Adam Clark, Mba, Cspo Email & Phone Number

Austin, TX, US

Austin, Texas, United States

• Established standard for cross-enterprise executive reporting for quarterly meetings to Schwab's Executive Council, Board of Directors and Investor Relations, highlighting market research and competitive landscape
• Led strategic initiatives and cross-functional teams on priority projects like SuperApp, Value of Digital and Performance Reporting, partnering with Product and Data Analytics leads and presenting actionable.
• Represented Schwab's Digital enterprise on prioritized strategic initiatives that supported broader business needs with a wide range of 50+ stakeholders, developed employee experience and talent strategy supporting.
• Chaired monthly Digital Chief of Staff forum, bringing together 8 business lines to align on messaging, solve challenges, and support cross-enterprise strategic outcomes
• Owned enterprise-wide intern program working across 25 directors and talent acquisition to identify and hire top talent into the organization
• Cascaded digital messaging forward for enterprise that supports digital transformation and experiences across all business units, incorporating 30 key OKRs into enterprise-wide events such as All Hands presentations.

Austin, Texas, United States

• Defined, planned, and executed high-impact business initiatives for Schwab's retirement enterprise and 401k division to enhance the participant and client experience for organization totaling $250 billion in client.
• Partnered closely with Executive Vice President and leadership team to create organizational presentations, refresh the long-term corporate strategic plan, and craft quarterly enterprise updates for senior-level.
• Drove weekly agenda topics and takeaways for Schwab's workplace leadership team meetings and drafted bi-weekly business status reports submitted to CEO
• Led monthly, quarterly, and annual leadership reporting including 100+ metrics defining Schwab's retirement business, financials submitted to the Federal Reserve, and client engagement program resulting in 10% YoY.
• Chaired first of its kind user experience research lab working closely with UX design, content strategy and project teams, facilitating client testing sessions garnering insights and feedback for highly visible digital.
• Built competitive intelligence program and market research for leadership teams using communication plans on competitive landscape overviews and new products entering the marketplace

Austin, Texas

• Drove implementation of highly visible and cross-functional initiatives for Advisor Services Learning Systems, Schwab Bank, and Digital Experience enhancing digital products for 7,500 independent advisors
• Acted as a thought partner to primary business leads in a variety of business segments, ramping quickly to understand needs of the project and offering insights and recommendations
• Led weekly leadership calls with vice presidents, directors and senior managers to decide on high-priority project prioritization
• Responsible for financial forecasts, project cost assumptions, and provided on-going reconciliation for resources and other project-related expenditures totaling $23M dollars project portfolio
• Proactively updated 60+ business leads, technical teams, and project leadership on project status, and continuously removed blockers and identified downstream impacts to ensure successful project delivery
• Built relationships at all levels across the firm, establishing myself as a trusted project partner in client experience, project services, sales and technology enterprises

Volunteer scoring official for final five pairings on weekend rounds of major championship golf. Supervisor of local scoring volunteers at Open championships around the United States and Europe. Ensure scoring procedures complete precisely and in timely manner for television broadcast.

Austin, Texas Area

• Partnered with the University of Texas at Austin on implementation of $6M federally-funded studies while collaborating with multiple teams to build an innovative hospital program used as model for state of Texas
• Presented monthly statistics, forecasts, and recommendations to hospital administrators, senior leadership and key stakeholders defining opportunities to improve value
• Optimized trauma services research program and increased portfolio from 15 to over 40 studies through process improvement initiatives, performance measurements, and executable strategies
• Managed research program for Seton Surgical Group consisting of 8 trauma surgeons and planned activities for research staff of 15 including defining project scope, team assignments, scheduling timelines, project.
• Served as sole liaison to the trauma services department and the hospital’s Institutional Review Board Key Accomplishments
• Team member awarded grant by UT-Austin LBJ School of Public Affairs to implement PTSD clinical study, manage internal budget and oversee day-to-day operations

Master Of Business Administration (Mba)

Activities and Societies: Beta Gamma Sigma International Honor SocietyBeta Gamma Sigma

Bachelor Of Arts, Psychology