Jared Blake Coats
Charlotte,NC
Summary
Results-driven and highly accomplished financial planning consultant with a diverse background in senior-level client success management, strategic financial leadership, and entrepreneurship. Adept at leading and collaborating with teams to optimize client experiences, improve operational efficiency, and drive revenue growth. Expert in providing specialized financial planning support, delivering exceptional customer service, and promoting lasting client relationships. Known for the ability to seamlessly transition between big-picture strategies and detailed operational execution.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Investment Operations
Northwestern Mutual
03.2023 - Current
- Built an investment support team from scratch to support 60+ financial advisors, facilitating their professional growth and enhancing their book of business. Currently overseeing/managing $3.1 Billion in AUM.
- Track and support delivery of advisor-facing support operations, reported metrics, managed client escalations and optimized client experiences.
- Utilized industry expertise and analytical skills to streamline client servicing processes, reducing turnaround time for client issues by 40%, enabling advisors to focus on business growth for insurance and investments.
- Provided training and financial planning support to advisors with diverse client portfolios and unique needs, ensuring personalized solutions for maximum client satisfaction to achieve KPIs including strategy delivery to clients.
- Moved seamlessly from strategic, innovative and big picture perspective to finest details and delivered operational success.
- Cultivated a culture of continuous improvement, driving innovation and excellence by developing brand-new training programs for enhancing advisors skill levels and productivity. Including weekly virtual seminars and quarterly in-person to entire company (250+ in attendance).
Senior Client Success Manager
Facet Wealth
11.2021 - 03.2023
- Achieved all quarterly sales goals by promoting product benefits and enrolling new clients and referrals.
- Achieved the highest customer retention rate for clients enrolled for two quarters, promoting seamless handoffs from sales to service and aligning clients with CFP advisors.
- Educated new clients on various financial matters and provided professional alignment on investment opportunities, products, and services based on each client's individual needs.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Chief Financial Officer & Founder
Phoenix Captive Solutions
07.2017 - 11.2021
- Created and presented a new captive insurance model to the NC Department of Insurance for approval, specifically tailored to small businesses, resulting in enhanced client offerings.
- Implemented policies, procedures, and internal controls to mitigate risks, decrease exposure, and maximize return on investments for clients within the captive insurance model.
- Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
- Implemented strategic business plans that achieved evaluation of $1.5 Million from inception without initial funding.
- Maintained P&L and shouldered corporate fiscal responsibility, overseeing deployment of strategic business plans to achieve account and sales revenue targets.
- Contributed to annual revenue goals by selling new services and overseeing the development of new and existing accounts, maintaining a 95% client retention rate for entire business.
Financial Controller - Contracted
KLMKH, Inc.
01.2021 - 09.2021
- Worked with executive team to create merger budget and track actual expenses against projected expenses during reverse merger process.
- Kept detailed records of reverse merger progress, discrepancies and other funding issues.
- Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
- Demonstrated proficiency in financial analysis, journal entries, reconciliations, and preparing quarterly financial documents according to GAAP guidelines.
Senior Account Executive
FullHR, Inc.
07.2014 - 07.2017
- Sold new insurance products and services and developed new and existing accounts to maximize insurance benefits while reducing employer burden.
- After being promoted to a team lead, designed and executed training programs for sales teams, resulting in increased customer satisfaction, new account rates, and cross-selling revenue increase of 75%.
- Decreased enrollment time and error by 50% through utilizing new technology enrollment software previously not used and trained associates on use.
- Utilized online virtual meetings to strengthen customer relationships, manage client needs, and drive customer satisfaction.
Education
MBA - Business Administration And Management
Wingate University
Wingate, NC12-2026
Bachelor of Science - Finance
Wingate University
Wingate, NC04.2014
Skills
- Relationship building and management
- Strategic financial planning
- Business development and planning
- Client recruiting and retention
Certification
- Certified Financial Planner®
- Securities Industry Essentials
- Series 7 & 63
- Accident & Health License
- Life License
Timeline
Director of Investment Operations
Northwestern Mutual
03.2023 - Current
Senior Client Success Manager
Facet Wealth
11.2021 - 03.2023
Financial Controller - Contracted
KLMKH, Inc.
01.2021 - 09.2021
Chief Financial Officer & Founder
Phoenix Captive Solutions
07.2017 - 11.2021
Senior Account Executive
FullHR, Inc.
07.2014 - 07.2017
MBA - Business Administration And Management
Wingate University
Bachelor of Science - Finance
Wingate University