Iwo M Szulc

- Managing the client relationship across all functions in the client organization as well as coordinating the service delivery with all internal stakeholders;
- Mentor for account managers, guiding and leading team members in areas for high complexity in managing top-tier clients;
- Supporting Front Office Training Lead in providing expertise and resources for internal training;
- Participating in tactical and strategic client projects;
- Consulting, implementation and administration of equity compensation plans for globally operating corporations (FTSE 100, DJI);
- New share plan administration solutions for top UK clients, leading the creation and implementation projects in cooperation with external and internal stakeholders;
- Client relationship and daily service management for key UK clients, including entire share plans life cycle, grant communication, dividends, proxy voting, participant preference elections, transactions and post vesting administration;
- Project management, planning, processing and supervision of company share plan administration related events;
- Preparing and conducting meetings with clients as the subject matter expert;
- Building, maintaining and developing cooperative relationship for both internal teams and client departments.

- Implementation and administration of equity compensation plans for globally operating corporations (FTSE 100, DJI);
- New share plan administration solutions for top UK clients, leading the creation and implementation projects in cooperation with external and internal stakeholders;
- Client relationship and daily service management for key UK clients, including entire share plans life cycle, grant communication, dividends, proxy voting, participant preference elections, transactions and post vesting administration;
- Project management, planning, processing and supervision of company share plan administration related events;
- Preparing and conducting meetings with clients as the subject matter expert;
- Building, maintaining and developing cooperative relationship for both internal teams and client departments;
- Being client’s principal contact regarding the administration of the employee equity plans with end to end operational responsibility.

- Equity and non-equity based plans management, including administration throughout the entire plan life cycle, grant communication, dividends, proxy voting, participant preference elections and post vesting administration as well as transaction features;
- Ownership and improvement of business processes within the organization, equity transactions (exercises, cancellations, terminations, reconciliations, invoicing, tax withholding and shares outstanding), ensuring accurate and timely settlement of all transactions, coordinating with banking services, client asset management and external corporate partners (trusts, brokers and international financial institutions);
- Administration of executive compensation programs for Officers and Key Executives of global blue-chip clients;
- Cooperation with Client Relationship Managers and international HRBP, resolving cases regarding equity plans and grants, providing customer service to equity participants at all levels, responding to employee queries related to equity plans and equity administration platform;
- In conjunction with internal divisions and external partners, reporting and processes review, updating information in equity database and running required summary and detail reports (Excel, SQL);
- Employee share plans legislation, tax and regulations training in London.

- Equity compensation and financial technology services for international corporate clients;
- Stock-based compensation programs administration and equity lifecycle support;
- World’s leading equity and non-equity based compensation platform training in Zurich;
- Business processes transition and implementation;
- Operating on databases, data analysis and client reporting (Excel, SQL);
- Providing solutions for matters addressed by employees and corporate clients regarding equity plans.

- Administrative support to the Management Board and Supervisory Board;
- Cooperation with Specialists and Senior Management;
- Coordination and monitoring of processes in the President’s Office;
- Cooperation with business divisions;
- Preparation of documentation in English, including protocols and reports;
- Verification and translation of documents and correspondence;
- Documents compliance with applicable laws;
- Data and documentation management.

- Affluent portfolio management (customer profitability analysis, clients portfolio development, monitoring the portfolio structure);
- Transaction systems, credit platforms, product applications;
- Creditworthiness examination, consumer loans and mortgage lending;
- Savings and investment solutions (deposits, investment funds, exchange traded products);
- Individual strategies for clients to meet their personal financial goals;
- Exchange rates negotiation, business negotiation with clients;
- Brokerage accounts opening and service;
- Customer relationship management.