Zachary Clariday is a dynamic leader at Symonds Wealth Management, where he serves as the Director of Operations. With a decade of experience in the retail financial services industry, Zach has honed his expertise in bridging the gap between sales and operations, ensuring that both...
Zachary Clariday is a dynamic leader at Symonds Wealth Management, where he serves as the Director of Operations. With a decade of experience in the retail financial services industry, Zach has honed his expertise in bridging the gap between sales and operations, ensuring that both functions work seamlessly together to drive business success. His role involves managing the day-to-day and strategic operations of the firm, leading a cross-functional team of 12 dedicated professionals.
One of Zach's most notable achievements was directing a complex broker-dealer transition involving $1.7 billion in assets, 4,000 accounts, and 2,300 clients—all completed in under 90 days. This project not only showcased his exceptional project management skills but also highlighted his ability to navigate the intricacies of wealth management services in a fast-paced environment. Additionally, Zach has successfully reduced sales spoilage by 60% through the implementation of innovative processes and technologies, demonstrating his commitment to operational excellence.
Zach's skill set encompasses strategic planning, sales operations, and consultative selling, making him a versatile leader capable of driving growth and efficiency. His proficiency in labor management and team leadership ensures that his team is motivated and aligned with the firm’s objectives. As a public speaker, Zach is also adept at communicating complex financial concepts to diverse audiences, further enhancing his role as a trusted advisor within the organization. At Symonds Wealth Management, Zachary Clariday continues to leverage his expertise to foster a culture of collaboration and continuous improvement, positioning the firm for sustained success in the competitive financial services landscape.
