Mr. Phillips contributes an abundance of knowledge and expertise to his new position, established over three decades ago, in the financial services sector.
Mr. Phillips held the position of Executive Vice President and Head of Platform Sales for Fidelity Institutional, a division of Fidelity Investments, prior to his affiliation with FusionIQ. He was instrumental in generating growth and strategic sales initiatives for Fidelity’s clearing, custody, and wealth management services in this capacity. His notable professional experience also encompasses the role of Chief Operating Officer at Gomez Advisors, where he oversaw initiatives related to international expansion.
FusionIQ One, a comprehensive, all-in-one digital wealth management platform, facilitates a seamless digital workflow between the front, middle, and back offices. By integrating with industry-leading custodians, broker-dealers, and wealth technology providers, the platform’s capabilities are expanded. Through strategic partnerships with industry leaders and the integration of supplementary tools via its API Integration Suite, FusionIQ One provides an unparalleled user experience.
Mr. Phillips will concentrate on advising registered investment advisors, family offices, and broker-dealers at FusionIQ on strategies for expansion, transformation, and efficiency. With the organization striving to become the preeminent cloud-native wealth management platform, he will be instrumental in the growth of FusionIQ’s Digital Marketplace, finTAMP, and Self-Directed Investing divisions.
The appointment of John Phillips is immediate in effect, and he will commence his new position the following week.
FusionIQ simplifies the process of becoming a digital wealth leader for institutions and financial advisors. Four simple-to-implement modules comprise the intuitive, all-in-one FusionIQ One platform: self-directed investing, digital marketplace, hybrid digital advice, and finTAMP. These modules simplify digital transformation. The straightforward pay-as-you-grow model of FusionIQ One facilitates scalability for asset managers, banks, credit unions, independent broker dealers, and banks. It enables these organizations to provide clients and advisors with the desired digital experience, as well as the necessary workflows and process automations to foster organic expansion.
