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Manager Sales

Location:
Piscataway, NJ
Posted:
May 18, 2020

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Resume:

Linda A. Tamburro

*** ***** *** ***** **********, NJ 08854 908-***-**** addawo@r.postjobfree.com

SUMMARY

Retirement Services leader with over 20 years experience in client service, business development, and product management covering Retirement plan recordkeeping systems, web user interfaces, asset management, model portfolios and trading compliance surveillance. Deep expertise managing Fortune 500 to small start-up plans. Notable strengths include: Building and maintain longstanding client relationships with Asset managers, broker dealers, TPA’s and Institutional firms from product inception through delivery. Combines a dynamic blend of roll up your sleeve’s technology expertise and the ability to manage cross-functional teams and grow market share for a suite of cutting-edge products.

Defined Contribution Plans

Sales and Training

Relationship Management

Client Consultation

Business Strategy

Service Delivery

Client Retention

Product and Website Platform Management

PROFESSIONAL EXPERIENCE

TRANSAMERICA New York, NY (October 2018 – August 2019)

Relationship Manager- Workplace Solutions

Managed a book of 25 Large Market Clients/35 plans with an average plan size of 120MM

Provided strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews

Advised clients and advisors on participant communication strategies and options

Scheduled workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs

Managed a group of five Account Managers as well as oversight for the entire TRS support group assigned to the relationship

Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach

FIS GLOBAL (acquired SunGard 1/2016) New York, NY (December 2015 to October 2018)

Relationship Manager- Relius Wealth and Retirement Administration- reports to Director

Manage 25 mid to large market plan relationships with an average plan size of 100MM

Identify and propose product solutions through cross selling/upselling to existing and newly developed Relius products based on plan design features. Upsell of proprietary financial interface to customers exceeded $300K over 8 months

Assist the Sales and Professional Services organizations with product expertise and solutions to address unique client needs

Collaborate on product design, pricing, strategy, and roadmap development with cross functional teams

Provide industry research to ensure Relius products maintain a competitive edge in the retirement marketplace

PERFICIENT, INC. New York, NY (April 2014 to January 2015)

Senior Business Consultant – TIAA-CREF Relationship (Contract)

Responsible for business development, project oversight, and client satisfaction of the TIAA-CREF relationship. Mega relationship consisted of over 400 Universities with an average plan size of >$200MM

Evaluated TIAA-CREF’s internal processes and workflow to implement service delivery improvements that enhanced the client’s relationships and service model

Developed programs by evaluating industry competition, developing new markets, using past trends and future promotions

Facilitated and led discovery sessions with cross functional teams

SUNGARD TRADING SYSTEMS, Jersey City, NJ (March 2008 to April 2014)

Relationship Manager – Institutional Trading – reported to General Manager

Relationship manager for a book of 30 high impact institutional clients with average size of 500 million (Wells, SIG, Oppenheimer, Raymond James, TD Ameritrade)

Integral member of the management team that guided directives for the product including sales initiatives, product enhancements, pricing, and marketing strategy

Responsible for client retention and cross-sell strategies of the Protegent suite of offerings for existing and new business acquisitions

Frequent presenter at customer conferences to highlight new functionality and demos for prospects and existing clients

Implemented a key mega client to an outside OMS system, which significantly increased SunGard’s product visibility and channel opportunities in the marketplace

Provided client on-site consulting, representation and sponsor training that included program in-servicing and Q&A sessions

EXPERTPLAN, INC., E. Windsor, NJ (October 2001 to October 2007)

Director of Product Management– Web Technology Retirement Services- reported to CEO

Among the Executive leadership team that led ExpertPlan from startup to $2B+ AUM, 5000 plans and 200 private label channel partners

Led all website development and initiatives for ExpertPlan’s online retirement product strategy

Developed and maintained the Financial Professional Proposal interface for channel partners, which increased sales by 35%

Identified and led the development of the optimization of business operations which reduced support tickets by 45%

Conducted industry research and reviewed the competitive landscape for future enhancements and redesign

Acted as the “voice of the client” to help steer and influence client projects, platform enhancements, and service needs

Executed ongoing roadmap development successfully throughout the software development lifecycle

Translated user testing, customer, sales, and operations feedback into functional requirements

Sr. Business Analyst

Managed the development of new products and enhancements to the web site

Trained end-users on application functionality and provided on-going technical support to colleagues and clients

Analyzed business documentation to ensure system specifications, workflows, and processes met expectations

Promoted to Product Director

Additional Experience in Retirement Services

PRUDENTIAL INSURANCE COMPANY, Iselin, NJ (January 2000 to June 2001)

Associate Pension Consulting Manager - Institutional Retirement Plan Services

Analyzed individually designed plan documents for restatement onto the Prudential prototype document and identified retirement plan design issues based on the client’s corporate structure, recent merger & acquisition activity, corporate objectives, and government regulations

AXA/EQUITABLE, Secaucus, NJ (April 1999 to December 1999)

Senior Account Executive - Momentum Administrative Services

Supported Financial Professional sales team for implementations, annual plan audits, and all plan administration issues including corrections and amendments.

MEEKER SHARKEY FINANCIAL GROUP, Cranford, NJ (November 1997 to April 1999)

Account Manager - Meeker Sharkey Benefits Consultants

Plan Administration and Sales Support. Performed annual plan reviews, compliance testing and daily plan administration.

MERRILL LYNCH PIERCE, FENNER & SMITH, INC., Somerset, NJ (December 1996 to July 1997)

Participant Services Representative - Benefit Services

Held FINRA Series 7 and 63 licenses

EDUCATION AND CERTIFICATIONS

Rutgers University, B.A.

FINRA Series 6 and 63

Life and Health License



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