Managing Principal Resume Sampleart_tip Managing Principal resume sample

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THE MANAGING PRINCIPAL RESUME SAMPLE PROVIDES STYLISTIC IDEAS THAT YOU MAY USE IN YOUR RESUME

FirstName LastName

Street Address. ·City, ST ZipCode, Country   · (H) Phone #

e-mail:Email Address

MANAGING PRINCIPAL / DIRECTOR

BUSINESS DEVELOPMENT ~ FINANCE ~ GLOBAL OUTSOURCING

Customer-focused executive with proven results recruiting top-of-the line clients, such as Walt Disney, TIAA-CREF, Office Depot, and Nike. Exceptional ability to lead and motivate, generate profits, exceed sales and profit objectives, identify problems, and provide solutions. Strong communication, presentation, and analytical skills; international business experience.

Core Strengths:

· Client Relations · Strategic Analysis
· Banking & Finance · Human Resources
· Sales Forecasting · Marketing
· Matrix Management  

Professional Experience

WACHOVIA CORPORATION, New York, NY 1987 to present

Progressed through the following positions (tenure carried from legacy companies)

PRINCIPAL. UTSOURCING, AND HUMAN RESOURCES 2005 to present

Responsible for all HR outsourcing opportunities in the northeastern United States. Work with

existing and prospective clients to develop business for total retirement and benefit outsourcing

(defined benefit, defined compensation, health and welfare), as well as all associated value-added products (outsourcing and consulting). Identify and establish target markets; work with others within the organization to craft marketing strategy for maximum growth. Serve as Wachovia “ambassador” at industry events. 

Key accomplishments:

  • Closed $2 million in sales in a 10-month period, working with clients such as TIAA-CREF, Scarborough Alliance, Wackenhut, Messier Services, and MetLife. Additional sales of $8 million in final stages of pipeline.
  • Improved customer satisfaction and increased client sales by 23% by enhancing and upgrading services TIAA-CREF s provided to its 8,000 employees and retirees. 
  • Led the implementation of innovative, sophisticated offerings to help MetLife leverage Wachovia technology and services without impacting its own identity or branding; new and upgraded products were seamlessly accessed by end customer.
NATIONAL DIRECTOR, PRODUCT SALES GROUP 2003 to 2005

Established sales operation from the ground up for products such as transfer agency, global stock plans, merger and acquisition services, and demutualizations, as well as their associated value-added services. Managed group P&L, led seven-person staff, formulated “go to market strategy” for prospective and existing clients, and worked with outside calling firms to launch campaigns. Mentored staff and provided internal “up-sell opportunity” training to Wachovia Financial resources.

Key accomplishments:

  • Led generation of $10 million in new business against a $42 million business plan.
  • Recruited high-impact clients, including John Hancock, Schlumberger, BestBuy, Federated Department Stores, and the Walt Disney Company.
  • Established key metrics and implemented reporting structure to measure effectiveness of start-up operation.
VICE PRESIDENT/SALES CONSULTANT,WACHOVIA INVESTOR SERVICES 2001 to 2003

Managed sales of shareholder services, global stock plans, and other value-added services; acted as Wachovia liaison with financial consultant community. Led and mentored 12-person team.

Key accomplishments:

  • Secured $5 million in recurring revenue against a $3.2 million sales goal.
  • Recruited major new clients such as Aramark, Boston Scientific, Interpublic Group, Office Depot, and Nasdaq.
VICE PRESIDENT, EMPLOYEE PRODUCTS 1996 to 2001

National responsibility for Employee Products Group business development, specializing in global equity-based programs: stock options, restricted stock, employee stock purchase plans, and all equity-based awards.

Key accomplishments:

  • Increased legacy business recurring revenue from $2 million to $16 million.
  • Recruited major new clients, including Bayer, General Mills, Nike, and Eastman Kodak. 

Additional Relevant Experience

AVP TEAM LEADER, WACHOVIA FINANCIAL SERVICES, 1991 to 1994

CORPORATE TRUST OFFICER, CHASE MANHATTAN BANK, 1987 to 1991

Education & Certifications

B.S., Business Administration, University of South Carolina – Columbia, SC

Certified Financial Planner certification, 2005


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