product. • Managing the TDA Institutional 10B5-1 plan program Show less

Boston

Managed the day to day activity for the Multi Family Office (MFO) business segment that focuses on $1B+ registered investment advisors whose clients are ultra-high net worth (UHNW) families over $200M.Developed and launched the segment in 2010. Accountabilities included business development, pricing, project management, and large client issue resolution. Was also responsible for RFP’s, benchmarking, collateral, client satisfaction, net promoter score surveys, regulatory matters, CRM… Show more Managed the day to day activity for the Multi Family Office (MFO) business segment that focuses on $1B+ registered investment advisors whose clients are ultra-high net worth (UHNW) families over $200M.Developed and launched the segment in 2010. Accountabilities included business development, pricing, project management, and large client issue resolution. Was also responsible for RFP’s, benchmarking, collateral, client satisfaction, net promoter score surveys, regulatory matters, CRM management, form creation and management, senior management reporting, vendor management, and policy and procedures. Show less

Boston, Massachusetts

Led large strategic programs across the company and managed the ultra high net worth segment (UHNW). Developed the UHNW service model. Partnered with the RM and Sales team to develop leads.

Boston, Massachusetts

Developed, launched and managed three successful investment products for Registered Investment Advisors and Trust Companies.• Launched and managed the Trust Custody product.• Developed, launched and managed turnkey separate account and mutual fund wrap products• Managed complex projects working with multiple cross-functional teams. ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001)… Show more Developed, launched and managed three successful investment products for Registered Investment Advisors and Trust Companies.• Launched and managed the Trust Custody product.• Developed, launched and managed turnkey separate account and mutual fund wrap products• Managed complex projects working with multiple cross-functional teams. ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001) Director of Customer Research and Integrated Marketing, Fidelity Institutional Director of Business Development, Fidelity Retail Electronic Commerce National Quality Manager, Fidelity RetailNew Accounts Manager, 50 reports, Fidelity RetailPremium Account Executive, Fidelity Retail Show less

Greater Boston

ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001) Director of Customer Research and Integrated Marketing, Fidelity Institutional Director of Business Development, Fidelity Retail Electronic Commerce National Quality Manager, Fidelity RetailNew Accounts Manager, 50 reports, Fidelity RetailPremium Account Executive, Fidelity Retai

Mba, Finance

Bachelor Of Science - Bs, Marketing

Activities and Societies: Phi Kappa Psi