Manager Service

Darryl d. Avery

**** ******** *****, ******, ** 78731 * 626-***-**** * *******@*****.***

Summary

Versatile business professional with experience developing and mentoring client service and business operations teams. A proven manager that focuses on collaboration and communication to improve existing processes and implement new processes by partnering with internal and external resources.

Ensure exceptional service to existing and new clients while motivating team to further develop client relationships.

Facilitated solutions to complex problems that required the use of ingenuity and innovation; ensured that solutions were consistent with organizational and sales objectives. Regularly contributed to client service and business development efforts by evaluating technology, processes and people to create procedures and best practices that met evolving business needs.

Professional Experience summary

Dimensional Fund advisors Austin, TX

Business Operations Manager 2014 - 7/2017

Lead and coached teams responsible for business operations, client reporting, and strategic global institutional projects.

Created and directed a comprehensive training, development, and onboarding program to introduce new Institutional employees to the firm’s strategies, investment philosophy, and processes along with monthly and annual training seminars for existing employees.

Successfully onboarded an external middle office service for global client reporting excellence including the establishment of best practices and processes.

Provided strategic project leadership and was point of accountability for results. Served as strategic partner with Sales, Operations, Marketing, Compliance and Legal leadership to drive efficiencies, scale and growth

Developed and implemented a strategic plan with identifiable milestones and objectives to obtain firm compliance and verification with the Global Investment Performance Standards (GIPS).

Improved the efficiency of all managed teams by conducting weekly check-ins, insight on current and future projects, and improved processes resulting in saved operational costs.

Dimensional Fund advisors Santa Monica, CA

Client Service and Proposal Manager 2002-2014

Built and managed a team of 10 responsible for the preparation of over 200 annual marketing presentations, RFPs and client questionnaires.

Developed a process for feedback on submissions to leverage experience from successful proposals to develop strategies for winning submissions.

Lead team responsible for ensuring superior customer service and client satisfaction through successful client onboarding, client reporting and resolution of daily operational issues.

Partnered with internal and external resources to implement a secure client portal that delivered reporting, marketing and regulatory materials to global clients resulting in operational cost savings.

Collaborated with subject matter experts to refine proposal sections to ensure accuracy, compliance, consistency, and reflection of win strategies.

Prepared, maintained, and managed the team project plan outlining all project deliverables, milestones, and resources.

Proactively communicated with global internal stakeholders to assess prospect requests, understand the firm’s strategic advantages in the marketplace, and created proposals that expressed advantages for maximum impact.

metropolitan west asset management Los Angeles, CA

Marketing and RFP Manager 2000-2002

Established and lead the firm’s marketing department responsible for production of RFPs and marketing materials for new institutional business initiatives.

Launched effort to develop and implement brand identity in marketing materials, website and client communications.

Strategized on new and innovative ways to increase the company’s visibility and strengthen the company’s brand.

Managed content relating to RFP submissions and implemented standards for responding to RFPs and due diligence questionnaires.

Established and maintained relationships with consultants to ensure effective firm exposure and inclusion in manager searches.

Defined and monitored department’s workflow processes in support of firm’s rapid growth.

Education

Biola University, La Mirada, CA

BS, Business Administration, Finance/Accounting

Activities

Board Member – Texas Heritage Music Foundation

Volunteer Tax Preparer – Foundation Communities

Executive Committee Member – PAWS Shelter of Central Texas

Board Member and Treasurer – Enclave at Alta Vista Community

References

Available upon request.

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