Rhia Davis
Channel Director
Leawood,KS
Summary
Accomplished financial professional and collaborative leader with dedication to partnering with colleagues to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Articulate and tactful with good mediation and consensus-building abilities. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Overview
22
22
years of professional experience
Work History
DIRECTOR - CHANNEL MANAGEMENT
EMPOWER
Leawood, KS
07.2019 - 10.2022
- Led a business channel including the following markets: Ultra Mega (firm's largest clients in AUM), Institutional, Taft-Hartley and Internal Relationships (liaison between the Retirement Solutions Group and internal partners)
- Built relationships with internal associates and clients to establish long-term business growth.
- Developed and presented sales presentations for both internal teams and clients/potential clients showing success and credibility of products and services.
- Resolved issues with high-profile clients to maintain relationships and increase adoption of products and services.
- Drove team and company profits by developing and strengthening relationships with industry partners and clients/potential clients.
SENIOR RELATIONSHIP MANAGEMENT SPECIALIST
PRUDENTIAL FINANCIAL
Leawood, KS
06.2017 - 07.2019
- Managed multiple client and plan events from inception to completion
- Organized communication campaigns & education meetings; review and approve disclosures
- Supported direct sales teams with new business opportunities, sales presentations and RFP responses
- Successfully passed required FINRA and state life insurance exams
PROGRAM MANAGER
HYLAND
01.2017 - 06.2017
- Collaborated with engineering teams to develop the product documentation and training schedules for complex software enhancements
- Identified, managed and mitigated strategic risks that may impact the benefits to the business
- Managed merger and acquisition activity from a technical support perspective
CLIENT SERVICE MANAGER
EMPOWER RETIREMENT
06.2010 - 01.2017
- Served as the primary contact for high net worth clients with retirement plan assets ranging from $30M to over $8B in AUM
- Led client service teams by providing direction to operational and other support teams to ensure contractual commitments were met
- Developed solutions that enhanced client satisfaction, reduced risk and improved operational efficiencies
- Consulted with clients and advisors regarding industry developments, plan design, business goals, contracts and investments
- Identified and implemented new products, services and legislative changes
- Organized client mergers, acquisitions and divestures in/out of the plan
BUSINESS TEST LEAD
TEK SYSTEMS, INC
01.2010 - 06.2010
- Created User Acceptance Testing (UAT) plan by entering high-level requirements from the statement of need and functional documents into the UAT test document
- Approved System Integration Testing (SIT) and SIT test requirements and cases documents
- Executed the documentation of UAT test cases and test results
- Provided UAT Testing status information to the Quality Assurance Lead, Project Manager and various business stakeholders
BUSINESS ANALYST
D.C. SPECIALISTS, INC
01.2008 - 12.2009
- Managed remediation projects from issue analysis through system implementation including documented procedures, coordinated meetings and provided status reports to senior management
- Performed technical analysis of production issues including coding, testing and implementation of resolutions in the OmniPlus environment
- Created and interpreted business requirements for changes needed in the production environment
REALTOR
REECE AND NICHOLS
05.2006 - 01.2008
- Closed sales exceeding $161 million (2006) and $177 million (2007)
- Ranked #1 Real Estate Team in Kansas City (Kansas City Business Journal) in 2006 and 2007
- Prospected regularly to generate new leads for business growth
- Created sales strategy and marketing campaigns for clients
- Originated, interpreted and negotiated legal contracts
MANAGER, PARTICIPANT SERVICES
JPMorgan Chase
01.2005 - 05.2006
- Led a staff of 15-20 registered representatives providing recordkeeping and benefit administration
- Responsible for strategic planning, recruiting, staffing, training, budgeting and operational procedures
- Implemented and delivered employee reviews and salary adjustments
- Presented call center philosophies to current and prospective clients
SENIOR PLAN SPECIALIST
JPMorgan Chase
01.2002 - 01.2005
- Interpreted plan documents and created user-friendly guides to communicate complex plan information to call center representatives
- Hosted prospective client visits and facilitated system demonstrations
- Created and maintained training materials for defined benefit plan new hire and continuing education training
RETIREMENT SPECIALIST
American Century Investments
04.2000 - 01.2002
- Personalized and relayed accurate plan specific information to participants
- Performed research and followed up on participant related issues
Education
Bachelor of Human Resource - Management
OTTAWA UNIVERSITY
Skills
Acquisition, assets, audit, budgeting, call center, channel management, communication, complex, consult, contract, conversion
Professional Licenses
FINRA Series 6
FINRA Series 63
Timeline
DIRECTOR - CHANNEL MANAGEMENT
EMPOWER
07.2019 - 10.2022
SENIOR RELATIONSHIP MANAGEMENT SPECIALIST
PRUDENTIAL FINANCIAL
06.2017 - 07.2019
PROGRAM MANAGER
HYLAND
01.2017 - 06.2017
CLIENT SERVICE MANAGER
EMPOWER RETIREMENT
06.2010 - 01.2017
BUSINESS TEST LEAD
TEK SYSTEMS, INC
01.2010 - 06.2010
BUSINESS ANALYST
D.C. SPECIALISTS, INC
01.2008 - 12.2009
REALTOR
REECE AND NICHOLS
05.2006 - 01.2008
MANAGER, PARTICIPANT SERVICES
JPMorgan Chase
01.2005 - 05.2006
SENIOR PLAN SPECIALIST
JPMorgan Chase
01.2002 - 01.2005
RETIREMENT SPECIALIST
American Century Investments
04.2000 - 01.2002
Bachelor of Human Resource - Management
OTTAWA UNIVERSITY
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