Evan Woods Email & Phone Number

Philadelphia, Pa, Us

Responsible for driving the strategic product agenda, overseeing competitive product research, ideation of new product, as well as the investment vehicle and pricing strategy for the firm.

Responsible for determining pricing strategy, market positioning, business growth, and economic viability of Vanguard collective trust index investments for large institutional investors. Partner closely with sales, consultant relations, and relationship managers by providing positioning and discussion points of Vanguard's collective trust offerings, how investment management fees align with competitors, and how to speak to industry pressure from a product structure and pricing perspective.Lead and consult on various cross-divisional projects to transition assets into collective trusts, develop future state offerings, as well as ensuring integrated internal and external systems provide accurate, useable, and scalable data to clients, consultants, and internal users.

Analyzed and consulted with sales and relationship managers on appropriate pricing and revenue requirements for retirement plan recordkeeping and other administrative services based on market research, cash flow, expense analysis, and growth opportunities.Performed regular detailed data and revenue analysis and presented actionable findings to senior executives to improve pricing competitiveness and business efficiency based on market research, internal economics, and enhanced technology opportunities.

Business subject matter expert on investment data infrastructure.Provided analytical and reporting support for IT, operations, and client facing teams by providing guidance on data flow through various systems and the detailed requirements needed to maintain an efficient experience.

Provided reporting and analysis support for participant taxes attributed to retirement plan distributions.

Ba, Economics

Minors in Japanese and Global Trade and Commerce Studies

Certificate, Finance And Accounting