James Morris
Director, Head of Client Experience Management for the Retirement Group
- Role
- Director, Head of Client Experience Management for the Retirement Group at BlackRock
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About James Morris
Experienced in asset management with proven results in business operations, operational risk management and client servicing. High degree of success in delivering strategic goals by building quality cross functional relationships and obtaining critical stakeholder buy in. Expansive experience and ability aligning client sales and service teams with investment operations to better service the client in areas of process reorganization, change management, trade operations, transfer agency, billing, settlements and client reporting. Demonstrated delivery of projects by partnering with key technology and development teams in defining and delivering daily business needs to long term and highly complex system decommissions and integrations. Strong ability to analyze, synthesize and implement policies and procedures, operational controls to mitigate risk, reduce cost and increase process efficiency.
Experience
Director, Head of Client Experience Management for the Retirement Group
Jan 2021 — Present · New York, NY, US
As a strategic partner to the head of distribution for the Retirement Group in the Americas, supporting the growth of the business through first class service delivery. Responsible for leading multiple teams with ownership of deepening relationships, through service delivery focused on driving the right outcomes for clients today and preparing for their changing needs in the future. Partnering closely with leaders and teams across distribution, investments and operations to drive strategy, planning and execution through the client lifecycle including; client onboarding, contracting, trade settlement and reconciliation, compliance, client order management, reporting and billing. Covering all asset classes and investment vehicles, including but not limited to; Fixed Income, Equity, Private Equity, Hedge Funds, Mutual Funds, CTFs, and Sub Advised Funds.
Education
University of Canberra
Bachelor’s Degree, Commerce - Banking and Finance
2007 — 2010
University of Canberra
Bachelor’s Degree, Economics
2007 — 2010
Marist College Canberra
High School
1998 — 2003
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