Kerry-Ann Spencer

About Kerry-Ann Spencer

Senior operations and client services executive with over 15 years of experience transforming client experience and service delivery across leading investment banks and asset management firms. My passion lies in designing scalable, compliant, and high-impact operational solutions that reduce friction for front-office teams and elevate the onboarding and lifecycle journey for high-net-worth and institutional clients. I’ve led global teams, cross-functional working groups, and high-stakes transformation projects across Goldman Sachs, J.P. Morgan, and premier hedge funds- delivering measurable improvements in speed, accuracy, and efficiency without additional headcount or engineering dependencies. Whether it’s building a first-in-kind client death protocol/platform, launching real-time error dashboards, or redesigning onboarding logic, I embed compliance and analytics into every workflow to ensure precision and transparency. Above all, I take pride in teams to do their best work by removing barriers, enhancing stakeholder alignment, and operationalizing strategic goals while delivering excellence to clients.

Experience

1. Vice President Client Services

   高盛

   Jan 2022 — Present · Dallas, TX, US

   Lead strategy and service delivery across 9 US offices, managing a team of relationship managers while acting as a central liaison between advisors and operations-Embedded SME talent in high-need areas, executing process improvements without roadmap dependency or added staffing costs.Launched a client-death support protocol, automating sensitive workflows and creating an advisory team to deliver a consistent experience-Built and deployed a real-time dashboard (NIGO) to track processing delays and errors, increasing visibility and reducing ticket rework-Established a sales training feedback loop using analytics to close skill gaps, boost first-pass accuracy, and optimize service outcomes-Partnered with compliance, legal, and advisory leadership to implement initiatives that elevated efficiency, transparency, and client satisfaction.