Steven Reilly

Strategic Relationship Manager with 13 years in client onboarding & implementation experience leading complex transitions for Broker‑Dealers, Banks, RIAs, and FinTech firms. Proven ability to execute strategic initiatives, guide clients through platform migrations, and strengthen satisfaction from first interaction through full adoption. Leverages deep industry expertise, strong communication, and analytical skills to strengthen client loyalty, resolve escalations, and identify growth opportunities.

Recognized for conflict management, cross‑functional collaboration, and continuous improvement.

Relationship Manager at RAYMOND JAMES (2024-04 – 2026-04)

• Led onboarding and integration of treasury‑adjacent products (securities lending, margin, platform capabilities) for strategic clients.
• Designed scalable onboarding workflows that reduced friction, lowered costs, and accelerated client readiness.
• Strengthened long term client relationships through consultative guidance, ongoing performance reviews, and tailored product strategies that aligned with each firm's growth objectives. Maintaining an average NPS score of 9.
• Managed firms ranging from $300M to $42B AUM, guiding clients through lifecycle transitions and platform enhancements.

Relationship Manager at APEX FINTECH SOLUTIONS (2018-07 – 2024-04)

• Executed onboarding and implementation for startup Broker‑Dealers, RIAs, and FinTech clients, ensuring seamless platform adoption directly supporting day 1 readiness.
• Recommended reporting tools that improved risk visibility and reduced exposure, demonstrating the ability to analyze and solve problems that arise during onboarding.
• Increased product penetration by 10% through adding financial solutions such as margin, options and securities lending.
• Managed firms from $100K to $15B AUM, adapting onboarding strategies to startup, growth, and enterprise environments.

Client Manager at FIDELITY INVESTMENTS (2013-06 – 2018-04)

• Provided oversight for custody and clearing clients, managing settlements, reconciliations, corporate actions, and trade support while leading projects.
• Conducted quarterly strategic reviews with 100% of my top tier clients.
• Coordinated with legal and compliance teams to ensure regulatory adherence during audits, facilitating timely document submission and minimizing operational disruptions for institutional clients.
• Managed 12 institutional firms maintaining annual NPS client satisfaction scores of 90% or higher for 3 years.

Operations Unit Lead at FIDELITY INVESTMENTS (2006-01 – 2013-06)

• Led team that managed account transfers and money movement across tax, margin, and operational departments, ensuring settlement accuracy, managing risk, and partnering with executives to close process gaps.
• Developed training materials and coached associates through QA reviews.
• Ensured timely resolution of client cases within 48 hours, demonstrating strong execution discipline.

B.A. in Marketing – University of Texas at Arlington (2004)