Lauren Lazar
Portland,OR
Summary
Talented Vice President with excellent associate development, client service and analytical skills coupled with more than 15 years of experience in financial services. Comfortable giving engaging presentations to retain and drive new business, expand accounts and establish brand profile. My aim is to be a go-to partner and resource to ultimately put clients and associates in a better position to reach their goals.
Overview
14
14
years of professional experience
Work History
VP, Regional Planning Consultant
Fidelity Investments
06.2021 - Current
- Partner with branch advisors and leaders to develop and execute tailored coaching plans, deliver planning and product content in internal trainings, and join client meetings as extension of advisor’s planning team
Managed Solutions Consultant
Fidelity Investments
07.2022 - 07.2023
- Trained, coached, and mentored Financial Consultants in Northeast around Fidelity’s managed account offering with specific focus on 5 branches in Philadelphia market
- Consulted with branch leadership on strategy, tends, and development
- Joined client appointments as subject matter specialist enhancing product knowledge resulting in several implementations
- Facilitated monthly Defensive Portfolio Advisory Services (DPAS) national learning session (10/10 audience survey results) during Spring 2023
Financial Consultant
Fidelity Investments
06.2021 - 07.2022
- Empowered clients to make informed decisions and help them reach their goals with better peace of mind by creating and implementing financial plans
- In top 90% of peer group for 2022 YTD sales development (mainly Managed Solutions) and top 61% for net flows
VP, Financial Consultant
Charles Schwab
01.2020 - 01.2021
- Assigned point of contact for inherited practice of clients responsible for retention and increased asset/solution flow
- Positioned appropriate solutions based on client needs and by liaising with internal experts across wealth management spectrum
VP, Sector Solutions
State Street
01.2019 - 01.2020
- Partnered with prospective Asset Owner clients to understand their challenges and represent custody-related services across front, middle, and back office while collaborating with asset servicing, asset management, and global markets to offer diverse services and industry solutions
- As sales lead, spearheaded RFP process across highly matrixed organization including legal requirements, competitive pricing strategy, content from subject matter experts, clarifying questions, and coordinated finals presentations
VP, Wealthbuilder | Private Client Group
Fisher Investments
01.2018 - 01.2019
- High volume prospecting, qualifying, and onboarding high net worth clients via phone meetings and online presentations
- Educated prospects on competitive landscape, specifically benefits of Fisher money management and partnering with registered investment advisers (RIAs) vs retail broker-dealers
Sr Associate Regional Director III (Hybrid Wholesaler)
Wells Fargo Asset Management
01.2014 - 01.2018
- Strategically consulted with wirehouse and independent advisors in Midtown Manhattan, New England, and upstate New York providing portfolio commentary/attribution, thought leadership, practice management ideas, and tailored analytics
- Mentored internal wholesalers and service associates while partnering with Learning and Development to develop and lead product training sessions for external and internal wholesalers
- As liaison to PM team, distributed approved GMO call notes to wholesalers and advisors nationally
- Voted by peers onto Leadership Council to liaise with management to facilitate internal synergies
- Partnered with Client Service and Business Intelligence to initiate effective and measurable lead flow in Salesforce
- 1:1 partnership with external wholesaler in addition to independent territory travel demonstrating 110% lift within autonomous Tier 2 segmentation in 2017 (promoted to Level III)
Investment Consultant
Natixis Global Asset Management
01.2012 - 01.2013
- Partnered with external director covering independent and RIA advisors in Boston and southern New England
- Extensive joint and independent territory/conference travel
- Served as SME with advisors across multi-affiliate suite (Loomis Sayles fixed income, Oakmark equity, and ASG alternatives) while leveraging portfolio construction tools and tailored analytics (Zephyr, Morningstar) to further sales process
Senior Internal Investment Consultant
Guggenheim Investments (Rydex|SGI)
01.2010 - 01.2012
- Managed and forged new independent and wirehouse relationships in southern California
- Promoted to Senior IIC and called upon to mentor new hires; spearheaded and organized best practice workshops (e.g
- Gatekeeper advocacy, effective voicemails)
- Surpassed sales goals without external partner 12/2010-4/2011 while supporting two other externals (Q1 37% increase from previous quarter/19% over goal; Q1 270% increase in new focus advisor sales/345% over goal; 110% over goal for focus FAs)
- Successfully partnered with Centers of Influence to drive attendance to due diligence events including exclusive Alternative Investment Roundtables (e.g
- Barron’s advisors, discretionary $100mm+)
Education
Master of Arts - Political Science
Brandeis University
Waltham, MABachelor of Arts - Philosophy And Political Science, Summa Cum Laude
University of Massachusetts Amherst
Amherst, MAHigh School Diploma -
Boston Latin School
Boston, MASkills
Business Development
Relationship Management
Consultative Sales
Client Education and Engagement
Coaching and Training
Product Specialist and Liaison
Territory and Practice Management
Presentation Skills
Salesforce - Pipeline Management
Credentials
FINRA Series 6, 7, 63, 65; Life, Health, and Annuity Insurance licenses; Chartered Mutual Fund Counselor (CMFC) - College for Financial Planning 2014; Fusion Sales Presentation Training - 2013; Sequoia Wholesaler Training - 2009; Principles of Finance course, Harvard University - Fall 2008.
Timeline
Managed Solutions Consultant
Fidelity Investments
07.2022 - 07.2023
VP, Regional Planning Consultant
Fidelity Investments
06.2021 - Current
Financial Consultant
Fidelity Investments
06.2021 - 07.2022
VP, Financial Consultant
Charles Schwab
01.2020 - 01.2021
VP, Sector Solutions
State Street
01.2019 - 01.2020
VP, Wealthbuilder | Private Client Group
Fisher Investments
01.2018 - 01.2019
Sr Associate Regional Director III (Hybrid Wholesaler)
Wells Fargo Asset Management
01.2014 - 01.2018
Investment Consultant
Natixis Global Asset Management
01.2012 - 01.2013
Senior Internal Investment Consultant
Guggenheim Investments (Rydex|SGI)
01.2010 - 01.2012
Master of Arts - Political Science
Brandeis University
Bachelor of Arts - Philosophy And Political Science, Summa Cum Laude
University of Massachusetts Amherst
High School Diploma -
Boston Latin School
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