Operations Manager / Account Manager / Relationship Manager

I n f o r m a t i o n C l a s s i f i c a t i o n : L i m i t e d A c c e s s

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Chris Weitz

***********@*****.*** • 857-***-**** • https://www.linkedin.com/in/chrisweitz1/ • Medford, MA VP Relationship Management Client Success Account Management Operations Highly accomplished financial services leader with proven track record in driving complex global client onboarding, operations management, strategic deal structuring, and innovative pricing solutions. Recognized for delivering seamless contract implementations and ensuring accurate, timely data acquisition from brokers, custodians, and third parties across international markets. Combines sharp analytical capabilities with deep project leadership experience to lead large-scale transformation initiatives, including pricing re-engineering and operational conversion improvements. Known for a hands-on approach in operations, superior financial acumen, and a strong ability to translate data into actionable insights that drive client satisfaction and business growth. Respected for building trusted relationships with executive leadership, key clients, and cross-functional teams through clear communication, strategic thinking, and commitment to excellence. Areas of Expertise

Client Onboarding & Implementation Investment Management Investment Operations Conversion Improvement Project Management Incident Resolution & Escalation Relationship Management Data Gathering & Analysis Pricing Modeling & Strategy Career Experience

Deloitte Consulting, Boston

Senior Consultant – Project Delivery Specialist October 2024 – September 2025 Implementation Consultant for Investment Management organizations Cost Reduction Consultant

Led conversion improvement coordination for a multinational investment manager, resulting in runbook overhauls and new

/ re-vamped process improvement documentation. Key orchestrator of sourcing required data from workstream leads to fully understand each step and dependencies required for effective implementation for each workstream to enable achievement of tasks.

Conducted diligent implementation issues management and resolution within Jira, across multiple stakeholders and responsible parties.

Oversaw project management of a cost reduction consultation initiative for a NY-based real estate client. State Street, Boston

Assistant Vice President - Client Data Integration June 2022 – October 2024 Managed all aspects of OTC Derivative onboarding involving close collaboration with ‘OSTTRA’ – a data collection, consolidation and clearing service. Data gathering from clients, brokers and custodians. Identification of deltas and integration into State Street systems.

Led derivative onboarding (cleared and bilateral credit OTC products). Worked daily with ‘OSTTRA’ for OTC trade matching – defining product and fund scope, broker eligibility, internal configurations, funds, trading volumes, user access, timing and testing requirements pre-launch. Interacted daily with clients to align on future state requirements.

Engaged with brokers and custodians globally to ensure relevant data was received prior to go-live and commitment was agreed on future state operating models in line with the clients’ requirements.

Nurtured trust-based client relationships, navigating and resolving complex challenges– most notably with a global EMEA based asset management firm involving stakeholders with differing approaches vs the State Street view.

Facilitated table coding and translations, and successfully handled BUAT and CUAT testing scenarios, and collaborated with clients and internal stakeholders to ensure a smooth transition to the production environment.

Dedicated to State Street's groundbreaking Alpha solution, offering market-leading front-to-back (F2B) capabilities. Assistant Vice President - Alpha Client Solutions January 2020 – June 2022 Directed all facets of deal shaping and pricing strategies for State Street Alpha, while serving as the key point of contact. Coordinated with sales to balance winning potential and risk exposure. Presented when required at deal review meetings requiring sign-off from a senior-level panel. Responsible for interviewing and hiring interns and State Street’s professional development program staff.

Enhanced accuracy in professional services costs, ongoing business expenses, margins, revenue evaluations, and overall deal feasibility by collaborating closely with finance.

Paired efforts with sales, SMEs, and relationship management teams, aligning requirements with commercial objectives and effectively communicating solution progress.

Led bank-wide pricing re-engineering initiative with full accountability and responsibility, emphasizing unit costs per workstream and professional services cost reform.

I n f o r m a t i o n C l a s s i f i c a t i o n : L i m i t e d A c c e s s P a g e 2 2

Headed multi-phased Proof of Concept project for a large LATAM prospect, navigating intricate back and middle office dynamics, derivatives complexities, and external consulting coordination. Officer - Asset Manager Services July 2015 – January 2020 Expanded and strengthened connections with domestic and global asset managers, ensuring exceptional client service through collaborative efforts with internal and external stakeholders. Supervised and improved performance of a team of up to 9 direct reports, providing mentorship and training to employees.

Advocated for the team's comprehension of inbound issues, offering guidance on navigation and escalation processes.

Drove team accountability aided with a custom inquiry management tool, (IMT -Teradata) while allocating resources for critical demands.

Contributed to eliminating faxes by automating inbound instructions; streamlined processes and enhanced efficiency. Senior Associate - Asset Manager Services November 2014 – July 2015 Served as primary point of contact for 2 'tier one' investment managers. Organized relationship governance calls with multiple clients with a professional approach. Demonstrated technical expertise by proficiently using a variety of internal systems and leveraging a sound understanding of general financial concepts.

Surpassed clients’ expectations and provided accurate and timely responses to inquiries. Achieved goal of providing a tangible response to client inquiries within 24 hours that would offer more than a holding response.

Navigated various operations divisions to address trade, FX, cash, accounting recon, and corporate action-related inquiries.

Mitigated loss exposure by escalating an erroneous FX instruction swiftly – loss of $500k could have been significantly more. Associate II – Fund Accounting February 2014 – November 2014 Daily Net Asset Value Reporting (NAV) to NASDAQ requiring 100% accuracy due to potential financial risk exposure.

Self-developed a role as a Fixed Income Specialist, ensuring accurate Net Asset Value (NAV) calculation for mutual funds.

Excelled in a time-sensitive environment, verifying NAVs before the 7 pm NASDAQ publication deadline.

Safeguarded market integrity by upholding correct fund NAVs, preventing investor discrepancies.

Demonstrated adaptability during system outages, rectifying NAV errors with colleagues’ collaboration. Natixis Global Asset Management, Boston February 2013 – May 2013 Product Marketing Communications Manager – International and US Offshore Managed marketing deliverables for both international and US Offshore teams, while ensuring strict adherence to regulatory compliance.

Ensured fund fact sheets are correct both in terms of presentation and content.

Played a pivotal role in building and refining marketing material and collateral with global distribution. ISM Financial Solutions, London, UK September 2009 – July 2012 Independent Financial Planner

Identified and addressed clients' requirements through strategic selection of optimal financial instruments, aligning with individual tax positions and risk profiles.

Provided specialized financial services to attorneys, maintaining a portfolio of 90 retainer fee clients.

Met internal revenue quotas consistently, generating around $280k in retainer fee income and $300k in transactional revenue since November 2009.

Education and qualifications

Diploma in Financial Planning – Dip PFS, Certificate in Financial Planning – Cert PFS, comprising: CF1- Regulation and Ethics, CF2 - Investment and Risk, CF3 – Financial Protection, CF4 - Retirement Planning, CF5, Integrated Financial Planning, RO2 – Investment Principles and Risk, RO3 – Personal Taxation

Chartered Institute of Insurance, London

LLB Law and French, bachelor’s degree

Cardiff University, UK

Languages French – Fluent German – Proficient Chinese – Conversational

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