Marisol N.
Vice President - Asset Manager Relations at BNY Advisors
- Role
- Vice President - Asset Manager Relations - Bny Advisors at BNY
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Marisol N.
Accomplished and results-oriented business executive with extensive experience in Financial Services/Wealth Management space. Demonstrated success in new business development, relationship management and product management. Responsible for developing front office systems and processes for Advisory Accounts to streamline corporate operations. Strong leadership skills and able to work in a fast paced environment. Spearheaded various initiatives to deliver new products and services to enhance revenue and improve customer experience. Excellent teamwork and interpersonal skills. • Operations Management and Efficiencies• Productivity Analysis• Strategic and Tactical Planning• Relationship Management• Project Management• Client Experience Management• Knowledgeable in Pershing, Fidelity, Lockwood and Envestnet systems• Compliance Controls
Experience
Vice President - Asset Manager Relations - Bny Advisors
Dec 2021 — Present
Education
Boston College
Bachelor's degree, Communication and Media Studies
Universite de Paris IV Sorbonne/Institut D'Etudes Europeennes, Paris France
Coursework in European Art, History and Literature
The Wharton School
Securities Industry Institute (SII) Executive Development Program
Skills
- Separately Managed Accounts
- Legal
- Compliance
- Project Management
- Bilingual-English/Spanish
- Operations Management
- Strategic Planning
- Onboarding
- Leadership
- Private Banking
- Wealth Management
- Customer Experience
- Product Management
- Six Sigma
- Microsoft Office
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