Teresa Walker Email & Phone Number

Australia And New Zealand

London, United Kingdom

Calastone believes the global fund industry can better serve its investors by offering a more efficient and automated approach to funds processing. Working with the industry, we help firms reduce cost and risk, respond to regulatory changes, take advantage of international investment opportunities and ultimately we enable efficient global distribution.

London, United Kingdom

The SEI Wealth Platform comprises a comprehensive set of services delivering outsourced investment operations and an administrative platform to private banks and wealth management firms. The role of Relationship Director is to grow and maintain an effective partnership between SEI and clients to ensure ongoing client satisfaction, capture of opportunities.

London, United Kingdom

Key responsibilities included developing successful relationships with internal AXA business unit clients, building strategies relationships at the appropriate levels, undertaking the necessary activities to stimulate inflow into Architas funds and to support the broader UK business in sales and marketing.

Melbourne And Sydney, Australia

Having undertaken three roles at MLC these covered different responsibilities:- Head of Adviser Investment Solutions was responsible for bringing together the Retail Investment Product Team and the Investment Communication Team, create the right team structure, strategy and commercial focus to support distribution to the retail market in Australia..

Philadelphia, USA

I was asked to relocate to the US to design a turnaround strategy for a segment of under served adviser clients representing approximately 3,200 advisers with assets of c.$5bn USD. Responsibilities included devising the strategy and all aspects of the design, implementation and management of the Core Market Team. This covered the design and execution of.

London, United Kingdom

I was asked to take on this dual role encompassing relationship management, working with two existing private bank clients, and business development for the launch into the UK market. Responsibilities included working collaboratively with clients to grow assets, design of marketing materials, identifying and building consultant contacts for referrals and.

London, United Kingdom

Jointly responsible for all aspects of this newly created business unit selling SEI's manager-of-managers investment offering to independent financial planners. This was an extremely wide ranging role which covered designing all aspects of the offer, identifying target adviser segments, building and executing effective sales strategies, PR initiatives and.

Potters Bar, UK

Designed and implemented client contact strategies to maximize service levels and profit potential. Tasked with building a culture of excellence through continual improvements to service levels and staff development. Reported to the CEO and sat on the operating board. Worked closely with the other departmental heads (advice, marketing, IT and compliance).

Potters Bar, UK

Ran division selling packaged support services to other financial planning firms. Responsible for identification and development of prospect firms, signing of new members, ensuring efficient delivery of services, negotiation of discounts with product providers, member communications and events. In addition, jointly designed the range of services to be.

London, United Kingdom

Undertook research into the possible establishment of an adviser network in conjunction with an accountancy support group. This included liaison with product providers (to gauge potential level of support and terms to be offered), design of organisational structure, services "menu" and formulation of an operational plan.

Bishop's Stortford, UK

Developed and managed client focused support services to ensure consistent delivery at a high quality. Responsible for the design and implementation of service processes, recruitment, training and management of support staff, product provider relationships, provision of management information and resolution of operational issues.

Cardiff, United Kingdom

Personal and corporate financial planning to new and existing clients and developing referrals through marketing campaigns and cross fertilization from general insurance division.

London, United Kingdom

Personal and corporate financial planning. Developed successful professional connections with accountants and solicitors for referral of clients.

London, United Kingdom

Personal financial planning for clients of an accountancy firm. Undertook marketing initiatives and business seminars. Heavily involved in setting up and running a joint services marketing company targeting companies moving to London's (then new) docklands.