Bryan Morrison
Bordentown
Summary
Dynamic operations leader with extensive experience in the SMA space, from an Account Servicing perspective, while driving process improvements and enhancing efficiency. Proven track record in staff management and effective communication, resulting in increased productivity and employee retention. Skilled in operations oversight and problem-solving, consistently delivering high-quality results and fostering strong client relationships.
Overview
7
7
years of professional experience
Work History
Vice President, Operations Account Management
BNY Archer
Berwyn, PA
11.2024 - Current
- Supervised funding and maintenance initiatives for new SMA openings, ensuring alignment with clients' strategic objectives.
- Facilitated communication and resolution of account service-related queries for key clients, ensuring satisfaction and efficiency.
- Managed recruitment and scheduling processes to maintain a fully staffed team of 8-10 employees.
- Collaborated with cross-functional teams to implement strategic initiatives and improve service delivery.
- Developed and executed training programs for staff to elevate performance standards.
- Analyzed operational data to identify trends and recommend improvements in workflows.
- Led quarterly and annual reviews of operational metrics, driving accountability and performance enhancements.
- Increased overall organizational efficiency by streamlining workflows and eliminating redundancies in day-to-day operations.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Engaged with clients to establish rapport and nurture long-term partnerships.
Operations Manager
BNY Archer
Berwyn, PA
02.2023 - 11.2024
- Streamlined operational processes to enhance efficiency and reduce downtime.
- Analyzed existing workflows and established a more efficient system for managing SMA funding operations.
- Supervised SMA openings, coordinated funding activities, and addressed maintenance requests to support operational efficiency for a major client.
- Coordinated midday stand-up calls to streamline communication and manage escalations effectively.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
- Trained and guided team members to maintain high productivity and performance metrics.
Operations Team Leader
BNY Archer
Berwyn, PA
03.2021 - 03.2023
- Led daily operations, ensuring efficient workflow and adherence to company standards.
- Implemented training programs to enhance team performance and operational knowledge.
- Set schedules and oversaw daily workflow.
Senior Operations Specialist
BNY Archer
Berwyn, PA
01.2021 - 03.2021
- Developed and implemented process enhancements that increased productivity across various departments.
- Mentored junior staff, fostering skill development and promoting best practices in operations management.
Operations Specialist
BNY Archer
Berwyn, PA
04.2019 - 01.2021
- Managed the processing of new account openings and maintenance requests, ensuring timely and accurate completion.
- Analyzed cash flow transactions and conducted thorough checks for discrepancies to uphold financial standards.
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL12-2018
Skills
- Operations oversight
- Process improvements
- Effective leader
- Staff management
- Operations management
- Attention to detail
- Problem-solving abilities
- Effective communication
Timeline
Vice President, Operations Account Management
BNY Archer
11.2024 - Current
Operations Manager
BNY Archer
02.2023 - 11.2024
Operations Team Leader
BNY Archer
03.2021 - 03.2023
Senior Operations Specialist
BNY Archer
01.2021 - 03.2021
Operations Specialist
BNY Archer
04.2019 - 01.2021
Bachelor of Science - Finance
University of South Florida