Steve Manuel

Background

About Steve Manuel

Action-oriented, strategic, customer-focused personal financial planning and wealth management executive. Proven record of success in building and leading high performing teams to drive revenue growth and profitability. Known for well-reasoned guidance as well as insightful and compliant advice that cements long-term client relationships. Able to develop and communicate big-picture vision and strategy. Simplification is a strength. Thrives on initiating, building, and cultivating strong relationships inside and outside. Highly collaborative. Strong influencing skills. Navigate and activate alignment across the organization. BA in Business Administration and Economics. Core competencies include: » Wealth Management Financial Planning. At USAA, led a team (remote and local) of up to 30 Financial Planners. Team delivered record growth of 20% the past three years until the sale of the Wealth Management Financial Planning Division to Schwab. Managed a budget of $7.5M. Grew portfolio of assets under management to $7B. » Client Experience Strategy. At USAA, created and directed many partnership enhancements enabling Financial Planners to more effectively coach, mentor, and support Wealth Managers with the desired outcome of excellent member satisfaction scores and risk mitigation scores consistently above 96% over a three-year period. » National Wholesale Management. At SAFECO, led a team of 60+ wholesalers, managers, and support staff to distribute all product lines throughout the USA. Retained entire team during a turbulent 15-month restructuring and integration of three sales channels into one; delivered consistent sales growth and profitability. » Distribution Channel Management. At SAFECO, relocated to corporate headquarters to realign and integrate all wholesaling channels (BD, RIA, Agency, Bank) for mutual fund, annuity, and insurance products. Qualified key agencies for top-tier commission structures; increased assets under management by 25-75% per agency. stevemanuel71 [at] gmail.com 210-501-8163