Glenn Griffiths

Background

About Glenn Griffiths

VICE PRESIDENT | FINANCIAL SERVICES Agile, high performing executive with progressive experience in financial management, strategy, and client management. Adept at building and leading high performing teams with a passion for delivering outstanding client experiences with each interaction. Strong ability to nurture internal relationships and build deep, enduring relationships with Fidelity Institutional clients. Establishes and continuously improves processes, minimize expenditures, while relentlessly searching for opportunities to improve client experiences. Recognizes when guidance is needed and assist colleagues of all levels whenever requested. SKILLS • Management of large teams • Client Management • Back Office Processes • Brokerage | Mutual Funds • Regulatory Environment • Brokerage Systems and Technology • Sales | Supervision • Series 7, 24, 63, 99 EXPERIENCE HISTORY Fidelity Investments Smithfield, RI Fidelity Institutional Vice President of Client Management July 2015- present Lead the Premium Service and Operations team for Fidelity Institutional Registered Investment Advisor Custody clients. • Lead an organization of 100+ associates comprised of managers, Client Service Managers, and operational processing roles. • Increased Net Promoter Score 38% from 60 to 83 from 2016 through 2021. • Lead Fidelity Institutional Custody Service Steering Committee- a committee of 30+ COOs from strategic FI Custody clients that endeavors to create a strategic dialogue with key clients to share priorities, identify service and operations trends to help drive greater efficiencies, and gather meaningful and actionable information about our service and operations initiatives. • Design and develop metrics and reporting mechanisms to support end to end operations and service oversight and controls. • Partner with Compliance, Legal, and Risk leaders to ensure proper oversight and controls are in place to comply with applicable regulations, to protect Fidelity and our clients. Director / Vice President Institutional Wealth Services Implementation, January 2003 – July 2015 Build and manage IWS Implementation function in a rapidly growing and changing marketplace. • Lead and develop the CE IWS onboarding team in its mission to excel in the overall onboarding of new clients to IWS. • Create and execute strategies to integrate new clients efficiently and effectively to the IWS platform. • Reduced overall onboarding cycle time by over 55%, from an average from 270 days to 120 days.