Judy E. Nelson in

Judy E. Nelson

Examiner · DISC type sc
Chief Operating Officer at SS&C Technologies
📍 Greater Philadelphia, United States

With over 30 years in financial services, Judy E. Nelson serves as the Chief Operating Officer for SS&C Technologies Retirement Services. She specializes in leveraging technology and enhancing business processes to boost client experience and profitability. Her background includes executive programs at Harvard Business School and The Wharton School.

Outside of her core responsibilities, Judy is deeply engaged in her professional community. She actively participates in industry leadership events, such as the Deloitte University Retirement Industry Roundtable, and collaborates with peers to drive strategic initiatives and shape the future of retirement services.

Unique fact: Judy is a four-time winner of the prestigious J. D. Power Award and has been named "Call Center Executive of the Year. "

Read the full overview →
Experience
12 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Judy shows up

Process Oriented
Tough To Convince
Unexpressive

Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Judy cares about

Retirement Innovation
Her current role is focused on retirement services, and she recently announced a new technology innovation for plan onboarding to enhance the client experience at SS&C.
Client Experience
A core theme throughout her career, she focuses on creating technology solutions and business processes that deliver outstanding client experiences and organizational efficiency.
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Career

Work history

10-2022
Chief Operating Officer
SS&C Technologies
5-2020
Head of the US Retirement Services Business
Tata Consultancy Services
11-2018 - 5-2020
Managing Partner
Tata Consultancy Services Limited
1-2016 - 11-2018
Managing Consultant
BridgePoint Group, LLC
1-2013 - 1-2016
President, Consultant
J.E. Nelson LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1995 - 1997
Executive Leadership and Management Program
Harvard Business School
1990 - 1993
Executive Leadership and Management Program
The Wharton School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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