Jeffrey Holdsworth

Experience

• 

  Vanguard

  Dec 2008 - Jun 2021

  • Directed staff of service owners and specialists, and provided training and motivation to develop a highly motivated, performance-focused team that performed above expectations.• Championed numerous projects acting as subject matter-expert in investment products and as the main point of contact ensuring time efficiency and quality of the deliverables.• Provided metrics and financial analysis on investment products and business growth, analyzed business trends for assigned products/services, and performed variance analysis.• Supported key initiatives that allowed the company to refine framework for governance process, streamline annual notices processing channels, and reduce the volume of annual notices by over 60%.• Developed a new automated tool to perform AM reconciliation which allowed the company to reconcile $9K investments in minutes versus prior tools that took on average 90 minutes to validate only 10% of the investments.• Spearheaded new initiative likely to slash $2 million annually in print and postage costs.• Enhanced regulatory control and executed major strategy for the Investment Administration Department (Vanguard Brokerage Option and Company Stock service offers) through an in-depth competitive and cost-benefit analysis, and evaluation of the feasibility of new business models. • Partnered with key business contacts cross-functionally to identify and resolve issues associated with Institutional investors with assets ranging from multi-million to multi-billion dollars. Managed relationships with external stakeholders addressing concerns while delivering world-class client support. Show less • Saved the company over $6.5 million dollars through deployment of effective strategies including slashing cost of sending change notifications by $180K, and coordinating plan changes with clients saving them over $360k.• Saved Vanguard $1.5 million by influencing the board and delaying Vanguard Investments’ name change until the annual fee disclosure notice was sent to participants, avoiding the required mailing activities had the date not been delayed.• Designed and executed a strategy to cross-train team that allowed members to learn and grow while reducing existing 66% turn-over and fostering an environment of high productivity and accountability.• Facilitated internal professional development sessions to keep team up-to-date regarding investments, retirement plans, and competitors. Show less

  • Investment Administration Manager

    Dec 2018 - Jun 2021

  • Service Delivery Project Manager

    Mar 2011 - Nov 2018

  • Client Administration Manager

    Dec 2008 - Mar 2011
• 

  Infosys

  Jun 2021 - Sept 2024

  Operations Manager

  • Created a share processing tool which will allow the company to eliminate $2K annually, avoiding approximately $6 million in costs associated to missing services while increasing overall efficiency.• Devised a new proxy database that reduced over 100 hours of manual efforts while enhancing controls for top 100 clients, and developed BOT for capturing large trades which reduces the risk of manual entry and eliminates the need for manual reporting of Straight thru Processing (STP) of plan-wide files.• Conceptualized and executed a control reporting process to detect potential errors regarding items not submitted for update control, eliminating 60 defects within four months.• Consolidated VMS Asset Master List for both the Dividend and NAV/MIL Rate asset master reducing the need to maintain numerous lists with VMS and PORT IDs.• Eliminated over 470 FTE processing hours with development and implementation of a new automated tool.• Identified a high rate of defects in operations, created new control reporting to identify occurrences reducing them to an average of eight events a week, and pioneered a new process to monitor and resolve outstanding in-kind distributions that are not delivered. Show less

• 

  Vanguard

  Aug 2024 - now

  Product Services Specialist