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Andrea Smart is a Financial Services Leader.
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Managing Director, Retail Field Enablement ProgramsCharles Schwab Sep 2018 - Nov 2019Lone Tree, CoInitiated and enhanced high impact talent programs supporting the retail branch network and Schwab Private Client. Originated new pilot program inside Private Client (Advice Academy) to ensure a consistent pipeline of Certified Financial Planner talent for entry level advice roles. Strengthened Financial Consultant Academy coaching team, recruiting strong sales and leadership expertise. Achieved milestone of 200 FC Academy graduates placed in branch sales roles. Led team that authored and executed the Cannon Wealth Management training and certification plan for 300+ sales leaders over 9 months. Administered summer intern program with over 60 undergraduate participants. -
Managing Director, Talent Strategy, Retail Contact CenterCharles Schwab Oct 2014 - Sep 2018Lone Tree, CoCreated Financial Consultant Academy (FCA) from concept and led the program to become Schwab’s flagship retail sales skill development program, hosting over 450 participants since inception in 2015. Designed and recruited the program leadership roles and established cross organizational partnerships to support a successful launch in only 7 months. Produced and presented bi-monthly program updates to retail senior executives over 18 months. In the first 2 years, compared to the broader contact center talent pool, FCA participants achieved an average 15% higher Series 7 licensing pass rates, experienced an average of 7 months longer tenure and acted as the sole lead development group for incoming calls, contributing over $500M in lead opportunities. Led team that instituted contact center summer intern program, achieving nearly 80% of interns converting to full time roles. Oversaw 4 leadership development programs hosting over 200 emerging, new and tenured contact center team supervisors annually.
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Senior Manager, Charles Schwab Investment ManagementCharles Schwab Mar 2010 - Sep 2014Lone Tree, CoDeveloped new retail channel strategy for distribution of proprietary mutual funds and ETFs, requiring data analysis to create insights for a new story of opportunity for our retail partners. Collaborated with internal marketing group and outside creative agency, on a brand review and redesign of product collateral. Managed outside prospectus vendor relationship ensuring smooth delivery of product prospectuses and fact sheets.
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Director (Marketing) - Various PositionsCharles Schwab Nov 1986 - Aug 1999San Francisco
Andrea Smart Education Details
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Ba Economics
Frequently Asked Questions about Andrea Smart
What is Andrea Smart's role at the current company?
Andrea Smart's current role is Financial Services Leader.
What is Andrea Smart's email address?
Andrea Smart's email address is sm****@****wab.com
What is Andrea Smart's direct phone number?
Andrea Smart's direct phone number is +130352*****
What schools did Andrea Smart attend?
Andrea Smart attended Duke University.
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