James Scott

James Scott has an extensive work experience in the financial services industry. James currently holds the position of Chief Client Experience Officer at First Western Trust since 2023. Prior to that, they worked as Vice President - Business Process Solutions at Broadridge from February 2022 to July 2023.

From 2014 to 2022, James held various roles at Charles Schwab including Head of Small Business Retirement Products, Managing Director of International Client Experience, and Sr. Manager - Product Management Technology. In these positions, they were responsible for business development, staff supervision, project management, and product planning. James achieved notable accomplishments such as implementing a new enterprise-wide translation service, growing the team by 100%, and creating the Advisor Console to support RIA robo advice offering.

Before joining Charles Schwab, James worked at Great-West Financial as a Retirement Income Product Manager from 2008 to 2014. In this role, they led product design, strategy, budgeting, client experience operations, risk assessments, and cost reduction analysis.

James'searlier experience includes working at Merrill Lynch as an Assistant Vice President and Project Manager from 1997 to 2008. James'sresponsibilities included overseeing client-facing projects, function/regression testing, user acceptance testing, personnel recruitment, budgeting, project development, and 401K oversight.

Overall, James Scott brings a wealth of experience in client experience, business process solutions, product management, and retirement income products in the financial services industry.

James Scott received their Bachelor of Arts (BA) degree in Sociology from Colorado State University, where they studied from 1993 to 1997. In addition to their degree, James Scott obtained a certification in "Integrating Performance Management into the Hiring Process" from LinkedIn in August 2023.