Jennifer Albert
@jenniferalbert
Operations Director and client relationship leader improving outcomes through data-driven, people-friendly processes.
United StatesWhat I'm looking for
I’m an Operations Director and Client Relationship Manager with over 25 years of operations management in demanding industries. I learned two industries from the ground up—financial advisor services and public accounting—and built a reputation for fulfilling high-value clients’ needs while simplifying complex concepts.
Since 09/2014, I’ve directed operations at a $150MM+ AUM firm, including $148MM in inforce life insurance. I led a transition for nearly 500 accounts (88,000+ data points), served as liaison for broker-dealer compliance and all audits, and designed key processes, documents, and databases that improved client outcomes.
I’m passionate about using data and people-friendly solutions to improve results—helping the business increase assets under management by 600% in under 12 years ($25MM to $150MM). I’ve managed direct reports, onboarded vital technologies like CRM and a new phone system to improve client care and data security, and led workflow streamlining across Planning and Operations.
Experience
Work history, roles, and key accomplishments
Client Relationship Manager
Compass Financial Group, Inc.
Sep 2014 - Present (11 years 9 months)
Directed operations for a firm managing $150MM+ AUM and $148MM in inforce life insurance, growing assets under management 600% ($25MM to $150MM) in under 12 years. Led broker-dealer/custodian transition for ~500 accounts, served as broker-dealer compliance and audit liaison, and launched client communication campaigns with 80%+ open/read rates.
Office Manager
Hemphill & Associates, Inc.
Mar 2003 - Sep 2014 (11 years 6 months)
Managed a busy CPA office while providing executive assistance to the President and handling core accounting operations. Prepared audits, compilations, and reviews, supported AP/AR and client billings, coordinated HR onboarding and continuing education, and assisted with tax preparation and bookkeeping for a range of clients.
Education
Degrees, certifications, and relevant coursework
Cornell College
Bachelor of Arts, English and Art
Earned a Bachelor of Arts with a double major in English and Art from Cornell College.
Availability
Location
United StatesAuthorized to work in
Salary expectations
Skills
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