Jason Thompson
Bellevue,WA
Summary
Accomplished Financial Services Professional with more than twenty-two years of added value, broad-based experience in operational leadership and client services, overseeing accounts with up to $2B in assets. A talented team builder and presenter with the keen ability to stay abreast of business details and tight deadlines. Develops systems, processes, and procedures that streamline operations, increase revenues, and enhance client satisfaction. Strong research and analytical capabilities, focusing on strategic process development and risk mitigation in highly collaborative environments. Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments. Veteran Program manager bringing [Number] years of business operations experience. Adept at leading projects from development to delivery. Effective people manager and big-picture thinker.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Business Qualification & Conversion Manager
Russell Investments
Seattle, WA
01.2005 - Current
- Leverages foresight and expertise in client fiduciary care throughout the portfolio conversion and transition process; plans for and devises solutions to minimize asset conversion risk and trading costs; manages annual audit process and coordinates operational and trading logistics
- Managed a team of up to seven associates implementing institutional business sold in the US utilizing fund complexes in the US, Canada and Dublin
- Works closely with regional sales directors during prospect qualification processes, and contributes to the launch of new fund products, including answering Request For Proposals
- Recognized as a subject matter expert on custody, client reporting, and new fund products.
Account Executive & Conversion Manager
Russell Investments
Tacoma, WA
01.1999 - 01.2005
- Maximized return on up to 20 client accounts through expert management of every aspect of their banking and accounting needs
- Monitored regulatory or tax law changes to capitalize on development opportunities while ensuring conformance with strategic goals and regulatory requirements
- Collaborated with investment managers, trustees, record keepers, auditors, and actuaries to ensure all client requirements were met or exceeded.
Captain, U.S. Army Reserves
Renton & New York, WA & NY
01.1993 - 01.2001
- Trained and developed the professional growth of 30 soldiers on the establishment of Army Basic Training programs
- Developed detailed annual training, budget, and movement plans 18 months in advance of missions
- Implemented two Basic Training Missions at Ft
- Sill, Oklahoma
- Attended extensive leadership development courses, including Advanced Officer training course.
Senior Client Service Associate
New York, NY
01.1997 - 01.1999
- Evaluated expected performance and reviewed the various indices available to provide exceptional service and communication to institutional clients comprised of defined benefits, contributions, and endowments clients with an average of more than $15M in assets
- Developed client presentations encompassing the international and domestic investment processes and markets
- Prospected new business and advised sales team on fee and performance evaluations.
Trust Administration Associate
Tacoma, WA
01.1994 - 01.1997
- Assessed trading risks and ensured accurate client trades through daily audit of client cash flow for institutional clients with total assets of more than $800M.
Education
Bachelor’s Degree - Business Administration/Concentration in Finance
Pacific Lutheran University
Skills
- Contract Negotiations
- Contract Management
- Asset Transition
- Account Management
- RFP Development & Review
- Account Retention
- Client Relations
- Trading & Custody Expertise
- Sales Presentations
- Product Launch
- Product Rollout
- Post-Sale Support
- Policy Implementation
- Verbal and Written Communication
- Product Management
- Cross-Functional Team Management
- Cross-Functional Teamwork
- Negotiation
- Complex Problem-Solving
- Project Management
Certification
Licensed Registered Representative, NASD Series 7 and 63
Community Affiliations
- Chairman, Overlake Hospital Foundation
- Board Advisory Committee, Overlake Hospital project FutureCare
- Alumni Awards & Recognition Committee, Pacific Lutheran University
- Board of Directors, Somerset Recreation Club
Timeline
Business Qualification & Conversion Manager
Russell Investments
01.2005 - Current
Account Executive & Conversion Manager
Russell Investments
01.1999 - 01.2005
Senior Client Service Associate
01.1997 - 01.1999
Trust Administration Associate
01.1994 - 01.1997
Captain, U.S. Army Reserves
01.1993 - 01.2001
Bachelor’s Degree - Business Administration/Concentration in Finance
Pacific Lutheran University
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