Maureen Blumenthal
West Chester,PA
Summary
Dynamic and results-driven sales and relationship executive with 25+ years of experience driving revenue growth, strengthening enterprise partnerships, and leading strategic initiatives across financial services and insurance. Recognized for consultative leadership, operational insight, and the ability to align cross-functional teams to deliver measurable business outcomes. Trusted advisor skilled in strategic planning, client engagement, organizational efficiency, and enterprise-level relationship management.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Vice President – Relationship Management
BNY Mellon / The Dreyfus Corporation
New York, NY
09.1996 - 12.2004
- Managed a $400K sales and marketing budget, including conferences and seminars.
- Led automation of Seismic and Salesforce, enhancing client presentation capabilities.
- Played a key role in asset growth exceeding $5B with a Fortune 500 client.
Senior Vice President – Client Engagement & Business Development
BNY Mellon / The Dreyfus Corporation
New York, NY
01.2005 - 12.2013
- Directed procurement, implementation, and training of a multi-million-dollar software platform across eight investment boutiques, saving over $1M.
- Created global transparency and pipeline reporting for 300+ users.
- Led global implementation of mutual fund policy changes, improving transparency and timeliness of holdings-based information.
Senior Vice President – Director of Client Service
BNY Mellon / The Dreyfus Corporation
New York, NY
01.2014 - 12.2016
- Managed a $5M budget and expanded team from 3 to 11 associates supporting intermediary distribution channels.
- Conducted RFP software due diligence and implemented a centralized database.
- Led global rollout and training of new RFP software.
- Additional Experience: Life Insurance Product Specialist
- Client Service Manager
- Internal Sales Consultant | Planco Financial Services
Strategic Growth & Operational Consultant
Tri State Senior Consultants, LLC
05.2024 - Current
- Led a comprehensive business assessment across client engagement, workflows, and technology, identifying revenue-impacting gaps and implementing targeted improvements.
- Directed the conversion to Medicare Pro, streamlining intake and communication, reducing CRM expenses, consolidating workflows, and improving reporting visibility for sales forecasting.
- Designed and implemented standardized SOPs to strengthen scalability, compliance, and consistency across sales and service functions.
- Developed a client newsletter to increase engagement, improve retention, and create cross-selling opportunities supporting new business growth.
- Secured sponsorships for senior community events, expanding brand presence and generating qualified Medicare leads.
- Built a financial tracking and reporting framework to improve visibility into revenue, expenses, and performance metrics.
Strategic Advisor
Confidential Client (NY-Based Insurance Start-Up)
05.2025 - 10.2025
- Developed a market entry strategy for fixed income annuity products across broker-dealer and RIA channels.
- Identified optimal distribution partners and delivered a detailed due-diligence and platform-approval roadmap.
- Assessed operational readiness, including back-office infrastructure and compliance requirements.
- Created a phased implementation and go-to-market timeline to support product launch.
Senior Vice President – Strategic Relationships
Orion Advisor Solutions / Brinker Capital Investments
Berwyn, PA
06.2018 - 01.2023
- Built and expanded enterprise partnerships with assets exceeding $15B, achieving consistent 10–15% annual growth across wealth management, mutual fund, and retirement platforms.
- Partnered with sales leadership to exceed sales goals and KPI targets, driving significant revenue growth.
- Led multiple firm-wide operational conversion projects improving efficiency and client experience.
- Negotiated multi-million-dollar marketing and revenue-share contracts.
- Oversaw consolidation of the firm’s largest enterprise relationship.
Senior Account Manager – Relationship Management
Lincoln Financial Group
Radnor, PA
09.2017 - 06.2018
- Developed strategic plans for 25 regional bank relationships across mutual fund, annuity and retirement platforms with assets over $4B.
- Partnered with regional sales consultants to identify new advisors and centers of influence.
- Led training initiatives for home office clients on newly launched buffered annuity products.
- Authored and delivered monthly strategic partner updates to drive engagement and product awareness.
Education
B.A. - Finance
The Catholic University of America
Washington, DCSkills
- Strategic Partnerships
- Enterprise Relationship Management
- Business Development & Sales Strategy
- Client Engagement
- Operational Efficiency
- Process Optimization
- Cross-Functional Leadership
- Project & Change Management
Certification
SIE, Series 6 & 63, Life, Accident & Health
Timeline
Strategic Advisor
Confidential Client (NY-Based Insurance Start-Up)
05.2025 - 10.2025
Strategic Growth & Operational Consultant
Tri State Senior Consultants, LLC
05.2024 - Current
Senior Vice President – Strategic Relationships
Orion Advisor Solutions / Brinker Capital Investments
06.2018 - 01.2023
Senior Account Manager – Relationship Management
Lincoln Financial Group
09.2017 - 06.2018
Senior Vice President – Director of Client Service
BNY Mellon / The Dreyfus Corporation
01.2014 - 12.2016
Senior Vice President – Client Engagement & Business Development
BNY Mellon / The Dreyfus Corporation
01.2005 - 12.2013
Senior Vice President – Relationship Management
BNY Mellon / The Dreyfus Corporation
09.1996 - 12.2004
B.A. - Finance
The Catholic University of America