Sales Management

Brian Snelson

* ******* ****, **********, *************

978-***-**** **********@*****.*** www.linkedin.com/in/bsnelson

Summary

Highly motivated, results-oriented Financial Services professional with

over 18 years of experience in relationship management, and institutional

sales. Recognized for trusted partnerships, and client loyalty. Excellent

track record of building and maintaining relationships with various levels

of management, clients, and colleagues. Proven ability to manage

significant and complex projects in a team environment while adhering to

deadlines.

Highlights

Client Relationship Management

. Managed a portfolio of large, complex defined contribution plan clients.

. Built long-term strategic customer relationships with key players in

client organizations.

. Designed strategic and tactical consulting solutions to address clients'

complex business situations using strong analytic and problem-solving

skills.

. Identified cross-sell opportunities and positioned team members for

successful results.

. Earned certificate in Financial Planning.

Experience

Fidelity Investments, Marlborough, MA 1996-2010

Fidelity is a leading provider of investment management, retirement

planning, portfolio guidance, brokerage, and benefits outsourcing to more

than 20M individuals and institutions and is the largest US mutual fund

company with over $1.4T of assets under management.

Product and Services Consultant - Sales Support, Fidelity Retirement

Services Company (2005-2010)

. Worked with Sales Account Executives and Management to bring new clients

in the $50M to over $1B range to Fidelity.

. Responsible for facilitating the sales process through technical

consultation on all aspects of Fidelity's retirement plan products,

including recordkeeping, systems, administrative, communications, and

investments.

. Managed end-to-end sales process for 401(k) and 403(b) defined

contribution plan prospects and clients by coordinating the business

qualification process, organized tailored RFP responses, participated in

pricing discussions, and facilitated onsite client visits.

. Coordinated all activities for client sales calls and finalist

presentations, including agenda development and presentation materials;

participated in presentations in various capacities.

. Served as a resource for Plan Sponsor Services in retaining existing

business and the strategic direction of the rebid process.

. Analyzed competitor activities, products, and pricing structures and kept

internal staff up to date on competitive developments.

Senior Client Services Manager, Fidelity Retirement Services Company (2000-

2005)

. Leader of the recordkeeping services team accountable for Fidelity's

largest institutional clients in the Tax-Exempt market with administered

assets totaling of over $3B and covering over 60,000 employees and

retirees with a focus on business development and quality initiatives.

National client base included Stanford University, Cleveland Clinic

Health System, and University Hospitals Health System.

. Primary contact for plan sponsors and client advocate within the

organization.

. Provided leadership and operational expertise to clients and internal

team members regarding resolution of sensitive and complex operational

matters.

. Consistently received "excellent" rating from all senior client contacts,

eliminating client's desire to escalate concerns to senior management.

. Significantly improved profitability of key relationships through service

enhancements, expansion of business, and contract renewals.

. Prepared and presented annual business plans to clients.

Client Services Manager, Fidelity Retirement Services Company (1999-2000)

. Resolved inquiries regarding all plan and participant record keeping

events, including regulatory quality testing and reporting issues.

. Identified and resolved complex operational issues in a timely and

accurate manner.

. Identified and implemented business process improvements (remittance

processing, investment option line-up, electronic data transmission, plan

sponsor webstation training) through detailed analysis to increase

relationship, satisfaction, retention, and profitability.

Institutional Service Specialist, Fidelity Retirement Services Company

(1996-1999)

. Educated institutional clients on investment objectives, financial

markets, and principles of portfolio theory, including asset allocation,

diversification, and risk management.

. Provided accurate and timely account information to participants.

. Provided coverage for Retirement Counselors at benefit fairs, conducted

one-on-one consultations, and presented investment workshops.

. Supported sales team by visiting clients and conducting individual

participant consultations.

. Trained new representatives on all aspects of retirement plans.

North American Security Life (purchased in 1997 by Manulife Financial),

Boston, MA 1994-1996

Team Leader-Annuity Services

. Managed, coached, and developed a team of associates who provided service

to external customers.

Prudential Financial Services, Westwood, MA 1992-1994

Registered Representative

. Developed business through independent prospecting and marketing to

individuals and businesses.

. Performed customized financial strategies to meet client needs, selling a

myriad of products such as mutual funds, variable annuities, variable

Life, and personal insurance.

Education

Bachelor of Science in Business Administration, Business Management,

University of Massachusetts

Lowell, MA, 1992

Licenses

. General Securities Representative (Series 6 & 7) and Uniform Securities

Agent Law (Series 63).

. Earned a Certificate in Financial Planning (pre-requisite course work for

the Certified Financial Planners board exam).

. Formerly held Life, Accident and Health Insurance License.

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