Ervin R. Bondoc

Strategic Campaign Advisor | Financial Services Leader

Ten-plus years driving client relationships, campaign strategy, and operational excellence in banking and wealth management. Focused on affluent market growth and measurable results.

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Ervin R. Bondoc

Experience

Career progression across top-tier banking and financial services, with a focus on affluent clients, campaign strategy, and operational leadership.

CorpayWells FargoFirst Republic BankJPMorgan Chase

Strategic Campaign Advisor

Current

Corpay

  • Develop and execute strategic campaigns for financial services clients, driving measurable engagement and conversion
  • Advise and retain high-value accounts through tailored solutions and proactive relationship management

Leadership & Client Advisory

Previous

Wells Fargo

  • Led affluent segment initiatives that grew client acquisition and strengthened retention across the book
  • Directed cross-functional teams and collaborated with partners to exceed sales and operational targets

Ranked performer in sales and operations

Wealth & Banking Advisory

Previous

First Republic Bank

  • Delivered wealth management and private banking solutions that expanded client portfolios and deepened relationships
  • Provided high-touch strategic advisory and coordinated with internal partners to meet complex client needs

Banking & Operations

Previous

JPMorgan Chase

  • Drove process improvements and client service standards across core banking and wealth support operations
  • Mentored and developed team members while consistently meeting service-level and compliance goals

10+ years combined leadership experience

Expertise

Core competencies developed over 10+ years in banking and wealth management.

Client Relationship Management

Building and sustaining long-term relationships with high-net-worth and affluent clients through consistent communication and tailored solutions.

Strategic Campaign Development

Designing and executing data-informed campaigns that align with business objectives and drive measurable client engagement and growth.

Wealth & Investment Advisory

Providing guidance on investment strategy, portfolio positioning, and wealth planning in compliance with regulatory and firm standards.

Team Leadership & Development

Leading and developing teams to deliver on sales, service, and operational goals while fostering a results-oriented culture.

Financial Analysis & Reporting

Producing clear, actionable analysis and reporting to support decision-making and client conversations.

Credentials

Licensed and educated to serve clients at the highest standards.

Licensing

  • Series 66
  • Series 7
  • Life Insurance
  • SIE

Education

Bachelor of Science, Business Administration

San Francisco State University

Contact

Connect for advisory, speaking, or partnership opportunities.

Get in touch

ervbondoc@gmail.com

Available for speaking and advisory engagements.