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James Morris

Director - Americas Client Experience Management Lead for Retirement/Defined Contribution

James Morris is a seasoned professional in funds management, specializing in business operations, operational risk management, and client servicing.

He has a track record of achieving strategic objectives by fostering strong cross-functional relationships and gaining crucial stakeholder support.

With a wealth of experience, James excels in aligning client sales and service teams with investment operations to enhance client service through process reorganization, change management, and various operational functions.

His project delivery skills are commendable, collaborating with technology and development teams to address daily business needs as well as intricate system decommissions and integrations.

James demonstrates a keen ability to analyze, synthesize, and implement policies and procedures to enhance operational controls, mitigate risks, cut costs, and boost process efficiency.

His educational background includes a Bachelor's Degree in Commerce with a focus on Banking and Finance, alongside a Bachelor's Degree in Economics, both from the University of Canberra after completing high school at Marist College Canberra.

In his career journey, James Morris has held various significant positions, including Vice President - Client Experience Management Lead - Multi Channel, Vice President - AMRS Client Experience Management Lead for Family Office, Foundations & Endowments, Associate - Client Reporting Services, and Analyst - Trade Operations at BlackRock.

He also previously served as a Clearing and Settlements - Associate at BBY Securities P/L.

James Morris
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Location

Atlanta, Georgia