Arlen Klinger
Vice President | Head of PCG Trading at Janney Montgomery Scott
- Role
- Head of Private Client Group Trading at Janney Montgomery Scott LLC
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Arlen Klinger
Versatile, results-driven executive with 20+ years of experience in financial services…
Experience
Head of Private Client Group Trading
Apr 2017 — Present · Philadelphia, PA, US
Played a pivotal role in the ongoing transformation of the private client group (PCG) from a broker model to a fee-based planner and asset manager model. This increased PCG financial advisors\' combined annual recurring revenue by 17% and contributing to the growth in Janney\'s AUM from $71 billion to $116 billion.Rightsized the PCG trading team from 21 to 15, decreasing expenses while maintaining service levels and revenue.Instituted an open architecture model for the trading team, which gave FAs direct access to traders, enhanced cross-functional practice management, and provided personal coaching to the advisors.Led a SWOT analysis and convinced the PCG executive leader to hire a fixed income portfolio consultant.Oversee client fixed income portfolio development, best execution, desk periodicals, and trade idea generation.Serve on several senior leadership committees, including fixed income risk, fixed income syndicate/commitment, best execution, internal controls and new rules, as well as the incident response and FA recruitment teams.Manage the firm\'s relationships with automated trading systems (ATS) and other strategic partners.Represent Janney on the Retail Fixed Income Forum of the Securities Industry and Financial Markets Association (SIFMA).
Education
Villanova University
Bachelor's degree, Finance, General
1995 — 1999
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