Vance Perry Email & Phone Number

Lincoln, NH

Greater Boston Area

• Accountable for the retention and development of 401k relationships in the New England and NYC territory.
• Assist clients in the strategic evaluation of defined contribution plan services, design, and fund lineups.
• Consult with clients about the legal and regulatory environment and how it impacts their retirement plan.
• Drive Plan Sponsor adoption of products and services through effective promotion, positioning and negotiation.
• Collaborate with internal business partners and act as a voice of the client.
• Partner with client consultants to maximize plan efficiency.

• Responsible for the overall client relationship regarding the provision of Market Data across several,internal clients including Fidelity.com, Wealth Central and Fidelity International.
• Initiated and Managed client projects and effectively tracked progress through the project lifecycle to ensureprojects were completed on time and within budget.
• Facilitated weekly strategy meetings with Market Data vendors, including Acquire Media, Dow Jones Newsand Thomson Reuters

• athenahealth is a leading provider of internet-based business services for physician practices, including a practice management electronic health record (EHR) software, a continuously updated payer knowledge-base, and.
• Responsible for overall satisfaction and profitability of ten strategic physician practices with over $80 million in annual collections.
• Achieved 100% annual contract renewal across assigned client base.
• Cross sold additional products and services which grew revenue by 20%.
• Developed and maintained an understanding of best practices to use in coaching assigned clients to success.

• Responsible for overall satisfaction and profitability of six, Fortune 500, strategic client relationships with$500 million to $1 billion in equity compensation plan assets.
• Managed client profitability through periodic monitoring of margins and key expense drivers and strategically worked to implement industry and company best practices.
• Delivered a formal service review and business plan at least annually.
• Received the Excellence in Action award as voted on by senior management.

• Led a staff of Operations Specialists responsible for all brokerage operations functions (e.g. new accounts,transfer of assets, cashiering, etc).
• Participated in the development, and the day to day management of eight direct reports.
• Interacted with Legal, Compliance and National Financial Services (NFS) within Fidelity to maintain daily-core functions.
• Reported daily, weekly and monthly metrics to senior management team.
• Implemented and developed best practice work flows.

• Acted as the primary liaison to two of Fidelity’s top-producing Registered Investment Advisors (RIAs).
• Trained clients on Fidelity Advisor Channel, used for reporting, trading, and maintenance.
• Offered timely and accurate resolution for client issues by demonstrating proactive problem solving skills.
• Demonstrated leadership through mentoring and coaching new or junior Client Service Managers.
• Participated on numerous project teams to ensure successful implementation of new products and services.

Ba, Economics

College Prep