Jermal Seward

Experience

• 

  Lathrop & Gage LLP

  Sept 2003 - Mar 2006

  Attorney
• 

  Polsinelli Shughart

  Apr 2006 - Oct 2008

  Attorney

  Practiced general corporate law and business consulting in matters such as general corporate entity formation/dissolution, buy/sell transactions, and banking compliance and regulatory issues. Advised small- and mid-sized for-profit/nonprofit corporate clients on corporate governance/compliance and assisted with and closed stock and asset acquisitions of target companies.• Authored memoranda for bank clients regarding SEC reporting, compliance, and risk minimization, concerning Regulation D and S issues.• Provided counsel to senior management on corporate governance and financial/compliance regulatory issues. Show less

• 

  Seward & Associates, LLC

  Nov 2008 - Dec 2013

  Attorney

  Managed legal practice specializing in corporate, real estate, and general transactional matters and business consulting for small- and mid-sized companies. Led team of two professionals handling client issues ranging from company creation and organizational development, commercial leases, partnership agreements, memoranda of understandings, and multimillion-dollar real estate development transactions.• Drafted and assisted in creation of $60M real estate development deal.• Formed local nonprofit organization and contributed to securing $9M+ in federal/state grant funding. Show less

• 

  Wells Fargo Advisors, LLC

  Dec 2012 - Sept 2018

  VP, WIM Practice Management Consultant

  Consulted with premier financial advisors. Delivered coaching, consulting, and mentoring related to business infrastructure creation and management; client identification and segmentation; team building; and client development and retention.• Led strategic planning, development, and management of team’s first strategic communication plan and revision of training manual.• Partnered with marketing and compliance teams to create communication portfolio and marketing strategy for firm-wide distribution and use by regional presidents, regional branch managers, productivity consultants, and financial advisors across all channels. • Conducted presentations for regional presidents and branch managers, introducing portfolio and strategic messaging.• Collaborated with branch managers across the U.S. to lead presentations for premier advisors on business and activity management, client and team development, and strategic business planning. • Developed and maintained relationships with business partners across Private Client Group leadership, WFA Business Development, Productivity, and Marketing; delivered presentations on topics such as practice management, client segmentation, rightsizing, and client service delivery model development and maintenance.• Spearheaded strategic planning, management, and execution of Products & Advice (P&A) 2016 Community Support Campaign (CSC) initiative. Collaborated with P&A leadership to drive higher team involvement, leading to P&A ranking as top-participating business unit with 86.6% team member participation. Achieved 7% increase over prior year, 33% increase in total volunteer hours, and exceeding 100% of team fundraising goal.• Consulted with premier advisors on implementing relationship-based model, thereby increasing efficiency 30%, target client engagement 70%, and assets under management (AUM) 30%–50%. Show less

• 

  Saint Louis Bank

  Sept 2018 - Jan 2021

  Chief Strategy Officer

  Spearheaded administrative management of general operations and strategy, marketing, communications, talent management, brand development, and client engagement and retention. Led development and execution of strategic initiatives to create client-centered business design and assimilate into bank operations.• Transformed bank to client-centered organization by realigning internal/external processes and service delivery mechanisms utilizing design-thinking and process-mapping methodologies, leading to ~30% increase in client engagement.• Created Client Success Team to centralize client issue resolution, engagement, and cross-selling efforts.• Championed creation and implementation of first two phases of the bank’s marketing, branding development strategy and management. Established bank’s social media presence, boosting brand awareness and increasing engagement rates ~75%; lifted commercial banking officer social selling scores ~50%.• Assumed responsibility as Chief People Officer – integrated first cloud-based HR platform (Paylocity), created and launched first performance management review process integrating core values to create performance alignment.• Created multi-functional team that built framework, policy, and consistent cadence for social posting and activated digital marketing campaigns and content across social/digital platforms.• Completed full integration of new cloud-based talent management platform (Paylocity) and led aggregation of talent management, recruitment, and retention platforms. Show less

• 

  Family and Workforce Centers of America

  Aug 2021 - now

  Chief Administrative Officer & General Counsel
• 

  Atlas Point

  Jan 2024 - now

  BeFi Agile Coach™