On October 9, 2024, Telarus, a leading global technology services distributor (TSD), announced a significant addition to its executive team. The company has appointed Julie Peoples as its new Chief Customer Officer (CCO). This strategic hire leverages Peoples’ two decades of experience in client service to enhance the company’s support for its network of technology advisors, signaling a renewed focus on customer-centric innovation.
A Proven Leader from the Financial Sector
Julie Peoples comes to Telarus with an impressive background in leading client service operations at major financial companies. Her experience is marked by a consistent ability to build and manage high-performing teams focused on exceptional service delivery.
Before joining Telarus, Peoples served as the Senior Vice President of Client Service at Kestra Financial. In this role, she was instrumental in managing key organizational areas and developing top-tier service teams. Her leadership directly contributed to improved client satisfaction and operational efficiency.
Her career also includes a significant tenure at Advisor Group, which is now known as Osaic. There, she founded and led the Center of Excellence, a division dedicated to supporting wealth management advisors by refining service processes and enhancing support structures.
New Role to Drive Advisor-Centric Innovation
As the new Chief Customer Officer, Julie Peoples will oversee all customer-facing support functions at Telarus. This consolidation of duties under a single, experienced leader is designed to create a more streamlined and responsive experience for the company’s technology advisors. This move underscores Telarus’ commitment to setting new industry standards for advisor satisfaction.
Her primary responsibilities will include:
- Pricing and Order Management: Making it easier and more efficient for advisors to source and procure technology solutions.
- Advisor Experience: Implementing new service models and innovations to elevate the overall support journey for advisors.
- Commissions Experience: Improving the transparency, accuracy, and timeliness of commission reporting and payments.
These operational areas were previously managed by Telarus CFO Joe Radzis, who will now be able to dedicate his full attention to the financial strategy and health of the business.
Strengthening Telarus’ Executive Leadership
The appointment of Peoples has been met with enthusiasm from the Telarus leadership team. CEO Adam Edwards highlighted the alignment between Peoples’ expertise and the company’s core values.
“We are thrilled to welcome Julie, whose deep commitment to superior service aligns with our values,” Edwards stated. He added that her experience from the financial industry and passion for excellence will strengthen our best-in-class support reputation. This hire is seen as a critical step in driving further innovation that will ultimately benefit both the advisors and their end-user customers.
| Executive | Title | Area of Focus |
|---|---|---|
| Julie Peoples | Chief Customer Officer (CCO) | Customer-facing operations, advisor experience, and service innovation. |
| Joe Radzis | Chief Financial Officer (CFO) | Financial strategy, planning, and business analytics. |
| Adam Edwards | Chief Executive Officer (CEO) | Overall company vision, strategy, and market leadership. |
A Vision for Enhanced Customer Service
Julie Peoples expressed her excitement about the new role, citing Telarus’ strong customer-first culture as a key reason for joining the company. “I’m honored to join such a dedicated team of service professionals,” she said.
Peoples is eager to apply her extensive background to her new responsibilities. “With my two decades of experience in driving continuous improvement and innovation, I am eager to help fuel the growth of technology advisors and strengthen Telarus’ position as the best partner for them,” she explained. Her leadership is expected to be a pivotal force as Telarus continues to scale its services and empower advisors in a rapidly evolving technology landscape.
