CHRISTOPHER COLLINS
Sarasota
Summary
Relationship management professional with 15+ years of experience advising high-net-worth individuals, families, and financial professionals, and managing, retaining, and growing client portfolios including $150M+ in discretionary assets and a $200M client book transition. Proven track record of building trust-based relationships with HNW clients and executives, delivering sophisticated investment strategies, and driving revenue growth through consultative, needs-based advising. Two-time President's Club honoree. Recently captured commitments on multiple multi-million dollar institutional accounts, including a $50M foundation and a $40M client settlement, bringing complementary institutional experience to a career grounded in direct client relationship management.
Strategic Consultant known for high productivity and efficiency in task completion. Specialize in business process optimization, risk management, and stakeholder engagement. Excel in problem-solving, communication, and adaptability to ensure successful project outcomes. Navigate complex challenges using analytical skills and collaborative approach to drive organizational improvements.
Overview
17
17
years of professional experience
Work History
Financial Institutional Consultant
AssetMark
03.2025 - Current
- Bank and trust channel: advising trust advisors, community banks, and institutional clients.
- Serve as primary advisor to a portfolio of partner banks and prospective institutions, developing customized investment strategies and identifying growth opportunities.
- Captured commitment on $50M foundation account by leading restructuring of Investment Policy Statement with trust advisor and foundation board.
- Secured $21M new money from a trust advisor for allocation to fixed income strategies, enhancing portfolio diversification.
- Developed and delivered strategic proposals and performance analyses to influence institutional investment decisions.
- Won platform commitment on a $40M client settlement; transfer pending.
- Negotiated institutional pricing with investment partners and secured senior finance leadership approval, strengthening the platform's competitive positioning.
Sales Consultant
AssetMark
11.2021 - 03.2025
- Established relationships within retail advisor channel: Southeast territory, serving independent financial advisors and RIAs.
- Managed and grew relationships across 200+ financial advisors, expanding platform adoption through portfolio diagnostics and strategic consulting.
- Managed relationships with 200+ financial advisors, enhancing platform adoption via portfolio diagnostics and strategic consulting.
- Reactivated dormant advisor relationships and uncovered held-away assets through proactive account review.
- Reactivated dormant advisor relationships and identified held-away assets through proactive account review.
Private Client Banker
JPMorgan Chase & Co.
11.2020 - 11.2021
- Identified $25M in external asset and liability opportunities through proactive client discovery, enhancing clients' financial positions.
- Advised affluent households on tailored banking, lending, and investment strategies to meet specific financial goals.
- Structured a $5M commercial property financing transaction, revitalizing engagement with a previously stagnant $2M client.
Client Relationship Manager
IHT Wealth Management
06.2018 - 11.2020
- Transitioned $200M advisor book of business from UBS to IHT, preserving client relationships during time-sensitive transfer.
- Advised corporate executive clients at publicly traded companies on Rule 10b5-1 trading plans and insider stock sale strategies, enhancing compliance and strategic planning.
- Collaborated with CPAs and attorneys on complex, multi-party financial planning initiatives.
- Collaborated with CPAs and attorneys on complex, multi-party financial planning initiatives, ensuring comprehensive support for client needs.
Investment Associate
Merrill Lynch
09.2009 - 06.2018
- Identified, learned, and implemented the firm's internal trading platform to manage approximately $150M in discretionary investment portfolios, increasing account management efficiency and freeing capacity for asset gathering.
- Transitioned approximately $30M in client annuity assets from John Hancock to Jackson, driving a significant increase in team revenue.
- Conducted investment research and performed manager due diligence, enhancing senior advisor recommendations.
- Restored $6M client relationship and identified $10M in held-away assets by re-engaging underserved accounts, increasing potential for future revenue.
Education
B.S. - Communications
Indiana University
Skills
- Portfolio Construction and Investment Strategy
- Discretionary Portfolio Management
- Wealth Advisory
- Investment Risk Management
- Financial planning
- Institutional Client Relations
- Client Needs Analysis
- Client acquisition
- Business Development
- Client retention
- Trust & Estate Coordination
- Portfolio Growth
Education And Licenses
- Indiana University, B.S., Communications
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law Exam)
Timeline
Financial Institutional Consultant
AssetMark
03.2025 - Current
Sales Consultant
AssetMark
11.2021 - 03.2025
Private Client Banker
JPMorgan Chase & Co.
11.2020 - 11.2021
Client Relationship Manager
IHT Wealth Management
06.2018 - 11.2020
Investment Associate
Merrill Lynch
09.2009 - 06.2018
B.S. - Communications
Indiana University