Zhaire Brown
@zhairebrown
Senior operations analyst specializing in high-net-worth onboarding, compliance, and client service excellence.
United StatesWhat I'm looking for
I am a senior operations analyst with experience onboarding institutional and high-net-worth client accounts while ensuring strict adherence to firm and regulatory standards. At Goldman Sachs I manage high-volume account setups, perform quality assurance across multiple systems, and conduct KYC/AML and legal/tax documentation reviews that materially reduce errors.
Previously, I supported Financial Advisors at Morgan Stanley on a $1B+ book of business, executed client-directed trades, and generated new assets through targeted initiatives. My background also includes client acquisition and retention roles with the New York Yankees and Fidelity Investments, where I consistently met sales and service KPIs.
I bring a compliance-focused mindset, proven cross-team collaboration with Legal and Compliance, and strong process-improvement results—delivering accuracy, rapid escalation resolution, and measurable revenue and retention outcomes.
Experience
Work history, roles, and key accomplishments
Onboard 50+ institutional and HNW client accounts weekly while ensuring regulatory (FINRA/SEC) and firm compliance; improved data accuracy to 99.9% and reduced account opening errors by 15% YOY. Resolve 20+ escalations weekly with a 95% same-day resolution rate through cross-functional collaboration.
Managed a $1B+ AUM book across 300+ HNW households and generated $3M+ in new assets in 2024, exceeding targets by 15%. Processed 25+ trades weekly and handled account openings and money movements totaling $10M+, ensuring compliance and accuracy.
Executed high-volume outbound sales (75+ calls/day), generating $100,000+ in season ticket and VIP package revenue in three months and increasing average sales per client by 20% while maintaining a 90% retention rate.
Managed 200+ client records in Salesforce, processed 100+ advisory account openings and transfers totaling $5M+, and qualified 10–15 leads weekly contributing to $500K+ potential AUM while maintaining 90%+ client satisfaction.
Education
Degrees, certifications, and relevant coursework
University of Connecticut
Bachelor of Science, Finance
Grade: 3.62/4.0
Completed a Bachelor of Science in Finance from the University of Connecticut, graduating in 2019 with a 3.62 GPA.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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