Christopher Collins

Spearhead relationship development and business growth within bank and trust channel.

• Lead strategic consultations on investment solutions, enhancing portfolio positioning for advisors.

Craft customized proposals and performance illustrations to support asset generation decisions.

Deliver impactful presentations to deepen engagement, and expand distribution opportunities.

• Identify partnership opportunities by managing lead pipelines, and nurturing long-term relationships.
• Resolve complex service needs, acting as a trusted contact for advisors and banks.
• Monitor industry trends to provide insights that drive channel innovation.
• Educate advisors on product details, performance, and investment allocations, fostering informed decision-making.

• Engage with existing prominent financial advisors to utilize turnkey asset management platform for managing their portfolio of client accounts.
• Generate substantial growth and increase account penetration by devising tactical, scalable, and sustainable client plans to expand book of business and cross sell services in Southeast Region.
• Cultivate strong client relationships through discovery calls to assess customer goals and gather intelligence to advise on optimal solutions.
• Contact leads, meticulously analyze accounts/statements to assist advisors with customized services.
• Craft proposals, strategies, and solutions and present to clients and advisors consistently gaining buy-in.
• Create, coordinate, and facilitate customized personal/virtual demonstrations to convey value of products and services to prospective/existing clients.
• Leverage existing clients to create new business opportunities to establish new clients.
• Identify prospective client pain points by asking methodical questions to understand their business needs. Determine opportunities to upsell/cross sell additional products and services to increase revenue.
• Consistently evaluate market trends through comprehensive analysis to obtain intelligence.
• Onboard clients by coaching and providing client tutorials to best utilize website platform and advise on best practices.
• Establish trust and confidence by identifying innovative opportunities to achieve customer objectives.
• Conduct campaigns to reestablish communication to promote reengagement of clients into the organization and re-earn business.
• Proud recipient of 2022 & 2023 President’s Club Award for exceeding sales goals and exceptional performance.
• Drove exceptional sales revenue and received two monthly performance awards in 2022.
• Spearheaded strategic process and plan to secure $173M business sale transaction for key client.
• Leveraged industry expertise to advise client on closing proceeds from $20M sale of business. Engaged high net worth partners with expertise in planning around liquidity events to facilitate successful transaction.

• Collaborated with cross-functional teams and specialists to optimize portfolio of services for enhanced revenue for partners and company/organizations.
• Utilized industry expertise and proven cold calling techniques to drive lucrative sales goals.
• Fostered and maintained strong relationships with clients, advisors, and other partners.
• Instrumental in identifying ~$25M in external assets and liabilities opportunities.
• Cultivated strong client relationship and uncovered net worth surpassing $5M in midst of liquidity.
• Orchestrated, prospected, and secured affluent clients with High Net Worth (HNW) of $2M+.
• Transformed $2M client relationship by devising strategic solution that was previously unsolved.
• Expertly uncovered lucrative opportunity for $5M mortgage of commercial property.

• Engaged new and existing clients to understand and help them achieve their short and long-term goals by providing suitable investment products.
• Cultivated strong relationships and rapidly built rapport and trust with current/prospective clients in competitive marketplace.
• Partnered with clients’ external advisors including; CPAs and attorneys to enhance client relationships.
• Collaborated with high performing advisors to capture high-value external assets and drive company revenue.
• Adeptly assisted clients through life-changing events including; employment changes, death, divorce, and liquidity events.
• Devised long term strategy and led the customer journey for mutual success and optimal engagement.
• Contributed expertise advising senior executives of public companies on 10b5-1 plans by providing reinvestment solutions for proceeds of assets to maximize ROI.
• Instrumental in securing new business working closely with top tier advisors and High Net Worth (HNW) clients to demonstrate strategic investment products.

• Conducted comprehensive investment analysis, presented findings to senior advisors/clients focused on boosting Assets Under Management (AUM) by selecting premium managers with proven record of consistent performance.
• Reviewed client portfolios and pursued clients with historically low revenues to cultivate relationships.
• Uncovered client who was a high-ranking official at a publicly traded logistics company in Chicago.
• Rescued former client relationship valued at ~$6M by re-instilling trust and confidence in organization.
• Identified ~$10M in external assets from engagement with underserved clients.
• Identified, learned, and implemented internal trading platform to manage ~$150m of clients assets which allowed increased efficiency with account management to maximize client satisfaction and provide more time for asset gathering.
• Realized substantial revenue boost by successfully transitioning clients from John Hancock to Jackson annuity.
• Catalyst for managing ~$150M in advisor discretionary investment strategies for team which substantially elevated Assets Under Management (AUM) and annual revenue.