MBMarkell Eric Byrd
Resume (PDF) Executive BriefStart a conversation

What I can do

Proven work. Your next move.

Tailor to

Scale lives in the bank relationship. The opportunity is turning millions of Chase customer relationships into advised households, and making branch, digital and advisor channels feel like one firm.

Where I would startGrowthDigital & AI adoption

Six capabilities.

Net new assets

Growth

$4.2B net new asset opportunity identified; $300M+ funded in the first three months; +13% realized year-over-year revenue growth, Affluent Markets

  • A growth operating system across regions
  • Banker-to-advisor referral flow measured end to end
  • Referral programs for clients and centers of influence built on the Referability Assessment
Details
Net new assetsReferral conversionAdvisor productivity

Personalization at scale

Marketing

three-month live MVP, Signals of Clarity (1M+ new users, +80% click-through, +50% re-engagement of 90-day-inactive users, $240M in goals fulfilled)

  • Signals of Clarity segmentation for campaigns, content and next-best action
  • Compliance-ready advisor marketing kits
  • A content system tuned by archetype
Details
Click-throughLead-to-meetingCost per new household

One story, every level

Communications

6,000+ UBS advisors, 100% message consistency

  • Field communications architecture for every major change
  • One executive narrative for growth and AI
  • Launch communications that turn announcements into adoption
Details
Message recallTime to awarenessAdoption lift

Adoption, not installs

Digital & AI adoption

6,000+ UBS advisors, 100% message consistency

  • AI use-case prioritization and vendor evaluation tied to revenue
  • Pilot-branch adoption programs that remove a step advisors resent
  • Adoption dashboards leadership can read in one minute
Details
Weekly active advisorsWorkflow completionHours returned to advisors

Blank page to AUM

New venture launch

Sports & Entertainment UHNW division ($700M+ year-one AUM, Sports & Entertainment UHNW division; the program is now in its third year)

  • New segment or offering in 90-day sprints with scale gates
  • Segment thesis, coverage model and referral engine before the first dollar
  • Minimum viable launch in pilot markets, then a funded scale plan
Details
Time to first AUMYear-one AUMUnit economics

Coaching by the numbers

Advisor enablement

Referability Assessment & Handbook coaching program

  • Coaching programs driven by diagnostic scores
  • Recruiting and onboarding by advisor archetype
  • Practice-management content advisors use with clients
Details
Advisor retentionRamp timeReferral share of new clients

The first 100 days.

  1. Days 1–30

    Listen & baseline

    One-page baseline and three priorities.

  2. Days 31–60

    Prioritize & pilot

    Pilot scorecard versus control markets.

  3. Days 61–100

    Scale & prove

    100-day results and a funded 12-month plan.

See role fit →