Highlights

Grant has over 25 years of experience in financial services, retirement, banking, healthcare plan provider and manufacturing. His experience includes managing a wide variety of functions, allowing him to deliver value through a multi-disciplinary program management approach to problem solving and execution. He has proven success in developing strategy and translating strategic vision into attainable and measurable results via diligent execution.

Specialties

Product Management and Development, Institutional Relationship Management, Client Implementations, Program Management, Process Improvement, Platform Conversions, Regulatory Oversight

Relevant Experience

  • Grant has developed and implemented Program Management Offices that increased management confidence in business results and tracked delivery and return on capital for strategic projects
  • He has led operational model evaluations and vendor search (RFP and RFI) processes for providers looking to transform their businesses
  • Grant has worked with various industries’ executive leadership teams on multiple continents to assess, redesign, and implement changes to organizational processes and supporting infrastructure, including customer requirements, products, processes, projects, servicing, enabling technologies, and roles/competencies
  • Leveraging his change process and project management expertise, Grant focused a client service team on increasing profitability, sales and servicing to guide the clients to more standardized service and a better customer experience
  • Grant has helped organizations comply with DOL fiduciary regulations, assessing risk areas, evaluating organizational readiness and embedding on implementation teams to increase success and compliance

Prior Positions Held

  • Senior Transition Manager, Institutional Retirement Plan Services – TIAA
  • Consulting Manager/Principal – IQBG
  • Corporate Services Director, Client Servicing – Sizwe Medical Services
  • Administration Director, Unitized Services – Alexander Forbes Retirement Services

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