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Paul Polese
Chief Revenue Officer (CRO) at benjamin
Professional Background
Paul Polese is an innovative and customer-driven business development leader with years of experience steering organizations towards substantial revenue growth. He specializes in crafting innovative sales strategies and fostering high-performance teams that can adeptly navigate the complexities of today’s fast-paced market environment. With a remarkable ability to deliver revenue growth up to a staggering $1 billion, Paul has established himself as a vital asset to clients seeking to enhance their financial health and market positioning. His career is distinguished by a lasting commitment to exceeding sales targets and driving change in various sectors.
As a trusted business advisor, Paul excels at engaging with stakeholders and nurturing relationships that lead to successful collaborations. His ability to build strategic alliances and influence executive decision-makers highlights his talent for breaking down barriers that often impede progress. Throughout his career, Paul has been tasked with establishing sales operations in both new and underperforming territories, consistently delivering impressive results by motivating teams and creating environments where success can thrive.
Education and Achievements
Paul holds a Bachelor of Arts degree from Springfield College, where he began laying the groundwork for his future success in business development and sales strategy.
His career spans several prominent roles, illuminating his trajectory as a leader and revenue generator. As the Chief Revenue Officer at Benjamin, Paul is at the forefront of harnessing strategic initiatives that support business growth. Previously, he served as the Vice President and Senior Relationship Manager at Fidelity Investments, where he played an instrumental role in managing client relationships and enhancing service offerings.
At SS&C Advent, Paul served as the Director of Inside Sales, where he achieved new assets worth $300 million while increasing client revenue by an impressive 23%. His leadership was further evidenced during his tenure as VP of Advisory Services at Placemark Investments, where he helped facilitate a successful acquisition by Envestnet.
In his role as VP of Sales at Black Diamond Performance Reporting, LLC, which was acquired by Advent Software, Paul successfully closed over $1.2 million in revenue in his first year. Additionally, he held an important position as a Senior Relationship Manager at Charles Schwab Institutional, where he contributed to acquiring over $5 billion in new assets. His impact on sales and client relations similarly carried through as Vice President of Sales, Advisory Services at Pershing, a BNY Mellon company, where he managed the largest Registered Investment Advisor (RIA) client in the firm’s history, which had $1.4 billion in assets. Moreover, as a Portfolio Manager at Pinnacle Associates, he was recognized as a top-ranking producer, securing $88 million in new assets.
Notable Achievements
Paul's career is highlighted by several notable achievements:
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Development of a New Technology Platform: Paul successfully developed and delivered a $6 billion technology platform, overseeing all implementation aspects including reporting, trading, Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), proposals, and digital strategy. This initiative showcases his visionary leadership and technical acumen, dramatically impacting the firm's operational efficiency and service delivery.
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Asset Capture and Retention: Paul captured over $5 billion in new assets during his tenure across various leadership roles, showcasing his expertise in client acquisition and retention. His strategic approach led to onboarding and maintaining the largest client in the firm’s history, significantly bolstering the company’s portfolio.
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Exceptional Sales Performance: He has a proven track record of exceeding sales targets by more than 200%, showcasing his ability to drive revenue growth effectively. A significant highlight includes increasing the revenue of the client base by 23%, reflecting his adeptness at accelerating growth and enhancing profitability through strong relationship management.
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Growth in Assets Under Management: Paul has also been instrumental in increasing Assets Under Management (AUM) by over $200 million by leveraging his personal network to add four new clients. This achievement underscores his strong networking abilities and the trust clients place in his expertise.
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Successful Regional Growth Events: He created and facilitated a highly impactful regional growth day event attended by over 110 advisors. This resulted in onboarding five new clients collectively valued at over $250 million, illustrating Paul’s ability to organize events that lead to substantial business opportunities and client engagement.
Let's Connect
Paul Polese is always eager to expand his network and connect with like-minded business partners. He welcomes conversations about leveraging his proven abilities to drive significant revenue growth within organizations. You can reach out to Paul via LinkedIn or email at ppolese3@gmail.com.
tags:[
business development
sales strategy
team leadership
client relations
revenue growth
strategic alliances
financial services
asset management
market positioning
executive engagement
stakeholder collaboration
Location
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