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James Watts
Managing Director Advisor Services, Enterprise Group at Charles Schwab
James Watts is a Relationship Management and Operations executive with a strong background in Financial Services, boasting 25 years of experience in the field. He excels in building high performing teams and driving business growth through client success and product value realization. His skill set includes designing and managing ecosystems of data, people, systems, and processes to enhance client value and establish brand advocates. As a Transformational and Coaching leader, he focuses on effective communication, goal alignment, employee coaching, and motivation to achieve organizational objectives. A Strategic thinker, James navigates ambiguity effortlessly, manages complexity, and formulates breakthrough strategies aligning vision with action. With expertise in financial services, relationship management, customer experience, operational excellence, and lean-agile principles, he is a versatile professional capable of spearheading change initiatives by restructuring work processes for better outcomes. An Influencer and collaborator, James has a successful track record of working with clients, peers, and senior executives, building trust and delivering exceptional results in client satisfaction, retention, growth, sales, and operational efficiency.