Jack Murphy
Boston,MA
Summary
Operations and Project Management professional bridging the gap between creative vision and business execution. Leverages a background in financial technology and luxury retail logistics to build scalable processes, manage cross-functional teams, and optimize operational efficiency for design-driven brands. Proven ability to orchestrate complex supply chains, administer CRM systems, and translate analytical insights into actionable business strategies.
Overview
5
5
years of professional experience
Work History
Client Associate
RH
Boston, MA
09.2025 - Current
- Lead the luxury client experience for the Boston Gallery by managing omnichannel inquiries and delivering personalized interior design guidance that enhances the client journey and drives sales alongside Gallery Partners.
- Coordinated inventory across nationwide network of RH galleries, providing operational support that enabled design teams to execute consultations and close high-value sales.
- Orchestrated end-to-end post-purchase logistics including white-glove deliveries, returns, and exchanges while resolving complex escalations through seamless coordination with vendors, delivery teams, and corporate partners.
- Administered Salesforce CRM to document interactions and track order histories, developing custom dashboards that streamlined monitoring of technician requests, merchandise inquiries, and outstanding order resolutions.
Wealth Management Paraplanner
Axial Financial Group
Burlington, MA
03.2025 - 07.2025
- Conducted in-depth portfolio analysis, including IRA rollovers and asset alignment strategies, and managed implementation of rebalancing tactics to meet risk-adjusted investment objectives.
- Developed comprehensive financial plans and tailored investment strategies using MoneyGuidePro, Nitrogen Wealth, and BlackRock tools, enhancing consultants' effectiveness in client and prospect meetings.
- Coordinated multi-disciplinary recommendations with clients, estate attorneys, CPAs, and insurance providers to create an integrated financial planning experience.
- Acted as key liaison for client communications, facilitating timely follow-up on recommendations and execution of post-meeting strategies for exceptional service delivery.
Private Wealth Associate Co-op
GW&K Investment Management
Boston, MA
01.2023 - 08.2023
- Executed client-centric initiatives, analyzed regional AUM data to identify growth opportunities, and provided tailored portfolio recommendations that enhanced client satisfaction and retention.
- Designed a dynamic multi-asset allocation model for a $4.5 billion private asset portfolio within BlackDiamond, implementing weighted risk tolerances and automated portfolio rebalancing to ensure alignment with investment committee directives.
- Developed and presented reports using Excel and proprietary financial systems to track key trends and support investment decisions.
- Conducted LinkedIn Sales Navigator training for the sales team, focusing on strategic warm-calling techniques and leveraging eVestment insights.
Mutual Fund Treasury Analyst Co-op
MFS Investment Management
Boston, MA
07.2021 - 12.2021
- Managed internal control and risk management initiatives for Fund Treasury team, identifying key risks and developing compliance policies that enhanced adherence to MFS standards.
- Maintained internal control documentation while processing vendor payments for 136 domestic mutual funds through MFS’s proprietary database (DIVA), ensuring transactions were timely and accurate.
- Participated in cross-functional risk, control, and regulatory projects, delivering presentations on internal controls and emerging topics to senior investment professionals.
- Supported daily, monthly, and annual tasks for mutual fund operations, including budget setting and accounting oversight.
Education
Bachelor of Science - Finance & Fintech
Northeastern University
Boston, MA05-2024
Skills
- Operations & Logistics: Cross-functional collaboration, inventory coordination, vendor management, post-purchase logistics, risk management, internal controls
- Project Management: Multi-disciplinary coordination, client communications, dashboard development, team training
- Technical & CRM: Salesforce, Excel, custom dashboard creation, data analysis, proprietary database management
Timeline
Client Associate
RH
09.2025 - Current
Wealth Management Paraplanner
Axial Financial Group
03.2025 - 07.2025
Private Wealth Associate Co-op
GW&K Investment Management
01.2023 - 08.2023
Mutual Fund Treasury Analyst Co-op
MFS Investment Management
07.2021 - 12.2021
Bachelor of Science - Finance & Fintech
Northeastern University