Tania Tagliavento
Newton
Summary
Dynamic and results-driven relationship builder with 15+ years’ experience servicing institutional and private clients including high-net-worth individuals and family offices. Skilled in guiding clients through proposal, onboarding, and ongoing portfolio engagement while building trusted relationships that support retention and long-term growth. Proven success in leading cross-functional teams to meet complex client needs while enhancing operational efficiencies. Strong communicator and trusted partner, passionate about sustainable investing and leveraging financial technology to deliver innovative investment solutions.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Associate Director, Client Implementation and Transitions
CAMBRIDGE ASSOCIATES
09.2024 - Current
- Lead client onboarding, account structuring, and investment operations, coordinating with custody and estate/trust partners for ultra-high net worth individuals and families.
- Develop and maintain onboarding project management plans to ensure both internal and external stakeholders are informed of project status, outstanding actions, and notable risks and concerns.
- Facilitate internal meetings with client solutions, custody operations, client reporting, legal, and investment teams to ensure implementations are executed in a timely manner.
- Provide operational expertise and oversight of back and middle office workflows and data backfill, implement process improvements in coordination with senior leaders in operations and portfolio services.
Relationship Manager
SYSTM WEALTH SOLUTIONS
01.2023 - 08.2023
- Initially hired to lead asset manager services for SYSTM’s TAMP; proactively established relationship management function, consulted on enterprise sales opportunities, and led portfolio migrations.
- Led contract negotiations and TAMP onboarding of 61 asset managers and 147 model portfolios, streamlining workflows and providing cross-functional leadership across trading, operations, product, and legal teams.
- Developed marketing and distribution strategies for asset managers, including planning research meetings and sales roadshows, and created weekly content to enhance advisor engagement and visibility.
- Facilitated day-to-day asset manager servicing, reporting, and marketing in partnership with InvestCloud, driving a 10% increase in asset manager distribution and advisor visibility within 3 months.
- Coordinated new account setup and migrations collaborating with operations and middle office, while partnering with the consulting team on model portfolio research and due diligence for enhanced asset allocation.
Wealth Advisor
DAKOTA WEALTH MANAGEMENT
11.2021 - 08.2022
- Delivered comprehensive wealth management services including estate, tax and retirement planning, charitable giving, and strategic asset allocation for high-net-worth clients.
- Oversaw portfolio construction, rebalancing strategies, cash flow forecasting, and account administration to meet investment policy guidelines and liquidity requirements; prepared periodic client portfolio reviews.
- Analyzed products and solutions that addressed complex client issues through industry trend research; partnered with third-party solution providers, led development and rollout of investment products and solutions.
- Identified and prospected new client relationships utilizing AdvisorStream with a focus on financial plan construction; created digital marketing content, evaluated potential opportunities, and led client onboarding.
- Member of Management Committee tasked with providing strategy and operational support to the Executive Committee and Board of Directors with focus on the firm’s M&A activity.
Vice President – Account Management
NED DAVIS RESEARCH GROUP
04.2017 - 11.2021
- Managed $4M book of investment research subscription and data solution clients in North America; consistently achieved 90% growth rate YOY, with the lowest cancel/downgrade rate of 4.2% across the firm.
- Delivered exceptional client service and account management, resolved complex data inquiries, prepared research summaries, and planned high-impact client events to discuss market trends and investment goals.
- Led enterprise sales efforts with large banks and RIA firms, managed contract renewals, negotiated terms, and provided accurate pipeline assessments to senior management.
- Developed and executed strategic account plans, focusing on upsell and cross-sell opportunities, exceeding revenue targets by 10% annually; successful in turning around at-risk clients to increase revenue by 10-20%.
Relationship Analyst – Global Consultant Relations
WELLINGTON MANAGEMENT COMPANY
05.2015 - 04.2017
- Developed and enhanced the firm’s working relationships with Investment Consulting firms, promoting Wellington’s strategies across equity, fixed income, and alternative asset classes.
- Conducted in-person meetings and calls to introduce and/or review strategies on a regular and ad hoc basis.
- Developed strategic plans to drive consultant’s agenda and promoted new strategies and opportunities that grew client relationships and further client engagement with Family Office Investment Consultant firms.
- Collaborated with business development, relationship management, and product management teams to complete recurrent consultant reporting, demonstrated exceptional project management skills.
Manager – Business Development
FEDERATED HERMES
04.2011 - 05.2014
- Managed business development, client service, and consultant relations functions for North America business.
- Mentored London-based teams: created marketing collateral customized for investor demographic, created procedures for populating data in consultant databases, and managed RFP process.
- Established client service function in the U.S.; developed client onboarding procedures and created a collaborative workflow for investment teams and cross functional groups to administer client reporting.
- Generated prospect lists and created call and email campaigns for sales team roadshows working closely with marketing and investment teams on meeting objectives and production of materials.
Associate – Investor Relations, Analyst – Risk & Insurance, Administrative Assistant – Risk & Insurance
AEW CAPITAL MANAGEMENT LP & NATIXIS GLOBAL ASSET MANAGEMENT
01.2004 - 01.2011
- Earned multiple promotions for exceptional performance, increasing client contact and advancing to the Investor Relations group; collaborated with portfolio management and investment teams to develop marketing collateral and to complete RFPs and RFLs, planned conferences and large LP events.
- Initially hired as primary liaison and insurance advisor managing relationships between Natixis affiliates, Risk Manager, and Insurance Broker on all insurance matters.
Education
Master of Business Administration -
Simmons University, School of Business
Boston, MABA - International Relations and Spanish
Roanoke College
Roanoke, VASkills
- Wealth management
- Investment management
- Relationship management
- Business development
- Team collaboration and leadership
- Client onboarding & implementation
- Investment operations
- Project management
- Account administration
- Alternative investments
- Event planning
- Technology integration
Certification
- FINRA Licenses: Series 65 (inactive), Series 7 (inactive), Series 63 (inactive)
- Licensed Real Estate Salesperson, Commonwealth of Massachusetts
Timeline
Associate Director, Client Implementation and Transitions
CAMBRIDGE ASSOCIATES
09.2024 - Current
Relationship Manager
SYSTM WEALTH SOLUTIONS
01.2023 - 08.2023
Wealth Advisor
DAKOTA WEALTH MANAGEMENT
11.2021 - 08.2022
Vice President – Account Management
NED DAVIS RESEARCH GROUP
04.2017 - 11.2021
Relationship Analyst – Global Consultant Relations
WELLINGTON MANAGEMENT COMPANY
05.2015 - 04.2017
Manager – Business Development
FEDERATED HERMES
04.2011 - 05.2014
Associate – Investor Relations, Analyst – Risk & Insurance, Administrative Assistant – Risk & Insurance
AEW CAPITAL MANAGEMENT LP & NATIXIS GLOBAL ASSET MANAGEMENT
01.2004 - 01.2011
BA - International Relations and Spanish
Roanoke College
Master of Business Administration -
Simmons University, School of Business