Highlights

Mark brings over 25 years experience in relationship management, service and operating model development and acquisition and transformation support in financial services and total benefits outsourcing. He has been a leader in both mature and start-up businesses to ensure organizational and client satisfaction goals have been achieved.

Specialties

Relationship Management, Acquisition & Transformation Support, Client Services Management, Operations Development, Change Management, Communication Strategy

Relevant Experience

  • Mark has worked with organizations to identify operational efficiencies and improvements and managed the effort from senior management approval through final implementation
  • Mark has been a part of the leadership team in developing the Operations support model in launching a new line of business (Defined Benefit administration) within the Total Benefits Outsourcing segment. He collaborated with the technology, operations and client implementation teams to ensure a cohesive and sustainable operating model
  • He has worked with organizations to develop a Workplace Financial Education offering; defining communication strategies to deliver high employee impact consistent with organizational goals
  • Mark has extensive experience in Relationship Management. from C-suite strategic business planning to services management and new product rollout. He has developed governance models unique to client needs to strengthen relationships and ensure clear communication
  • Mark developed a comprehensive service recovery methodology to implement operational, product and technology improvements required for client retention and satisfaction
  • Mark holds FINRA Series 7 and 63 Licenses

Prior Positions Held

  • Vice President, Relationship Management – Fidelity Workplace Investing
  • Vice President, Integrated Service Delivery – Fidelity Investments
  • Vice President, Client Implementation – Fidelity Investments
  • Vice President, Operations Development – Fidelity Investments
  • Director, Systems Development – Fidelity Investments

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