Managing Director

Financial Services Professional Stilwell, Kansas, United States

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Summary

Strategic Client Service and Operations leader with a focus of continuous growth and exceeding productivity goals by driving client service engagement and transformational change within the asset servicing and banking industry. Experience in wealth management administration, fund accounting, custody, transfer agency, private equity, real estate, insurance, bank loans, institutional accounts, and trust organizations. Enhances speed, accuracy, and customer service delivery through policy and technology innovation, system enhancements, and operational workflow changes providing increased performance and customer focus throughout the organization.
Trusted people manager and coach who synthesizes ideas and envisions cross-functional goals to drive strategy and culture to achieve corporate results across multiple business areas. Builds high-performance organizations setting strong goals and objectives, while developing trusted partnerships with clients and employees. Supports team members providing training, strong mentoring, risk management, operational effectiveness, and overall well-being at all levels within an organization.
Drives organizational vision for strategic growth and delivers consultative service to clients ensuring the highest levels of customer satisfaction. Identifies and leads process improvement initiatives to build and execute upon productivity and staffing models to ensure operational success while building employee morale through effective communication and support. Measures success through productivity levels, service level metrics, and customer satisfaction surveys.

Expectations

Leadership role in financial services with a focus on relationship management, client service, and operational excellence. Measure success using data driven analysis setting constructive and challenging goals with customers and associates.