Drive account-wide engagement programs across a complex, global organizational structure (working to understand/sustain/improve employee engagement) and maximize retention.
January 11, 2023
Manage all aspects of technical and creative projects, including project planning, execution, timing, functionality, troubleshooting, quality, and cost.
March 11, 2023
Support periodic focus groups with Wealth Management clients and identify opportunities to change the service model accordingly.
March 21, 2023
Build and manage an industry knowledge by staying current on industry publications and newspapers, client web sites, conference materials, consultant and other databases, etc.
March 23, 2023
Acts as a user acceptance tester on behalf of clients prior to feature implementations that could affect the service level of the product sets for specific client needs.
April 08, 2023
Communicates information regarding products, pricing and organizational decisions to internal and external partners verbally and in writing.
April 17, 2023
Develops detailed product plan to achieve long and short term financial objectives (1-3 years) for assigned state(s) and product(s) based on high level corporate objectives.
April 21, 2023
