CIO
Mercer Investment
Total years of experience :29 years, 11 Months
• Managed a global development team responsible for technology delivery worldwide dedicated to three investment business lines including: investment consulting, and management, and Superannuation Master Trust in Australia.
• Developed and executed a technology strategy aligned with the global investment business strategic goals.
• Delivered platform architecture blueprint for the firm strategic consumer facing financial wellness and retirement product to capture post retirement assets.
• Reorganized and realigned 3 separate technology teams supporting the business strategy at a global level
• Deployed strategic platforms including Charles River and Milestone PControl for order management and cash rebalancing.
• Supported channel sale and distribution of investment manager research and tools.
• Established an application rationalization program aimed at improving technology efficiency, applying investments to the appropriate technology, and upgrading applications to the new architecture blueprint
• Implemented an investment wide data program to improve risk management, support product development and operational data needs in a globally consistent manner.
• Deployed proper technology governance, quality assurance and risk management processes.
• Set up a divisional vendor management practice to realize savings and promote stronger vendor partnership
• Supervised a 30 staff global team responsible for delivering service to the division’s platinum clients, including institutional, insurance, hedge fund, private equity and mutual funds managers supporting all phases of client relationship including acquisition, on-boarding and ongoing technology management.
• Built the global IT organization focused on top revenue producing clients in North America, EMEA and Asia.
• Chaired and organized client technology events to share the latest industry technology trends with clients.
• Led the technology side of multiple sales initiatives, which led to winning numerous new accounts including a multi-million dollar European client and renewing a 10-year contract for a major insurance client.
• Managed a $62 M technology budget and over 300 global staff along with multiple vendor partners and multiple Citi partner organizations to deliver the most innovative client solutions.
• Architected and delivered investment management front, middle and back office platforms to support the various asset managers’ segments including institutional, retail, wealth, funds, hedge fund, and private equity.
• Launched wealth management platform in support of new product generating >$10M in recurring annual revenue
• Evaluated and selected vendor software for functional needs enabling delivery of best technology platforms
• Participated in the sales process to multiple asset managers. Received Chairman’s Award for teamwork as a result.
• Led acquisition and lift out technology due diligence. This resulted in the successful acquisition of another service provider, which improved the firm’s position in the Hedge Fund service providers’ industry ratings.
• Partnered with a software vendor to launch the Separately Managed Account platform.
• Built a talented global technology team and chaired programs to improve employee company satisfaction.
• Managed several complex global client programs, working across geographies and departments to ensure successful delivery, revenue recognition and high client satisfaction.
• Managed an $11M budget a team of 52 global professionals in the development and support of the bank’s client website and intranet development and global strategy
• Established global web development strategy, delivery of client information on the web, and the vision to implement a Citi Private Bank employee portal. In-sourced the client web site re-architecture for an annual $2.4 million savings.
• Published web user global interface standards. Delivered the client aggregated financial Reporting on the global client website. This initiative was the first in the private banking industry and it led to considerable client satisfaction
• Managed a 75-developer team, and a $15 million budget partnering with marketing to implement Internet strategy.
• Migrated www.smithbarney.com to a new internal infrastructure capable of supporting over 100M daily hits enabling . the launch initiatives to increase account acquisitions and drive up client satisfaction.
• Managed the launch of discount brokerage platform and conversion of the Citibank Investment Services back-end systems to the Salomon Smith Barney platform in 6 months. Gomez ranked the site 9 out of 25 discount brokerages.