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Greg Menefee
Building culturally sound teams that excel at consistently elevating the client experience.
Greg Menefee is a senior executive in the financial services industry with extensive experience in relationship management, consulting, and team leadership. He is currently the SVP of Relationship Management & Consulting at Orion Advisor Tech, based in Bentonville, Arkansas.1
Career Highlights
Current Role: Greg leads relationship management and consulting teams at Orion Advisor Tech, focusing on building trusted advisor relationships and elevating the client experience.1 His vision is to "Consistently Elevate the Industry Standard," and his mission is to help every client maximize their Orion experience.1
Previous Experience:
- Head of Institutional Consulting & Sales Support / Implementation at TD Ameritrade Institutional (2015-2021)
- Head of Technology Consulting at TD Ameritrade Institutional (2011-2015)
- VP, Technology and Practice Management Consulting at TD Ameritrade Institutional (2010-2011)
- Various roles at Fidelity Investments, including Sr. Director of Business Development for Family Office Services (2005-2010)1
Education and Certifications
- Bachelor of Business Administration in Marketing from Baylor University's Hankamer School of Business
- Completed the Securities Industry Institute Program at Wharton Executive Education (2019-2023)
- Holds Series 24 (General Securities Principal) and Series 7 (General Securities) licenses1
Leadership Philosophy
Greg is known for building and leading diverse teams by establishing a positive, productive, and inclusive cultural foundation. He focuses on selecting the right individuals and investing in their development, which has consistently resulted in exceeding sales targets and elevating both team member and client experiences.1
It's important to note that while the query mentions Greg as the "Head of Advisory Relationship Management at Empower," his current position according to his LinkedIn profile is with Orion Advisor Tech. The information about his role at Empower may be outdated or incorrect based on the available search results.
Highlights
One of the highlights of any conference is catching up with good friends. Orion Ascent draws so much talent from across the industry, and Olivia Eisinger is by far one of the most talented people I’ve had the pleasure to work with in my career. Thankful that we have the opportunity to collaborate with her and the team.
Had the opportunity to host Mike Bard, MBA, CFP® CWS® and his son in Bentonville for some world class mountain biking. Business talk was kept to a minimum, but one thing discussed was audits and the time required to accomplish them.
“My business partner said, ‘If we had Orion, I bet most of this would just be a few clicks”…
Compliance technology is an investment in your client experience strategy. The magnitude of efficiency gained allows you to channel more of your attention where it belongs… your awesome clients.
BTW: his son is tough as nails. Took a spill on some rock, tore up his knee, shook it off like it was nothing 💪
