Experienced Financial Services & Program Leader
Resume:
Jennifer Bates Conklyn, AIF®
*** ***** ***** ***, *****, PA 19087
LinkedIn: https://www.linkedin.com/in/jennifer-bates-conklyn-05a589b/ ***************@*****.***
Professional strengths:
Leadership, innovative thinker, sales, decision-maker, excellent problem solver, technologically savvy, accomplished skill level with all Microsoft Office products, fast-learner, positive attitude, customer- service oriented, extremely versatile, highly motivated, high moral ethics and standards, ambitious, independent thinker and worker, dedicated work ethic, high production level under stress and tight deadlines.
Licenses:
IA, Series 65 CRD# 5905122; 6/2020
PA Life and Health insurance licenses; 12/2011-present PA Notary Public; 4/2016-present
Director of Financial Wellness & Consulting, Retirement Services, Marsh McLennan Agency
(Conshohocken, PA)
8/2021-Present
• Lead team member of MMA’s Prosper Wise Financial Well-being national program including sales, implementation, and client retention. Since inception, my team has generated $3.2MM in revenue and supports 90,000 participants.
• Registered Investment Advisor generating sales in 403(b) and 401(k) spaces with a support role to Senior Fiduciary Consultants.
• Support Practice Leaders with Key-Man Life packages for executive suite of current clients. Operations Manager, Retirement Services, Marsh McLennan Agency, (Conshohocken, PA) 4/2019-8/2021
• Lead role and management of Centurion Group, LLC transition to acquiree, Marsh McLennan Agency including technology migration, physical location relocation, compliance and broker-dealer registrations, and marketing campaigns
• Supported creation and product roll out of MMA Prosper Wise (Financial Well-being program) as MMA’s national financial well-being program.
Financial Client Services Manager,The Centurion Group, LLC (Plymouth Meeting, PA) 6/2012 – 4/2019
• Internal and external client support.
• Supported 15 registered investment advisers, maintenance of Centurion’s Fiduciary Vault, RIA client special projects, IT services, marketing, and RIA compliance (including firm’s ADV annual filing, business continuity planning, and cyber-security management).
• The “go-to” person in the office responsible for problem-solving and rectifying daily operational issues as well as minimizing departmental expenses and mitigating risk/liability.
• Assisted Centurion’s RFP team and facilitated prospecting.
• External responsibilities: Supported Centurion advisors with on-boarding at least two clients monthly, participating in four quarterly client Committee meetings to document and draft Committee Minutes serving as record to Centurion’s prudent investment review process.
• PA Health & Life producer who serviced executive disability insurance benefit packages with firms such as Under Armour, JM Oliver Heating & Cooling, and ModSpace.
• Served as Centurion Group’s Pennsylvania Notary Public. Associate Financial Representative, Northwestern Mutual (King of Prussia, PA) 4/2011-6/2012
• Managed and serviced day to day operations for senior partner at Northwestern Mutual including, taking new insurance applications for prospective clients, facilitating the underwriting process, maintaining premiums schedules, and documentation of client interactions/processes within firm’s CRM.
Accounting Officer, CoreStates Financial Corp (Philadelphia, PA) 6/1988-6/1994
• Managed and reported daily financial operations of parent company and supervised two accounting associates within CoreStates Financial Accounting & Reporting Division.
• Assisted technology department with two major acquisitions and conversions.
• Responsible for quarterly and yearly reporting of parent company four times annually. Education:
Bucknell University, Lewisburg, PA (1984-1988)
Bachelor of Science in Accounting
Activities and Societies: NCAA Division I Women's Lacrosse Team 1985-1988 (Captain 1988), NCAA Division I Women's Basketball Team 1984-1985, Delta Delta Delta member The Restaurant School, Philadelphia, PA (1994-1996) Associate Degree in Culinary Arts (Graduated Valedictorian with honors) Community Volunteer:
Wayne Presbyterian Church, Deacon (Term 2025-2028), Steward Captain (Term 2025-2028) Session Task Force Member: June,2023
Youth Group Leader: 9/2010-9/2018
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