Jeffery Swavely
Driving Successful Strategies and Cultivating Trusted Client and Vendor Partnerships for 25+ Years
- Role
- Head of Pmo at Fi-Tek Wealth Solutions
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jeffery Swavely
Multifaceted executive leader with a proven track record of driving successful strategies across Client Services, Financial Software Systems Implementation and Integration, Vendor and Risk Management, Operations, PMO/Project Management, Relationship Management, and Business Development. Adept at aligning organizational initiatives with strategic vision to deliver measurable success.Recent Experience: Guided Banks and Trust Companies in optimizing securities market data usage, ensuring access to high-quality data and aligning utilization with strategic objectives.Previous Leadership: Directed Partnership and Vendor Management initiatives within FIS’s Wealth & Retirement Administration division, shaping strategic and tactical vendor engagement, driving revenue growth through partnerships, and enhancing service delivery.Client Engagement: Oversaw Client Service and Application Support teams, serving as a key liaison between clients and executive leadership. Developed strategies that consistently exceeded satisfaction targets and positioned organizations as trusted strategic partners.Core Strengths:Bridging the gap between Business and IT within financial and wealth management software.Leading cross-functional teams to deliver exceptional service and outcomes.Aligning technical capabilities with business objectives to build high-performing teams and foster long-term client success.25+ Years of Building Positive Client & Vendor Relationships
Experience
Head of Pmo
Nov 2025 — Present
Fi‑Tek’s Global WealthES™ enterprise solution provides financial institutions with a comprehensive, integrated wealth management platform that simplifies and enhances Trust business administration, enabling streamlined operations and peak efficiency. Let’s start a conversation and uncover what Global WealthES™ can do for your firm.
Education
Villanova University
Certificate, Project Management
New England College
BA, Business Admin / Finance
Chubb Institute of Technology
Assoc, Software Development
Skills
- Process Improvement
- Management
- Relationship Management
- Strategy
- Product Management
- Business Analysis
- Vendor Management
- Financial Services
- Project Management
- Leadership
- Account Management
- Executive Management
- Strategic Planning
- Program Management
- Contract Negotiation
- Business Development
- Banking
- Wealth Management
- Risk Management
- Cross-Functional Team Leadership
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