Senior Manager Fund Platform
Vanguard
Jan 2016 - Jan 2018 (2 years 1 month)
In this role, I oversee all trading activity of non-Vanguard mutual funds with 400 fund families; drive relationship management, contract negotiations, and trading execution. I manage the 3rd-party mutual fund platform within brokerage department and supervise 4 direct reports across PA, AZ, and NC and 50+ indirect reports. I also conduct performance evaluations, lead coaching, training, and development efforts for over 200 staff.
●●●Value Added●●●
✔Generated $MM+ in additional annual revenue through clear communication of goals and shared strategic vision.
✔Initiated efforts to automate check processing to replace current manual functions and snail mail.
✔ Built and positioned new 6-member team in new site in NC