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JOYCE CAMPBELL

Marlton, New Jersey 08053


856.985.5519 • joyceccampbell@comcast.net

RELATIONSHIP MANAGER: Retirement & Benefit Plans

Senior financial services professional with over 20 years of experience in relationship management, retirement
planning, and investments. Proven ability to administer, analyze, and enhance portfolio performance for optimum
bottom-line results. Expertise cultivating executive-level client/vendor relations and strategic partnerships to maximize
satisfaction and retention. Versed in mentoring, motivating, and leading teams of employees in compliance with
organizational goals and standards.

CORE COMPETENCIES
Relationship & Asset Management • Revenue & Profit Growth • Client Advocacy & Persistency
Investment Reviews & Analysis • Financial Product & Service Sales • Strategic Business Plans
Defined Contribution & Defined Benefit Plans • Market & Industry Trends • Regulatory Compliance
Staff Development & Leadership • Participant Communications • Plan Demographics

PROFESSIONAL EXPERIENCE

PRUDENTIAL RETIREMENT / CIGNA, Philadelphia, Pennsylvania 1984 to 2010


Financial services leader with over $750 billion in assets under management and 42,000 global employees.
Prudential purchased CIGNA’s retirement business in 2004.

Senior Relationship Manager


Cultivated executive level client partnerships to maximize service, satisfaction, growth, and retention in retirement
planning arena. Led financial services team in strategic business and program plan review to meet investment and
profit goals. Analyzed investment portfolios and industry trends to create solutions meeting client requirements.
Supported sales process by responding to RFP’s and presenting at finals presentations. Delivered regulatory
compliance testing, audit reports, and IRS filings. Resolved plan and participant transaction issues.

• Successfully managed over $1 billion in plan assets across multiple key accounts.
• Recognized for providing keen depth of industry knowledge, professionalism and a strong client service
orientation.
• Demonstrated client focus by designing and implementing customized solution to achieve customers goals.
• Mentored newly hired colleagues based upon in-depthproduct knowledge, leadership and training abilities.
• Reversed $30,000 vendor charge by identifying and correcting administrative error.
• Developed and implemented employee communication, education, and information distribution strategies to
enhance plan participation, deferrals, and awareness.
• Effectively reduced costs through resource allocation and automation/e-delivery tools.
• Consistently achieved outstanding client satisfaction survey and reference results.

CERTIFICATIONS AND LICENSING

ASPPA Certification: Retirement Plan Fundamentals


FINRA Series 6, 7, & 63
Life Insurance Licenses – Pennsylvania, New Jersey, Delaware, Maryland, & DC

TRAINING & AFFILIATIONS

• Leading with Presence, Executive Conversations, Consultative Selling, Effective Negotiations


• Plansponsor Retirement Professionals & Women in Pensions

Resume

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