Sales Management
Resume:
Stephen L. Pietrzak CPA
*** ********** ****, ************, ** 19426
******@***.***
Executive Skill Set
Business Acumen Strategic Thinking Custom Solutions
Sales Process Relationship Management Business Planning
Project Management Fund Operations Transfer Agency
Trust Solutions Investment Management Marketing Initiatives
Board Interaction and Management Legal and Compliance Technology
PROFESSIONAL EXPERIENCE
FIS (formally SunGard) June, 2013 - Present
Senior Global Business Development & Relationship Management Executive
Responsible for delivering customized cloud based wealth solutions to the trust and private wealth market utilizing integrated functionality along with BPaaS outsourcing solutions for better efficiency and lower total cost of ownership.
Responsible for Relationship Management on many of the largest bank/private wealth clients in the world.
Responsible for business development within the global Tier 1 bank and private wealth market utilizing our cloud based solutions. .
Successfully negotiated long-term recontracts for all of my existing clients throughout my tenure.
Successfully developed an integrated full outsourcing solution to deliver to a Tier 1 client in the market.
Consistently exceeded my sales quota via, new relationships, client retention and client growth via both asset growth and development projects.
Archer- Investment Management Solutions (formally Market Street Advisors) January, 2009-May, 2013
Senior Vice President – Global Business Development and Strategic Relationship Management Responsible for delivering client focused cloud based solutions with BPaaS outsourcing and strategic relationship management of a next-generation technology and outsource services firm to the investment management industry.
Developed the market positioning and target focus for a developing investment management cloud based technology and outsourced solutions firm.
Design and implement the sales process to deliver client-based solutions that achieved over 20 new clients with more than 500% increase in revenue over this time..
Managed the sales and relationship management teams to consistently exceed client expectations.
Stephen L. Pietrzak CPA – Investment Management Consultant April, 2008 – January, 2009
Leveraging 25 years of investment management industry experience to provide expertise on product development, positioning, marketing and distribution.
Successfully engaged with the various asset management firms to assist in their growth initiatives.
Provided background, competitive alternatives and marketplace comparisons for product initiatives.
Helped develop marketing plans to coincide with product initiatives for asset gathering.
Worked with investment management firms on fund, portfolio and transfer agency accounting initiatives.
SEI, Oaks, PA September, 1992- April, 2008
National Sales Executive – Investment Manager Services- (1/04-4/08)
Engaged in new business development in the Investment Manager marketplace by constructing multifaceted, integrated solutions based on specific client needs.
Responsible for developing and managing sales process to the investment manager market.
Successfully brought on new clients from startup ventures to providing complex integrated solutions to industry leaders achieving growth to over $400 billion in assets.
Successfully closed a new integrated platform solution which brought together a multitude of SEI services and delivered it singularly to investment managers.
Included in this role is establishment of market presence and positioning, branding and client value proposition communication resulting in increased awareness of SEI and new business.
Director, Enterprise Group – Insurance Market – (9/01-1/04)
Engaged to develop presence and growth in a new market to SEI and deliver a broad range of solutions offered by SEI to solve evolving insurance company needs.
Responsible for developing and managing sales process and product/service delivery into the US insurance market, a new market focus of the organization.
Successful sales included asset management initiatives and mutual funds and separate accounts and cash management back-office processing and technology initiatives.
Responsible for launch of a new product solution in the cash management marketplace.
Exceeded goals and expectations for new market development by more than 250%.
National Sales Executive – New Business Development – (1/00-9/01)
Responsible for sales initiatives and new strategic markets including development of market expertise sales process and product and service offerings into these markets
Building of a sales team to penetrate these markets and management of this team to sales goals
Senior Relationship Manager – (1/97-9/00)
Maintained excellent client relationships to achieve continued growth, referencable clients and re-contracts.
Responsible for client sales and relationship management of large national banking organizations insurance companies and investment advisers.
Duties included strategic consulting implementation sales and support of administration distribution and sales and marketing agendas for proprietary mutual fund complexes as well as sales and service overbroad technology agendas including global processing capabilities.
Manage the distribution and wholesaling function for various proprietary mutual fund complexes through their respective trust departments private banking groups capital markets and retail brokerage.
Successfully negotiated contractual agreements in both the technology and financial services areas of our business focus as well as new product offerings not yet matured in the marketplace including $100 million five-year agreement and one case.
Duties included client management resource management professional development training and ongoing appraisal evaluation.
Responsible for sales forecasting, budget management and P&L management.
Senior Account Director – (5/95-1/97)
Multifaceted client relationship management for large financial institutions using the company's array of financial products and services.
Responsibilities include project management and implementation ongoing service and support interactive identification of opportunities for integrated solutions the client needs.
Director, Fund Accounting – (9/92-5/95)
Managed relationships for $35 billion in assets administered by the company.
Responsibilities included team management for completion of all daily periodic and regulatory reporting requirements, cross team integration and productivity enhancements incorporating portfolio and transfer agent accounting systems.
Integral member of the management team involved in increasing departmental efficiency 22% in seven months and reducing internal transfer cost by 15% during that same period.
Provided technical expertise to client for review by numerous Boards of Trustees.
Responsible to sales presentations to prospective clients.
Delaware Management Company Inc. (Delaware investments) August, 1987-September, 1992
Vice President, Transfer Agent & Broker-Dealer Operations -
Managed back-office operational group responsible for processing daily transactions from over 250 broker-dealers both manually and automated through the NSCC Fund/Serv system.
Managed broker-dealer relationships of all clients supported by the company
Managed conversion to new Transfer Agent system from legacy platform.
Vice President, Financial Control -
Interacted daily with various banking relationships, fund accounting, management and transfer agent operational groups.
Coordinated the development testing and successful conversion of over 500,000 shareholder accounts to a new, online, real-time integrated shareholder accounting system.
Vice President, Internal Audit
Developed a dynamic internal audit department responsible for planning, performing and reporting to senior management and the Board of Directors on various financial and operational audits of departments within the company.
Interacted and planned extensively with the independent auditors for the testing procedures required under their audit procedures that allowed for significant savings to the audit fees.
Ernst & Young LLP August, 1982-August, 1987
Senior Auditor -
Responsible for planning audit engagements and managing teams of staff auditors performing various audits of financial services organizations including banks, finance, leasing and investment companies
Focused primarily in the mutual fund industry and became a firm specialist
Education
LaSalle University, Philadelphia PA, Bachelor of Science, Accounting and Finance, 1984
FINRA series 7 and 63 (lapsed)
Contact this candidate