Aaron Von Alst Email & Phone Number

Oaks, Pa

- Lead various teams focused on technology, conversions, product development and support (technology, integration, and custody), and adoption of online digital experiences- Develop and communicate strategic product roadmaps; identifying and capitalizing upon key revenue-generating initiatives- Direct solution development/delivery, liaising with vendors and development teams (internal and external) to drive adoption - Manage budgets and financial resource allocation- Facilitated $50B (AUA), 440K client accounts, and 5K advisory firms technology conversion, creating and scaling essential client training, migration, and communication procedures - Pioneered Adoption Team focused on driving client value and utilization of technology and services. Identified and implemented WalkMe, a personalized digital adoption platform, into the technology platform to provide a technically advanced end-user experience- Embedded the voice of the customer into solutions feedback development processes to provide user-centered improvements- Launched various client valued services in banking, trading, and cash management

- Led and developed customer service team of 30 employees, supporting advisors on the SEI Wealth Platform - Participated in development priorities and Agile processes- Maintained ownership of Middle Office PMO activities and issues for client conversions including war room leadership and support- Analyzed data to inform client conversions - Monitored client service levels/KPIs to ensure the on-time/within-budget performance of deliverables and maximum client satisfaction - Coordinated and led client service calls for critical clients to drive solution delivery - Owned and managed incident processes and incident response adoption

- Led analysis, design, build, training, testing, and implementation of process improvement initiatives using various enterprise technologies including Microsoft Dynamics CRM, SharePoint 2007/2010, and Hyland OnBase across 8 teams in multiple countries (US, UK, and Canada)- Project lead between operations, customer service, external business partners, and technical IT staff - Designed InfoPath Forms and SharePoint workflows- Developed cost benefit models for business process management program- Documented and automated operational trading processes for Global Institutional Active Management Strategies ($7 billion AUM)- Created management dashboard for key performance indicators globally- Documented current and future state workflows using Visio- Authored internal BPM “playbook” to create consistent project management approach

- Performed workflow analysis and implemented operational changes that improved quality and operational costs 60%- Managed and mentored daily operations and developed a team of fourteen team members- Assisted in the design, development, and implementation of a resource planning tool that significantly improved the allocation of personnel across operation teams- Educated financial advisors on retirement products and opportunities by authoring monthly newsletter- Partnered in development and implementation of operational wizards that improved efficiency by 60%- Provided training for new hires, internal and external clients- Utilized Trust 3000, Trust Office, and workflow systems to process monetary transactions for high-net-worth clients

Mba, Business Intelligence

B.S., Economics/Finance

Activities and Societies: Zeta Beta Tau