Matthew Green
Aubrey,TX
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding Employer Sponsored Retirement Plans.
Overview
8
8
years of professional experience
Work History
Senior Manager Retirement Plan Services
Charles Schwab & Co.
06.2024 - Current
- Provided strong leadership to enhance team productivity and morale.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Retirement Plan Specialist
Halcyon Wealth Advisors
02.2024 - 06.2024
- Managed multiple client accounts simultaneously, prioritizing tasks to meet deadlines and deliver exceptional service.
- Delivered comprehensive reporting packages to clients highlighting key metrics and plan performance, ensuring all relevant data was easily accessible for informed decisionmaking.
- Facilitated smooth transitions for new clients, coordinating with internal teams to establish retirement plan accounts.
- Collaborated with cross-functional teams to design customized retirement plan solutions tailored to client needs.
Retirement Counselor
Fisher Investments
01.2020 - 11.2023
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Worked with plan sponsors to develop and administer 401k benefits for their employees.
- Helped Plan Sponsors achieve increases in 401k benefit participation by employees.
- Acted as primary relationship manager for over 70+ clients with assets of 5mil+.
- Maintained 95% client retention rate.
- Responsible for delivering Annual Plan Reviews of 401k Plans with Investment Committees and Plan Sponsors.
Retirement Plan Specialist
Adp- Automated Data Processing
12.2016 - 12.2019
- Assisted with employee and manager benefits inquiries and routinely handled complex questions and resolutions.
- Assisted with design and implementation of various employee benefits programs.
- Performed ADP/ACP compliance testing on 401k plans.
- Prepared and reviewed Plan Documents, Matching calculations and Annual Profit Sharing contributions.
- Acted as day to day contact for any 401k related issues for over 150 clients.
Education
Bachelor of Arts - Business Administration
Rivier University
Nashua, NH12.2006
Skills
- Salesforce
- Attention to Detail
- Microsoft Excel
- Critical Thinking
- Regulatory Requirements Adherence
- Project Management
- FINRA Series 65
- Investment Guidance
- Client Relations
Timeline
Senior Manager Retirement Plan Services
Charles Schwab & Co.
06.2024 - Current
Retirement Plan Specialist
Halcyon Wealth Advisors
02.2024 - 06.2024
Retirement Counselor
Fisher Investments
01.2020 - 11.2023
Retirement Plan Specialist
Adp- Automated Data Processing
12.2016 - 12.2019
Bachelor of Arts - Business Administration
Rivier University
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