Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mark Pryor

Charlotte,NC

Summary

Experienced client manager with a strong background in financial services, specializing in wealth management technology, turnkey asset management platforms, robo-advisory, and fintech solutions. Proven expertise in client relations, team leadership, and project management, resulting in successful outcomes and fostering enduring client relationships.

Overview

4
4
years of professional experience

Work History

Manager, Onboarding - RIA and TAMP Transitions

Franklin Templeton
09.2023 - Current
  • Implemented a new client transition process, reducing transition time by 6 weeks and saving the company $2000 in operational costs per onboarding.
  • Oversaw the successful transition of over 20+ clients in CRM and Portfolio Management, streamlining onboarding and project management logistics, ultimately boosting stakeholder satisfaction.
  • Spearheaded upselling of additional product features to existing clients, contributing to a 2 B increase in reportable assets under management (AUM) and reinforcing strong client relationships.
  • Generated 225K in increased revenue for the fiscal year by effectively identifying and cross-selling 5 existing CRM clients on the Wealth Platform offering, contributing to business growth.
  • Created and launched the TAMP (Turn Key Asset Management Platform) Onboarding experience in 2025.


Team Lead, Client Experience - Investly

Fidelity Investments
02.2023 - 09.2023
  • Developed the go to market Client Experience Model utilized to efficiently execute
    the day-to-day back-office operations for the projected 10,000 roboadvisor clients.
  • Established the inaugural Client Experience Team through the hiring, training, and
    coaching of five Client Experience Associates.
  • Worked closely with both the UX and Product Team to create an exceptional
    investor application.
  • Created a robust library of investor resources that includes 60 articles across 12
    different categories aiming to educate new investors.

Relationship Manager, High Net Worth

Advisor Solutions by Purpose
02.2021 - 02.2023
  • Responsible for managing the client relationship between PAS and the firm's 20 largest private wealth management firms totaling 5 B in AUM.
  • Launched the Advisor Experience Model for the firm's high net worth business line servicing across 20 family offices.
  • Facilitated two major acquisitions for PAS clients which resulted in an increase of 750M in assets under management.
  • Hired, trained and coached a team of three High Net Worth Advisor Experience Associates.

Education

BA - Political Science

Lynn University
Boca Raton, Florida
05-2018

Certificate - Financial Analysis And Investment Management

University of Toronto
Toronto, Ontario
02-2021

Skills

  • Confluence
  • JIRA
  • ZenDesk
  • Zoho
  • Google Suite
  • Microsoft Office Suite
  • Change Management
  • Relationship Management
  • Project Management
  • Cross-functional team management

Timeline

Manager, Onboarding - RIA and TAMP Transitions

Franklin Templeton
09.2023 - Current

Team Lead, Client Experience - Investly

Fidelity Investments
02.2023 - 09.2023

Relationship Manager, High Net Worth

Advisor Solutions by Purpose
02.2021 - 02.2023

BA - Political Science

Lynn University

Certificate - Financial Analysis And Investment Management

University of Toronto

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