Alicia Brady
Ithaca,NY
Summary
Accomplished Director/Relationship Manager and Co-Head of Platinum and Teaming with a proven track record of spearheading innovative strategies to retain and grow assets under management, notably retaining a $100M client in a competitive market. Expert in stakeholder management and regulatory compliance, demonstrating exceptional relationship-building skills and analytical problem-solving to drive business success and exceed metrics.
Overview
19
19
years of professional experience
1
1
Certificate
Work History
Co-Head Platinum/Teaming
VFG- a Mass Mutual Company
Syracuse, NY
03.2025 - Current
- Lead cross-functioning teams to scale, scope, and elevate high-producing Advisors. Currently responsible for 7 on-going projects for key stakeholders.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Thorough team contributor with strong organizational capabilities. Expert handling in numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
- Built, executed, and monitored multiple focus groups, team projects, succession and continuity plans.
- Liaison between high producing advisors and Senior Leadership.
Director
TIAA
Ithaca, NY
05.2018 - 03.2025
- Lead integrated team in strengthening overall relationship with key decision makers with largest client to drive better outcomes for the client.
- Quarterback all strategic internal and external alliances including senior/executive management, business planning, budgeting, economic reviews, communications and marketing, operating expenses and revenue sharing arrangements.
- Exert influence on corporate wide and client initiatives and ensure efficient and effective execution.
- Retained 100M AUM client in competitive environment.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Strengthened financial health with rigorous cost control measures and revenue enhancement strategies.
- Enhanced stakeholder satisfaction with timely and transparent communication strategies.
- Led cross-functional teams to exceed benchmarks for SLA delivery, staying on top of challenging schedules with multiple competing timelines.
Sr. Financial Consultant
TIAA
Ithaca, NY
09.2007 - 05.2018
- Collaborated with clients to support understanding of rationale and details of financial strategies.
- Consistently exceeded business metrics in client satisfaction and AUM, averaging 720 meetings annually.
- Established strong relationships with key stakeholders, fostering long-term partnerships and repeat business.
- Increased client satisfaction by providing expert financial advice and personalized investment strategies.
- Provided exceptional customer service by promptly addressing concerns or inquiries from clients.
- Assisted clients with retirement planning, helping them achieve their long-term financial goals.
- Mentored junior consultants, promoting a culture of continuous learning and professional development.
- Maintained strict compliance with regulatory requirements, minimizing potential legal issues and penalties.
- Facilitated new client onboarding process and investment account setup.
- Delivered engaging presentations at industry conferences, showcasing expertise and attracting new clients.
Education
Bachelor of Arts - Anthropology, Education, Politics
SUNY Potsdam
Potsdam, NY05-1999
Skills
- Stakeholder management
- Solution management
- Effective communication
- Relationship building
- Business relationship cultivation
- Analytical problem solving
- Regulatory compliance
- \Overcoming objections
- Consultative selling
- Strategic planning
- Project management
- Team management
Certification
AIF- Accredited Investment Fiduciary: Awarded 2018
NASD/FINRA Series 7, 63: Awarded 2002
NYS L/A/H: Awarded 2005
Game Changer Award: 2019, enterprise-wide recognition for exemplifying corporate values and providing high-impact client service.
Timeline
Co-Head Platinum/Teaming
VFG- a Mass Mutual Company
03.2025 - Current
Director
TIAA
05.2018 - 03.2025
Sr. Financial Consultant
TIAA
09.2007 - 05.2018
Bachelor of Arts - Anthropology, Education, Politics
SUNY Potsdam