Stephanie Jackson

Experience

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  Goldman Sachs

  Jan 2009 - Jan 2018

  As a Vice President in Franchise Sales, I managed relationships across complex investment organizations with sophisticated institutional investors including hedge funds, pension funds, asset managers, insurance companies, family offices. Fostered relationships with contacts at each firm from the CEO, CIO and COO to portfolio managers, analysts and traders. • Drove advancement of Goldman Sachs’ positioning with clients, leading to greater wallet share for the firm, as well as up-sell wins in structured products and agency lending. • Provided extensive client service, solutions oriented focus and customized market content to the buy side, including strategic, tactical and thematic research ideas, which led to revenue growth and clients executing ideas as equities, swaps, structured notes or derivatives.• Advised clients on hedges and investment strategies related to cross asset opportunities,such as interest rate swaps, distressed credit and commodity options.• Developed and mentored junior members of the team. Show less As a Vice President in Global Institutional Sales, I provided sales coverage to institutional investors, including hedge funds and mutual funds. • Drove increased revenue while implementing a more efficient sales and trading coverage model, focused on key performance metrics, client resource expense and client segmentation. • Instilled a value-added client service focused coverage model of providing well thought-out research ideas and delivering the firm to clients. • Customized GS content in an effort to tailor strategies to a particular client’s style. • Managed the equity capital markets deal allocation process across global institutional clients. • Developed and mentored junior colleagues. Show less

  • Vice President, Franchise Sales

    Jan 2016 - Jan 2018

  • Vice President, Global Instititional Sales

    Jan 2013 - Jan 2016

  • Financial Analyst, Institutional Equity Research Sales

    Jan 2011 - Jan 2013

  • Client Analyst, Private Wealth Management

    Jan 2009 - Jan 2011
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  Lord, Abbett & Co. LLC

  Jan 2018 - Jan 2020

  Senior Relationship Manager

  As the firm's first ever Senior Relationship Manager in Investments, I developed and lead a program that partners with large financial institutions to serve client needs and corporate objectives. I manage top strategic broker relationships holistically across asset classes and business lines to maximize firm level wallet and enable growth across various businesses. I collaborate with key internal stakeholders to understand their needs and connect with appropriate counterparties to evaluate their offering. • Catalyzed the firm's re-engagement in a securities lending program after a 15 year hiatus, leading to multi-million dollar revenue contribution to the funds involved. • Partnered with Global Trading, Finance and Investment Operations in the onboarding of FCMs.• Manage and strengthen firm level engagement with Minority, Women and Disadvantaged Business Enterprises.• Lead firm's equity research evaluation process while incentivizing the equity broker research platforms to strive for top tier status based on expected future growth.• Co-lead the firm's first ever business resource group, the Women's Network, comprised of 38 women on the leadership team. Show less

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  Beacon Platform

  Jan 2020 - Jan 2022

  Strategic Account Executive

  Beacon Platform, Inc. is a financial technology company that helps quantitative developer teams collaborate and scale. Beacon is the only vendor solution for a cloud-based, end-to-end development and production platform, which can meet the stringent security requirements of leading financial institutions including Tier 1 & 2 Banks, Asset Managers, Hedge Funds, Insurers and Commodity & Energy Trading Desks. With Beacon’s open architecture, transparent source code, and automated infrastructure solutions, clients who license Beacon can build in-house functionality on a platform that has been proven at some of the largest financial institutions in the world. Beacon was founded in 2014 by the senior technologists who worked with SecDB at Goldman Sachs and created Athena at JP Morgan and Quartz at Bank of America Merrill Lynch. Beacon has over 170 employees with offices in the United States, UK, and Japan. Show less

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  Fidelity Investments

  Oct 2022 - now

  Financial Advisor | Personal Advisor | Wealth Planning and Investment Strategies

  I bring years of industry and life experiences and my passion for helping people to assist clients and their families with their wealth planning needs. Together, we will collaborate to create, implement and monitor a strategy that is aligned to their individual goals and dreams. This approach, along with Fidelity's resources, enable me to guide clients to feel more confident and to make smart decisions for a healthy financial future.