Katrina Aikin
@katrinaaikin
Executive Director in relationship management, driving growth and client experience across wealth and investment services.
United StatesWhat I'm looking for
I’m an experienced, dynamic leader specializing in financial services, with nearly two decades of expertise directing strategic initiatives, managing high-value accounts, and fostering relationships with diverse stakeholders. I’m energized by building client experiences that are differentiated, measurable, and durable across market cycles.
As Executive Director, Relationship Management at JPMorgan Commercial & Investment Bank, I lead and set the strategic direction for Financial Sponsors and Strategic Investors Program. I oversee a long-term operating model that differentiates the client experience, collaborating with senior stakeholders to implement governance, sales, and service enablement strategies.
Previously at JPMorgan Global Private Bank, I led client service strategies across 6 key markets in the East Region while integrating AI/ML initiatives. I managed regional operations to improve wealth management outcomes and strengthen strategic relationships, including delivering industry insights at major events.
Across my earlier roles—including TD Wealth, BNY Mellon, and BNY Mellon’s portfolio-focused leadership—I developed a consistent pattern: translate client needs into actionable investment proposals, partner effectively with advisory teams, and deliver analysis and strategic reporting that supports decisions. My Executive Education at MIT Sloan and Harvard Business School further sharpened how I apply AI-driven strategies and modern frameworks to complex financial challenges.
Experience
Work history, roles, and key accomplishments
Executive Director, Relationship
Dec 2023 - Present (2 years 6 months)
Led and set the strategic direction for the Financial Sponsors and Strategic Investors Program, defining a long-term operating model to differentiate the client experience. Partnered with senior stakeholders to implement governance, sales, and service enablement strategies and to execute agreements aligned to operational needs.
Executive Director, Client Service
Jan 2017 - Nov 2023 (6 years 10 months)
Drove client service strategies across 6 key markets in the East Region and integrated AI/ML initiatives to improve wealth management and client experience. Managed regional operations and developed strategic relationships, delivering industry insights at major events.
Assistant Vice President, Private Client
TD Wealth
Oct 2013 - Dec 2016 (3 years 2 months)
Produced customized investment proposals and solutions, enhancing client experiences and strengthening relationships with advisory teams. Supported philanthropy-focused financial operations.
Provided high-quality service and tailored solutions for ultra-high net worth clients, supporting concierge services model development. Conducted analysis and developed strategic ad hoc reports to support client needs.
Performed business analysis for portfolio development and executed client-directed transactions and financial planning. Responded to portfolio rebalancing and trade entry requests to support ongoing portfolio management.
Education
Degrees, certifications, and relevant coursework
Harvard Business School
Executive Education Program, Fintech/AI Strategies
2025 - 2026
Completed Harvard Business School Executive Education in Fintech/AI Strategies. Built expertise in analyzing industry trends and applying AI-driven strategies to solve complex financial challenges.
Cornell University
Certificate, Project Management
2024 -
Completed a Project Management Certificate program at Cornell University. Mastered agile methodologies and earned value management (EVM), including scoping projects, setting milestones, and improving budgeting/resource allocation.
MIT Sloan School of Management
Executive Education Program, AI Business Strategies
2023 -
Completed MIT Sloan Executive Education in AI Business Strategies, focusing on strategic implementation of AI, machine learning, and robotics in business contexts. Developed actionable AI roadmaps and frameworks for managing digital disruption and transformation.
Temple University
Bachelor of Arts, Business Administration
2001 - 2004
Earned a Bachelor of Arts in Business Administration from Temple University. Graduated with distinction and was a member of Omicron Delta Epsilon (Honors Society).
Availability
Location
United StatesAuthorized to work in
ZimbabweSocial media
Job categories
Skills
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