W. Scott Hinds
Rochester,NY
Summary
Seasoned financial professional with 20+ years in DCIO Retirement Plans, pursuing a Doctorate focused on optimizing plan design and outcomes. Co-founder of FidGUIDE, dedicated to enhancing fiduciary management and workplace retirement solutions. Passionate about empowering smart financial decisions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Managing Partner, Principal
FidGUIDE Fiduciary Services
01.2023 - Current
- Primary Responsibility: Leading efforts in delivering top-tier 402(a) fiduciary solutions.
- Specialization: Navigating complexities of ERISA compliance and retirement plan management.
- Goal: Ensure businesses meet regulatory standards with ease and improving participant outcomes.
- Mission: Shoulder fiduciary responsibilities and liabilities of managing retirement plans.
- Benefit: Allow business owners to focus on growth by handling fiduciary tasks.
- Commitment: Enhance retirement outcomes through expert oversight, strategic plan administration, and risk mitigation.
- Service Philosophy: Provide peace of mind and secure pathways to well-managed retirement plans.
Director of Workplace Retirement Plans
Vision Financial Group At MassMutual
05.2021 - 01.2023
- Managed $1.2B portfolio of diverse retirement plans including 401ks, 403bs, and SIMPLE IRAs as Director of Workplace Retirement Plans at Vision Financial Group, overseeing approximately 1,500 plans from startups to large enterprises.
- Guided over 100 agents in delivering tailored 402(a) fiduciary solutions, focusing on ERISA compliance and optimizing retirement outcomes.
- Concentrated on strategic plan administration, risk mitigation, and elevating fiduciary standards to enable business owners to focus on growth and secure retirement solutions.
Workplace Retirement Plan Advisor
Graystone Consulting From Morgan Stanley
06.2020 - 05.2021
- Led Massachusetts team at Graystone Consulting (Morgan Stanley division) in pioneering new RFP and prospecting processes with FinTech and third-party administrators.
- Focused on guiding advisors in innovative programs, streamlining operations, and enhancing efficiency.
- Spearheaded business growth through implementation of advanced financial solutions.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Built and maintained relationships with clients to provide ongoing support.
Strategic Accounts Relationship Manager II
Paychex
08.2018 - 06.2020
- Developed and maintained positive relationships with top-tier clients at Paychex by collaborating effectively with internal operational departments, Financial Advisor community, and sales organizations.
- Provided support to high-value clients and the Financial Advisor community, leveraging advanced industry knowledge.
- Enhanced client satisfaction and retention through strategic relationship management and tailored support initiatives.
Investment Consultant
Fidelity Investments
08.2015 - 03.2018
- Worked one-on-one with customers at Fidelity Investments on a broad range of investment issues.
- Participated in branch seminars and sales campaigns, engaging both reactive and proactive sales contacts.
- Collaborated with Financial Planning Consultants to capitalize on client and prospect business opportunities.
Director
The National Association For Fixed Annuities
05.2007 - 08.2015
- Served as Director of Education at NAFA from 2007 to 2010, coordinating with the Executive Director to disseminate critical information about Fixed Annuities to legislators, regulators, media, consumers, and industry peers.
- Developed an innovative email-to-fax system for members and agents, leading a successful grassroots campaign that overturned proposed Rule 151A.
- Transitioned to roles as Director of Government Relations (2010-2013) and Director of Membership and Development (2014-2015), collaborating with NAFA's President, CEO, and General Legal Counsel on various legislative, regulatory, and litigation matters.
Education
Ph.D. - Employee Benefits
Drexel University
Philadelphia, PA06.2024
Master of Science - Communications
Syracuse University
Syracuse, NY06.2021
MBA - Finance
St. Bonaventure University
Buffalo, NY12.2018
Skills
- Executive Leadership
- Client Relationship Management
- Retirement Plan Expertise
- ERISA Compliance Proficiency
- Strategic Business Development
- Public Speaking & Presentation
- Financial Advisory Experience
- Regulatory Affairs Understanding
- Portfolio Management Oversight
- Cross-Functional Team Leadership
- Negotiation & Influence Mastery
- Financial Product Knowledge
- Advanced Analytical Skills
- Complex Project Management
- C-Suite Engagement & Consultation
Certification
- Series 7
- Series 63
- Series 65
Timeline
Managing Partner, Principal
FidGUIDE Fiduciary Services
01.2023 - Current
Director of Workplace Retirement Plans
Vision Financial Group At MassMutual
05.2021 - 01.2023
Workplace Retirement Plan Advisor
Graystone Consulting From Morgan Stanley
06.2020 - 05.2021
Strategic Accounts Relationship Manager II
Paychex
08.2018 - 06.2020
Investment Consultant
Fidelity Investments
08.2015 - 03.2018
Director
The National Association For Fixed Annuities
05.2007 - 08.2015
Ph.D. - Employee Benefits
Drexel University
Master of Science - Communications
Syracuse University
MBA - Finance
St. Bonaventure University
- Series 7
- Series 63
- Series 65
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