MORGAN NORRIS, MBA
DALLAS,TX
Summary
Results-oriented investor relations and financial advisory professional with 8+ years of experience managing relationships for high-net-worth and institutional clients across multi-fund investment platforms. FINRA Series 7 and 66 licensed, with a proven ability to grow AUM, streamline onboarding, drive investor engagement, and ensure regulatory compliance. Adept at capital onboarding, investor communications, and cross-functional collaboration to deliver exceptional client experiences in fast-paced, high-stakes environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank of America Merrill Lynch
Keller, Texas
10.2024 - Current
- Deliver holistic wealth guidance in retirement, wealth transfer, and multi-account portfolio strategies to high-net-worth clients.
- Grew managed account portfolios in the high six-figure range through targeted engagement and tailored investment plans.
- Partner with internal specialists in lending, banking, and trust services to provide integrated client solutions.
- Translate market research and performance data into actionable recommendations that increase client confidence and loyalty.
- Identify and develop opportunities to expand AUM, and revenue growth via comprehensive planning strategies.
Client Relationship Manager (Contract)
Standish Management
Dallas, Texas
10.2023 - 02.2024
- Served as the primary liaison for 12 high-value accounts, coordinating across implementation, accounting, and engagement teams to ensure seamless onboarding and service delivery.
- Directed the configuration and launch of investor portals and fund administration systems, improving operational workflows and client experience.
- Oversaw subscription and documentation review processes to ensure accuracy, compliance, and timely execution of client agreements.
- Maintained meticulous regulatory documentation and captured client interactions in CRM, delivering actionable insights to senior leadership.
Investor Relations Manager (Remote)
CliftonLarsonAllen
Minneapolis, Minnesota
11.2021 - 06.2023
- Served as the primary point of contact for 8+ investment funds, designing a high-touch client engagement strategy to strengthen retention and satisfaction.
- Streamlined onboarding by coordinating the investor portal setup and aligning internal resources for efficiency and accuracy.
- Partnered across wealth advisory, tax, accounting, and custodial teams to deliver integrated client solutions, and operational excellence.
- Oversaw subscription management and KYC compliance, supporting routine capital onboarding activities.
- Led proactive investor communications, including the distribution of financial statements, tax documents, reports, and distribution schedules.
- Mentored and trained junior staff to elevate service quality and improve operational efficiency.
Investor Relations Manager
Trinity Private Equity Group
Southlake, Texas
11.2020 - 11.2021
- Managed strategic relationships for the managing partner, driving capital onboarding, and engagement across 30+ funds.
- Designed and launched a concierge-style onboarding program for over 400 high-net-worth investors, improving transition efficiency and client loyalty.
- Partnered with 10+ IRA custodians to streamline asset onboarding, fund verification, and reporting processes.
- Oversaw the preparation and distribution of key investor communications: subscription agreements, PPMs, executive summaries, financial statements, tax documents, and distributions.
- Acted as the primary liaison for investor inquiries, delivering responsive, high-quality service to strengthen trust.
Mentored junior staff on IR best practices to ensure consistent, high-level service delivery.
Professional Relations Manager
Origins Behavioral HealthCare
Dallas, Texas
08.2018 - 08.2019
- Directed corporate engagement strategy, leading participation in 500+ events, site visits, and industry conferences to enhance visibility and influence.
- Managed high-value corporate sponsorships and memberships, building relationships that improved strategic partnerships.
- Provided executive-level support to the VP, managing communications, scheduling, and travel logistics for seamless operations.
- Implemented process improvements that elevated service quality, operational efficiency, and stakeholder satisfaction.
Education
MBA - Business Administration
Baylor University
Waco, TX05-2017
Bachelor of Science -
University of North Texas
Denton, TX06-2012
Skills
- Wealth and investment advisory
- AUM growth and client retention, high-net-worth and institutional relationship management
- Investor communications and capital onboarding, portfolio strategy
- Regulatory and compliance expertise (FINRA Series 7 and 66)
- CRM and investor portal platforms: Salesforce, Juniper Square, Allvue, Yardi, Investran reporting and analytics
- Cross-functional collaboration
- Portfolio management
- Asset allocation
- Reporting & Analytics
- Negotiation
- Executive-Level Presentation
Certification
Series 7 and 66 - Active
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
10.2024 - Current
Client Relationship Manager (Contract)
Standish Management
10.2023 - 02.2024
Investor Relations Manager (Remote)
CliftonLarsonAllen
11.2021 - 06.2023
Investor Relations Manager
Trinity Private Equity Group
11.2020 - 11.2021
Professional Relations Manager
Origins Behavioral HealthCare
08.2018 - 08.2019
MBA - Business Administration
Baylor University
Bachelor of Science -
University of North Texas