J. R. Simon
Vice President | Enterprise Transformation & Client Platforms
- Role
- VP Head of Client Infrastructure Program Management at AllianceBernstein
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About J. R. Simon
Enterprise transformation executive with 15+ years of experience leading global, multi‑channel technology and business initiatives across asset & wealth management, healthcare, and Fortune 500 environments. Proven track record of building and scaling enterprise program, product, and client‑platform organizations; driving Agile and operating‑model transformation; and partnering with C‑suite leaders to deliver strategic outcomes. Known for translating strategy into execution at scale, modernizing client infrastructure, and leading globally distributed teams of 100+ professionals.
Experience
VP Head of Client Infrastructure Program Management
Feb 2023 — Present · Nashville, TN, US
Enterprise executive leading global client infrastructure delivery across Private Wealth, Retail, and Institutional channels. Accountable for strategy, execution, and outcomes of mission‑critical initiatives supporting global distribution and client experience.• Lead enterprise programs spanning global custody, client onboarding, reporting, and digital client platforms across multiple geographies• Strategic partner for a new global custody platform enabling expansion of offshore and international offerings• Own delivery governance, prioritization, and execution across a portfolio supporting global distribution and client engagement• Built and scaled a high‑performing organization with 11 direct reports, 47 indirect reports, and 100+ global team members• Serve as senior advisor and mentor to Vice Presidents and Directors, supporting leadership development and succession planning• Executive Sponsor for enterprise Business Analyst capability development and LGBTQ+ Employee Resource Group initiatives
Education
Auburn University Harbert College of Business
Degree in Bachelor of Science, International Business; Finance and French Proficiency
2002 — 2006
City University of Seattle
Master of Business Administration (MBA), Masters of Business Administration, Concentration in Project Management
2011 — 2014
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