James Song

Head of Distribution @Tend

United StatesAdvisorPartnerships ManagerBusiness Development ManagerAccount Manager🏦 Finance👍 Sales & BizDev🔥 Startup Founder

Throughout my 15+-year career, I have established a reputation as someone who is driven by strategic goals, undeterred by obstacles, and committed to improving process flows for others to follow. My work experience encompasses all aspects of business development, client management, and operations. Controlling cost of sales, sales and account management team oversight, revenue goal setting, performance management, and client feedback based process improvements have all been integral components of my day to day responsibilities in my past and present roles.

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Work Background

TendHead of Distribution

Feb. 2022Responsible for managing relationships between Tend and its partners. In charge of developing new partnerships, maintaining current partnerships, and overseeing any other activities to drive meaningful and revenue generating connections. Negotiating new partnerships with potential partners in order to establish mutually beneficial relationships.

PefinVice President Business Development

Apr. 2018 - Feb. 2022Responsible for developing new market initiatives, assessing new markets, and analyzing business opportunities. Conducted financial feasibility studies and developed proposals for new business opportunities. May also be accountable for licensing initiatives and programs; duties include negotiating contracts, initiating proposals, and closing deals.

ZergNetDirector Of Business Development

Feb. 2017 - Apr. 2018Worked with product, account management, and executive teams to create and implement business solutions consistent with corporate goals. Develop and grow relationships with over 2,000 publishers, including AOL, Time Inc., CBS, and News Corp. Identify and quantify new client opportunities while cultivating and developing new and existing client relationships.

MGIDVice President Of Business Development

Feb. 2016 - Feb. 2017Supervised team of business development managers and account managers to drive sales growth through networking, relationship building, affinity partnerships, and referrals. Developed strategic relationships with publishing partners to increase supply for the advertiser base. Established and implemented sales objects and strategic, tactical, and marketing business plans to increase overall sales. Spearheaded development of action plans to penetrate new markets

AUDIENCEXVice President of Operations and Business Development

Jun. 2014 - Feb. 2016Developed initial partner relationships, drove term sheet proposals, negotiated key terms, and structured agreements to expand partnership base consistent with prioritized areas for the company. Drove business development initiatives aligned to overall corporate strategy. Explored and evaluated inbound, non-solicited partnership opportunities that arise. Led recruiting efforts and hired six members of account management and sales team, and managed team to ensure optimum performance.

Wells FargoAVP Private Banker

Jan. 2013 - Jan. 2014Developed a High Net Worth client base for marketing investment risk management, debt financing, retirement planning, and family trust products and services. Established a local community network and relationships with Centers of Influence to generate prospects. Organized and delivered seminars on financial markets.

Merrill LynchPrivate Banker AVP

Jan. 2011 - Jan. 2013Built clientele of mass affluent B2B and B2C clients across Investments, Deposits, and Credit services platforms. Analyzed asset portfolios, researched markets and products, and prepared personalized client proposals. Delivered presentations at luncheons and seminars to generate leads.

JPMorgan Chase & Co.Financial Advisor - VP Investments

Jan. 2009 - Jan. 2011Developed retail wealth management book of business from branch referrals and self-sourcing, cross-selling commercial banking products, insurance, and small business loans. Aggressively networked and contacted prospects in order to generate large opportunity lists.

CitiRegistered Brokerage Associate/ Junior Advisor

Jan. 2006 - Jan. 2009Analyzed portfolios, researched markets and products data, and prepared client proposals to service ultra-high net worth clientele. Provided impeccable customer service by executing real-time trades, resolving complex inquiries, and ensuring thorough compliance with all regulatory agents. Contributed to team cross-selling, external partnerships, and group marketing activities.