Anand Mehta Email & Phone Number

Alpharetta, Ga, Us

Milwaukee, Wisconsin, United States

Strategy, planning, execution and change lead for the Private Client Group segment of sales distribution. Accountable for driving direction, execution and ROI of large program to establish a competitive segment of elite advisors catering to high-net-worth consumers.

Milwaukee, Wisconsin

Guide fact-based strategy for CX, sales growth, operational efficiencies and product line decisions, incorporating industry best practices to drive pacesetting revenue growth in a highly competitive market. Sought as the foremost advisor to C-level executives on vision, enterprise roadmaps, and consumer research due to subject matter expertise and excellent communication skills. Direct operational/innovation priorities to directly match strategic priorities and client insights involving a team of matrixed cross-functional staff; drive constant improvements in handling risks/enterprise value alignment.  Promoted up to Senior Director of Client and Digital Experience Strategy, defined product and financial planning strategy meeting strict requirements, driving cost avoidance ($10M+) and prioritized backlog.  Established best-in-class digital strategy for financial advisor needs which incorporated triangulating research, economics and people/talent capabilities around CRM, advisor portal, and more, and effectively quantified relative benefits of a large-scale transformation CRM effort.

Milwaukee, Wisconsin

Led 40+ diverse individuals in matrixed organization to innovate and reimagine onboarding path for 2K+ financial advisors annually across 200+ offices in sales distribution, overcoming complex challenges through ingenuity and a superior understanding of financial services. Incubated ideas and raised startup firm within organization to digitize referrals using propensity models, administering a budget of $5M and acting as the primary liaison with senior executives and stakeholders.  Increased productivity (50% in specific tasks), new advisor satisfaction (NPS), client centricity, and financial planning capabilities against major organizational challenges.  Advised and aligned C-level stakeholders to co-create with a focus on empathy and human-centered design, collaborating with design thinking firm in authoring best practices, common issues, and lessons learned as part of business process transformation.  Managed multiple agile teams and delivered digital tools to transform advisor experience and enhance efficiencies, including the digital portal effort which overhauled a vital process and elevated related productivity metrics by 20%.

Greater Milwaukee Area

Helmed articulation of the client experience strategy, identified 200+ distinct client touchpoints via journey mapping, and initiated programs to successfully address 20+ pain points in interactions; directed teams to organize large amounts of data and effectively distill insights. Identified pain points/moments of truth across digital experience and spearheaded transformational culture change to consistently promote a client-centric mindset, with efforts cited as essential to a company relevance and future growth.

Greater Milwaukee Area

Orchestrated crucial corporate product and technology efforts to roll out systems/product enhancements in insurance product lines, positively impacting revenue and supporting substantial increases in overall business growth. Led major projects ($100M+) with multiple teams (300+ team members) to build/enhance insurance products/processes and reengineer operations meeting strict deadlines. Defined governance, process, and standards to improve efficiencies, increase transparency, and speed to output; realized average schedule and budget variance which exceeded goals, and acted as an internal advisor to other managers. Chosen as outcome manager for a large corporate project to bring LTC administration and systems in-house, guiding outstanding group of 200+ to secure savings of $40M with no disruption to clients, product sales, or distribution; earned commendations for stellar work ethic and swift reactions to emerging project concerns.  Re-platformed extensive financial systems to enhance operational cycles 50% and improve accuracy 20%, using techniques which were later scaled out to 5 other projects representing 30% of all company income.  Enforced frameworks/standards and metrics/KPIs for large project/program management group to realize consistency and efficiency across business functions; championed the use of standard and simplified practices to remediate performance and reporting gaps, including work to establish governance model across multiple insurance projects.