Emilio Vela-Negrete
Program & Client Success Leader | Driving Scalable Financial Wellness & Retirement Solutions | Cross-Functional Team Leadership & Strategic Partnership Development
- Role
- Director of Financial Wellness & Client Success at World Investment Advisors
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
About Emilio Vela-Negrete
I am a program and client success leader with 10+ years of experience in the retirement and financial wellness space, building and scaling solutions that drive measurable employee engagement and business impact. At WORLD, I lead cross-functional teams and strategic partnerships to deliver tailored, scalable programs that help employees make confident financial decisions while reducing employer burden. I take a hands-on approach to solving problems, improving systems, and identifying opportunities to strengthen client relationships and uncover future revenue potential. I collaborate across departments to evolve our program strategy and ensure alignment with both business goals and workforce needs. My work centers on people, strategy, and technology. I am passionate about creating solutions that scale, supporting long-term client success, and delivering meaningful outcomes across the organizations we serve. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC.(Member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC. Please note: Third-party posts on this profile do not reflect the views or endorsement of WORLD Investment Advisors and have not been reviewed for accuracy or completeness.
Experience
Director of Financial Wellness & Client Success
Mar 2021 — Present · Long Beach, CA, US
Education
UC Santa Barbara
Bachelor's degree, Communication and Spanish
2007 — 2011
Universite de Lumiere II
B.A, French
2009 — 2010
USC Marshall School of Business
Master of Business Administration
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