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.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.

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.
• 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