Sandy, UT — October 9, 2024 — Telarus, a leading global technology services distributor (TSD), announced today the appointment of Julie Peoples as Chief Customer Officer (CCO). With a distinguished track record in client service leadership, Peoples brings over 20 years of expertise to the company, marking a strategic move by Telarus to further elevate its advisor-centric approach. This appointment underscores Telarus’ commitment to innovation and continuous improvement in providing best-in-class support to its technology advisors.
A Leader with Proven Experience
Julie Peoples joins Telarus with a wealth of experience in leading client service teams at top financial institutions. Previously serving as Senior Vice President of Client Service at Kestra Financial, Peoples managed key organizational areas and spearheaded the development of high-performing teams. At Advisor Group (now Osaic), she established and led the Center of Excellence for wealth management advisors, focusing on enhancing service delivery and operational efficiency.
Peoples’ extensive background in managing complex organizations and building high-performing teams has equipped her with the unique skill set needed to drive transformation at Telarus. In her new role as CCO, she will focus on advancing customer service operations and setting new industry benchmarks for advisor satisfaction.
Driving Innovation in Customer Experience
As Chief Customer Officer, Julie Peoples will be responsible for leading all customer-facing support duties, including pricing, order management, advisor experience, and commissions experience. This strategic role will allow Telarus to continue its mission of delivering superior service to its network of technology advisors.
Key responsibilities for Peoples in her new role include:
- Pricing and Order Management: Streamlining processes to ensure advisors can efficiently source and purchase the right technology.
- Advisor Experience: Elevating the overall experience for Telarus advisors through continuous improvement and service innovation.
- Commissions Experience: Ensuring transparency and accuracy in commission reporting for Telarus advisors.
Her leadership will build on the foundation laid by Telarus CFO Joe Radzis, who previously oversaw these operations. Radzis will now focus exclusively on the financial aspects of the business, while Peoples dedicates her efforts to enhancing the customer-facing operations.
Strengthening Telarus’ Commitment to Advisors
Telarus CEO Adam Edwards expressed excitement over Peoples joining the executive team, stating, “We are thrilled to welcome Julie, whose deep commitment to superior service aligns with our values. Her experience from the financial industry and passion for excellence will strengthen our best-in-class support reputation.” Edwards emphasized that Peoples’ expertise in client service will play a critical role in driving further innovation for Telarus, ultimately benefiting both advisors and their end-user customers.
Under Peoples’ leadership, Telarus aims to push new boundaries in advisor support, continuing its mission to be the premier partner for technology advisors worldwide. With an emphasis on delivering high-impact solutions and providing deep market insights, the company is well-positioned to scale its services and deliver unparalleled advisor satisfaction.
Key Initiatives Under Julie Peoples’ Leadership:
- Streamlining pricing and order management to enhance efficiency.
- Elevating the advisor experience with innovative service models.
- Ensuring accuracy and transparency in commission processes.
A Vision for the Future
Peoples expressed her enthusiasm about joining Telarus, noting the company’s strong customer-first values and its dedication to empowering technology advisors. “I’m honored to join such a dedicated team of service professionals,” she said. “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.”
As Telarus continues its mission of driving impact through technology, Peoples’ appointment signifies a pivotal moment in the company’s commitment to setting new standards in customer service. By leveraging her leadership, Telarus aims to enhance its advisor-focused solutions, helping technology advisors navigate the evolving landscape and achieve long-term growth.
