Stephen J. Weeks

Background

About Stephen J. Weeks

Strategic driver of billions of dollars in asset growth with focus on client servicing and retention for globally diversified asset managers with experience managing institutional investment sales and client servicing roles in the institutional investment management industry. Define consultant relationships and deepen client relationships to optimize institutional portfolios with marketing new and existing firm portfolio strategies. SUCCESS INDICATORS Opportunity Analysis & Market Penetration • $1 billion in new assets gained as part of small-cap growth fund rebuilding effort over 24-month period by guiding on-site due diligence meetings with key decision-makers at multiple consulting firms. • Eliminated use of largest competitor’s product from platform by helping to create and grow firm’s internal lifecycle fund product from zero assets to greater than $10 billion in three years (now $30+B in asset total). • Generated initial $2 billion in assets ultimately leading to $8 billion in assets, by developing a track record among Consultants and Plan Sponsors with a focus on marketing and promoting a new international small cap asset class. • $3.5 billion asset increase achieved in three years by educating internal teams on the value and competitive advantages of the company’s investment products in the marketplace. Company / Product Branding & Communications • 100% new asset growth in large cap growth product over 18 months realized by conducting one-on-one meetings with senior leadership to communicate current brand value. Asset Analysis, Acquisition & Retention • 95% of clients and firms assets maintained in a significant period of flagship product underperformance through rigorous communication and meetings to share research and explain market variances and effects to portfolios. Strategic / Tactical Planning & Execution Business Startups / Restructurings / Divestitures