Graham Jarvis

Energizer
DISC Type : I

Head of Strategic Operations and Relationships at Attivo

West Malling, England, United Kingdom

Overview

Graham is a seasoned Operations and Middle Office Manager with over two decades of experience in the Investment and Private Wealth Management sectors. In his current role as Head of Strategic Operations and Relationships at Attivo, he leverages his expertise in developing client-centric solutions. He holds a Bachelor of Arts from Solent University and is a Chartered MSCI.

He has a proven track record of leading significant operational changes, including managing the full review and selection process for new custodians and service providers to enhance business capabilities.

Personality Overview

Informal

Believer

Full Of Energy

They are really good at seeing what the long-term impacts of their decisions could be.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Strategic Operations
His current role is Head of Strategic Operations, and he has a history of developing new operating models in previous positions.
Client-Centric Solutions
Emphasizes seeing through the “eyes of the client” to identify the best solutions for both the customer and the business.
Operational Change
Served as an Operations Change Manager at Evelyn Partners, focusing on remediation projects and enhancing controls to mitigate compliance risks.

Media Appearances

Graham Jarvis - Executive Bio, Work History, and Contacts - people. Featured in Equilar

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Work History

1-2024
Head of Strategic Operations and Relationships at Attivo
1-2022 - 8-2023
Operations Change Manager at Evelyn Partners
8-2018 - 1-2022
Operations Technical Specialist Manager - Tilney Investment Management at Evelyn Partners
8-2008 - 8-2018
Operations Manager (Tilney Investment Management formerly Ashcourt Rowan) at Evelyn Partners
8-2003 - 8-2008
Operational Specialist (Savoy Investment Management / Ashcourt Rowan) at Evelyn Partners

Education

Chartered MSCI from The Chartered Institute for Securities & Investment (The CISI)
Bachelor of Arts - BA from Solent University

More Information

Social Presence :

Prographics :

Exp : 25 Location : West Malling, England, United Kingdom Job Level : Mid-senior Designation : Head of Strategic Operations and Relationships at Attivo
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Insights For Selling To Graham

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Graham is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Graham

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Graham move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Graham take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Graham

Personality Compatibility


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