Tom Conlon

Experience

• 

  Prudential Financial

  Jan 2007 - Jan 2016

  Manager of Client Relations

  Managed service delivery for 4 state government retirement plans totaling $20B+ in assets across more than 500,000 participants for a financial services leader with global operations. Supervised team of 12 to ensure high client satisfaction within a division that maintains $20M in annualized revenue, and is a critical component to overall company success.

• 

  Betterment for Business

  Jan 2016 - Jun 2019

  Head of Client Relations, Betterment for Business

  Effectively oversees team of 5 that services enterprise 401(k) plans, and handles efficient implementation, service delivery, retention, and satisfaction of the client base for an fintech company handling $13B in assets under management. Closely collaborates with product managers, designers, and engineers to build a complex B2B product to establish the company brand as a leader in an extremely scalable fashion. Manages a 6-member advisory board including industry experts and thought leaders.

• 

  Morgan Stanley

  Jul 2019 - now

  Head of Retirement Sales

  • Managing Director

    Jan 2024 - now

  • Executive Director

    Jul 2019 - now