Stephen Edwards Email & Phone Number

Philadelphia, Pa, Us

Conshohocken, Pennsylvania, United States

Lead the Distribution Intelligence efforts and Sales Operational aspects of US and Global distribution at AMG, including: data management, data stewardship, distribution reporting/analysis/insight/metrics, pricing and contract support, lead generation and management, support of overall sales strategy, design/develop/implement sales compensation schedule and processing … with a focus on data integrity, effectiveness and analysis.Manage the Sales Operations Department which oversees the suite of sales tools, CRM and data utilized by the distribution organization across all regions and channels. Partner with key Distribution, Technology, Marketing and Finance teams to develop critical Distribution Intelligence and Distribution enablement capabilities and tools aligned to deliver on AMG's strategic priorities and objectives. Project management responsibility for the execution of change management, new business and product initiatives.Work with Sales Leadership to create and regularly prepare reporting packages and analyses of firm flows, product flows and business line flows to support overall sales strategy. Charged with creating regular reporting packages and analysis reports of key indicators and metrics to measure both field sales activity and related results … while providing ad-hoc analysis and decision support.

Conshohocken, Pennsylvania, United States

Lead the Distribution Intelligence efforts and Sales Operational aspects of US retail distribution at AMG, including: data management, data stewardship, distribution reporting/analysis/insight/metrics, pricing and contract support, lead generation and management, support of overall sales strategy, design/develop/implement sales compensation schedule and processing … with a focus on data integrity, effectiveness and analysis.Manage the Sales Operations Department which oversees the suite of sales tools, CRM and data utilized by the distribution organization across all regions and channels. Partner with key Distribution, Technology, Marketing and Finance teams to develop critical Distribution Intelligence and Distribution enablement capabilities and tools aligned to deliver on AMG's strategic priorities and objectives. Project management responsibility for the execution of change management, new business and product initiatives.Work with Sales Leadership to create and regularly prepare reporting packages and analyses of firm flows, product flows and business line flows to support overall sales strategy. Charged with creating regular reporting packages and analysis reports of key indicators and metrics to measure both field sales activity and related results … while providing ad-hoc analysis and decision support.

Conshohocken, Pennsylvania, United States

Responsible for coordinating the many activities performed throughout the firm to allow firm to grow a profitable solutions product business. Partnered closely with all functions - Corporate Accounts, Marketing, Investment Research, Separate Account Services, Mutual Fund Services, Legal & Compliance, Sales, Finance and IT - to collaboratively develop and execute effective business plans for the solutions based products. Worked with appropriate operational teams at the firm and externally to ensure the products operate efficiently and support the client service model. Partnered with the Advisor Relationship Manager and Regional Managers to understand the desired client service model and ensure the products and services support the needs of the advisors. Worked with Investment Research, Sales, Marketing and the New Products Committee to identify and prioritize product enhancement/development opportunities and create a product development plan. Created effective business reporting and analyze results with the goal of improving the management of the business.

Conshohocken, Pennsylvania, United States

Responsible for all functions of the Separate Account Services department. The Separate Account Services department included 6 - 11 employees ranging from AVP to Junior Associates. Responsibilities included developing and maintaining Affiliate and Sponsor relationships; Creating policies to improve or add structure to current processes; Reviewed quality control reports to ensure there are no errors and policies are applied; Worked closely with Compliance to ensure industry regulations are being followed; Manage and coordinate the department’s workload to ensure the overall goals are meet; Interact with other managers to build relationships and improve workflow processes; Built and maintained Hyland OnBase Workflow functionality for departmental functions.

Conshohocken, Pennsylvania, United States

Performed supervisory responsibilities over group of 8 traders in the absence of the team manager; Designed and implemented numerous Excel Macros to improve productivity; Gathered and analyzed trade information for Best Execution monitoring and review; Performed rebalance of accounts for reallocation of assets within client accounts; Processed tax-planning request for individual accounts; Investigated and resolved trading problems.

Malvern, Pennsylvania, United States

Supervised and mentored 3 associates; Reviewed daily fund accounting process for offshore funds based in Ireland; Responsible for review of material impacts to daily NAVs for Vanguard funds.

Bachelor Of Business Administration - Bba, Accounting

Master Certification, Organizational Leadership

Certification program focusing on key strategies in the corporate environment, including fiscal responsibility, employee communication.

Foundations Of Business Strategy

On-line course exploring the underlying theory and frameworks that provide the foundations of a successful business strategy.

Introduction To Operations Management

On-line course exploring how to analyze and improve business processes, how to improve productivity, how to provide more choice.