Amy Unckless Email & Phone Number

Greater Boston Area

Independent financial services consultant specializing in helping organizations navigate rapid growth and other organizational changes. Recent engagements include:- Conducting an organizational assessment and providing recommendations for growth for an Asset Management firm’s intermediary sales unit- Conducting a product and service audit and competitive analysis for a Private Bank- Recommending new governance structure and transition strategy for an Investment Consulting firm- Helping to drive strategic transformation efforts at a Private Equity firm, including identifying future ways of working and developing training to support leaders in making the shift- Developing a 3-year data analytics roadmap for an Intermediary Sales organization- Designing and facilitating strategic planning and team development offsites

Boston, Ma

Lead four profitable US Intermediary businesses: Private Wealth Management; Ameriprise relationship; Defined Contribution Investment-Only (DCIO); and 529 Savings Plan. Also recently took on responsibility for the Registered Investment Advisor (RIA) channel.March 2012 - April 2016As leader of Private Wealth Management and 529 Business units: • Rebuilt relationship with large Private Bank; resolved legal agreements and improved net flows meaningfully in years 1 and 2. • Led sales expansion into other Private Banks; quadrupled gross sales in two years; developed strategy to identify target private banks and enhanced overall field sales effort. • Launched a new multi-manager 529 plan after winning contract rebid with S. Carolina; lncreased sales in each year since relaunch; Oversaw marketing and sales initiatives to continue to grow the business.April 2014-April 2016Took on responsibility for 3 additional businesses/relationships:• Conducted end-to-end assessment of distribution relationship with Ameriprise Financial (parent company) to identify and address areas of improvement. Executed multifaceted plan to improve strategic partnership, including product development, value-add programs, advisor segmentation, marketing, sales strategy and training. Increased share across all platforms and achieved positive net flows for first time in 15 years.• Led 2-year effort to improve sales effectiveness, including appointing new DCIO sales leader, assessing product gaps, improving product positioning and training, and redesigning incentive structure to better align with business objectives.• Served as primary liaison to Acorn Mutual Fund Board, working closely with Board Chair and Trustees to provide updates on sales results and improve overall partnership and effectiveness.

Boston, Ma

Led all cross-functional aspects of conducting daily business: developed strategic priorities; oversaw financial and risk management; executed complex initiatives; guided profitability initiatives.• As Business Lead for Globalization of Asset Management unit, managed large-scale initiative to design and implement global business model; increased collaboration across US, UK and Asia units, including joint product development, financial reporting, research sharing, institutional sales coverage, business management routines and legal and regulatory coordination. • As Business Lead for Columbia Management’s integration into Ameriprise Financial, oversaw organizational redesign, staffing, mutual fund mergers, sales territory and governance structure alignment and coordination with technology integration team.• Key Risk Management roles included President of Broker Dealer, Chair of Management Risk Forum and Chair of Code of Ethics Committee; ran business continuity and operational risk planning; served as Liaison to Corporate Crisis Response Team and legal, compliance and audit groups.• As right hand to Columbia Management’s CEO/President, helped lead the business on a daily basis; directed internal and external messaging and financial reporting to key constituents from Ameriprise CEO to Mutual Fund boards to internal staff.

Boston, Ma

Led business management for Columbia Management’s President; conducted strategic planning and financial, data and change management; coordinated Columbia’s divestiture from Bank of America; ran due diligence process; assisted legal team with deal documents; led transition planning.

Boston, Ma

• Headed HR for Wealth Management divisions: Columbia Management (2004-08); Retirement (2008); Alternative Investments (2007) and Private Bank (2003-04); oversaw support functions, including strategy, marketing, operations, call centers and regulatory implementation.• Strategically and successfully guided Asset Management business through significant changes, including US Trust acquisition (2006), market timing inquiry and Fleet Bank acquisition (2004) and numerous restructurings.

Boston, Ma

Provided executive coaching and leadership support to the Private Bank’s President; implemented comprehensive talent management process, including succession planning, 360 assessments, organization development, performance management and employee surveys.

New York, Ny

As a Senior Consultant, Change Management, led merger and acquisition projects for clients in financial services, pharmaceutical, entertainment and telecommunications; specialized in executing large-scale organizational change, organizational capability building and comprehensive training.

As a Research Associate, developed and executed assessment measures, performance management processes and change plans for large government intelligence and aviation clients.

Bachelor Of Science (B.S.), Communications

Master Of Science (M.S.), Industrial And Organizational Psychology

Doctor Of Philosophy (Phd), Industrial And Organizational Psychology