Gareth Vaz
Experienced Financial Services Professional. Currently focused on UHNW Offer Strategy & Development
- Role
- Director Advisor Services Uhnw Offer Strategy & Enablement at Charles Schwab
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Gareth Vaz
Financial Services professional with over 15 years of experience in offer development…
Experience
Director Advisor Services Uhnw Offer Strategy & Enablement
Oct 2022 — Present · Lone Tree, CO, US
Responsible for influencing strategic direction of new Ultra-High-Net-Worth (UHNW) offer and driving execution of platform enhancements; emphasis on improving Advisor experience, revenue generation, and operational efficiency/risk reduction • Created Liquidity Consulting Service targeting UHNW clients with $10M+ in cash assets resulting in over 60 engagements; partnered with cross-functional team to develop service focused on income generation and portfolio risk management• Led strategic 3rd-party engagement in collaboration with senior management; deepened relationship through Marketing, Sales, and Event initiatives, developed new resources including operating playbook, and created 2 annual business plans• Drove process improvement initiative focused on Transition Services, encompassing cross-business working model; evaluated client experience impact, delivered analysis to senior leadership team, influenced budget request and prioritization of initiative
Education
University of Warwick
Bachelor’s Degree, Mathematics and Computing
2004 — 2007
MIT Sloan School of Management
Master of Business Administration (MBA)
2013 — 2015
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