Jon Graff
Strategic Financial Leader | Coach and Team Builder | Change Agent
- Role
- Head of Client Service Management for Select and Large Markets at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Jon Graff
Strategic financial leader with extensive experience in business transformation environments, including start-ups, mergers and acquisitions, and mature businesses. Delivers results through strategies grounded in deep knowledge of the customer, risk, and organizational capability. Expertise driving leadership success through open communication, shared accountability, and focused execution. Proven ability to navigate complex financial landscapes and lead teams to achieve organizational goals while fostering a culture of transparency and collaboration. Managed multimillion-dollar strategic initiatives.
Experience
Head of Client Service Management for Select and Large Markets
Sep 2025 — Present · Cincinnati, OH, US
Lead organization accountable for operational support and service delivery for Workplace Investing clients in the Select and Large Markets.
Education
College of the Holy Cross
BA, Economics
University of Connecticut School of Business
MBA, Business Administration
Skills
- 401k
- Relationship Management
- Management
- Retirement Planning
- Strategy
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