Summary
Overview
Work History
Education
Skills
Accomplishments
Boardandpublicaffiliations
Profile
Languages
Timeline
Generic

Irene C Speridakos

Winchester,MA

Summary

A proven client centric leader who has delivered on all revenue, expense, client satisfaction and expansion goals. With 40 years of financial services industry experience, serves as a trusted advisor to clients and industry key stakeholders to solve business challenges. Key participant in industry transformation initiatives, product development, operational transformation, growth through transformation. Passionate leader specializing in revenue generation and relationship expansion with prominent financial services organizations. Delivered exceptional revenue, P&L margin improvement, superior satisfaction ratings and cross team collaboration results.

Overview

40
40
years of professional experience

Work History

Managing Director

Bank of New York
09.2017 - 04.2024

Responsible for the Investment Manager segment of the Asset Servicing business globally. 200+ of the industry's most prominent clients. AUM: $ T Annual revenue: $2.5B.

Developed and executed strategy for growth of new and expanded business relationships; direction of product development to meet client needs; revenue and expense goal attainment, collaboration with clients to understand their evolving needs and driving enterprise wide delivery of comprehensive solutions to the marketplace.

Led and developed a global team of financial service executives to ensure service excellence, cultivation of trusting client relationships, deep relationships with local regulators and market influencers.

Face of the business to the street, clients' C suite, law firms, consultants and Boards.

Lead Consultant and Co-Founder

Scotch Pine Capital
09.2016 - 08.2017

Responsible for business development activities

Created value proposition for the firm

Created risk management and transform solutions to address client needs

Oversaw contract negotiations and on time project delivery per commitments and client expectations


Senior Vice President, Head of Relationship Management, Institutional Services, Americas Chair, Deal Team Committee

STATE STREET CORPORATION
07.2007 - 01.2016
  • Lead a team of 45 relationship professionals covering 250+ leading asset management firms in North America providing insight to the client and access for State Street
  • Consistently meet and exceed goals in revenue expansion and mandate renewals
  • Lead strategic revenue initiatives; design and implement client impacting policy changes
  • Design execution of regulatory mandates with direct client impact
  • Deliver solutions to clients to advance their product development efforts, meeting regulatory requirements and business transformation
  • Redesign of RM team of 45 professionals, talent development program, best practices
  • Lead client outreach campaigns, industry seminars and events
  • Developed pricing strategy, integrated with finance, sales and business
  • Run Deal Team
  • Serve as the client voice cross organizationally for strategic decisions: pricing, legal, compliance, risk management and product development

Senior Director, Team Leader, Client Management Group

INVESTORS BANK AND TRUST COMPANY
05.2006 - 07.2007
  • Responsible for managing and developing a team of 12 Client Management professionals overseeing a client base of 40 plus mutual fund clients comprising the organization's most critical and highest revenue producing relationships
  • Led team and clients through State Street acquisition of IBT
  • Primary responsibilities include ensuring maximum revenue production and client satisfaction; executing strategic and financial goals, revenue forecasts, resource management and cross-organizational collaboration
  • Created new relationship management framework to implement industry best practices
  • Executed talent acquisition strategy to enhance client experience

First Vice President, Senior Relationship Manager, Global Securities Services

MELLON FINANCIAL CORPORATION
01.2003 - 01.2006
  • Asset Owner Business Development/Relationship Management for 15 sophisticated institutional clients with total assets exceeding $150 billion
  • Top producer exceeding annual targets
  • Responsible for building, deepening and expanding relationships with marquis clients consisting of public funds, defined benefit/contribution plans, endowments and foundations
  • Exceeded client satisfaction by delivering the best of the organization to meet client needs, expanded relationships by cross selling and strategic account planning
  • Penetrated executive levels in client organization, improved profitability, strategic account planning, product development identification, participation in new business presentations, as well as internal team building

Vice President

THE BOSTON COMPANY
05.1984 - 12.2002
  • Manager of Client Service Team consisting of 10 professionals, representing 70 institutional client relationships
  • Responsible for business management of large public and corporate fund clients, including client service, management reporting, profitability, product planning, new business development, risk management, legal and compliance, and preparation of all strategic, operating, and cross sell marketing plans

Education

Bachelor of Arts - Finance And Business Management

SIMMONS University
BOSTON, MA
05-1984

Skills

  • Communication, conflict resolution, persuasion and influence
  • challenging negotiations-contracts, commercials, cross functional
  • creative problem solving across multiple stakeholders
  • strategy and execution for revenue and expense goal attainment
  • talent management, across geographies
  • leadership to drive key business leaders to collaborate in delivering results for the greater goal
  • create framework and execute on critical business challenges
  • Board interactions- client Boards, service on non-profit boards

Accomplishments

  • Strategic vision led to recent industry acquisition
  • significant product development
  • Partner with clients to architect solutions enabling, significant cost savings and speed to market of their new product launches
  • cultivation of exemplary team of relationship management professionals
  • trusted advisor to key investment management clients

Boardandpublicaffiliations

EXPECT MIRACLES FOUNDATION, 01/01/15, Emeritus, Director

NICSA, Board Director and Treasurer ,01/01/2021- 3/31/2024

SIMMONS UNIVERSITY , Board Director, 07/01/2024

Profile

Established leader with proven people skills resulting in development of long term, deep client relationships with consistently high client satisfaction scores, ability to cross sell into client organizations, cross functional collaboration to implement creative and untested services in a highly competitive environment to achieve financial goals while improving client experience. Passionate, approachable leader who works well across all levels of organizations to achieve results with a focus on continuous improvement and team work. Accomplished strategist securing new deals, client retention and expansion., Strong track record of serving as the organizational face to the client, while achieving corporate objectives through deep understanding of client challenges and creating solutions to solve them. Expert in team building across multiple business lines and corporate functions to achieve objectives. Able to attract, develop and motivate relationship professionals to achieve client and revenue goals. Strong communication skills leveraged in presentations, client communications, sales opportunities, talent development, and industry events.

Languages

Greek
Native or Bilingual

Timeline

Managing Director

Bank of New York
09.2017 - 04.2024

Lead Consultant and Co-Founder

Scotch Pine Capital
09.2016 - 08.2017

Senior Vice President, Head of Relationship Management, Institutional Services, Americas Chair, Deal Team Committee

STATE STREET CORPORATION
07.2007 - 01.2016

Senior Director, Team Leader, Client Management Group

INVESTORS BANK AND TRUST COMPANY
05.2006 - 07.2007

First Vice President, Senior Relationship Manager, Global Securities Services

MELLON FINANCIAL CORPORATION
01.2003 - 01.2006

Vice President

THE BOSTON COMPANY
05.1984 - 12.2002

Bachelor of Arts - Finance And Business Management

SIMMONS University
Irene C Speridakos