Nicholas Mattera

Background

About Nicholas Mattera

Senior relationship manager accountable for driving growth and client satisfaction with institutional retirement plan clients in a highly competitive market. Trusted, collaborative partner creating mutually beneficial outcomes for the integrated team and cross-functional business units. Collegial, analytical, and adept at solving complex challenges. Distinctive Skills: client strategic planning, client satisfaction, revenue growth, consultative expertise, retirement plan design, plan documents, fiduciary requirements, investments, portfolio theory, fund menu construction, employee communications, plan administration, Six Sigma continuous improvement, process efficiency, project inventory, leading complex efforts, business partner collaboration, cross-functional perspective in achieving goals.