Ann Marcus Email & Phone Number

New York, NY, US

Greater New York City Area

Managing Director Dec 2019 - currentSenior leader and business subject matter expert accountable for all activities supporting resiliency, inclusive of the execution of firm-wide objectives across the Business, Operations and Technology teams.Head of Program and Project Management Team, who are responsible for the delivery of global programs which impact.

Jersey City, NJ

Member of the senior management team who leads the development and execution of strategies, goals and objectives of Broker-Dealer Services (BDS), reporting to the Chief Executive Officer. Oversees the Business Solutions and Project Management, Governance and Control, Information Risk, and Business Contingency teams.Bank of New York Mellon Broker Dealer.

Jersey City, NJ

Manage a team of project managers, responsible for all business aspects of project delivery within the Broker Dealer Services (BDS) area of BNY Mellon. Responsible for the planning, project management and governance of the Premium Solutions (Statement of Work) program, which seeks to provide clients with technology-based solutions to solve for their.

New York, NY

Manage the planning and execution of strategic programs within the Broker Dealer Services (BDS) area

New York, NY

Provided best practice guidance in the management of the program portfolio for the Derivatives Processing Center, including creation and maintenance of business case documents, monitoring of active projects and portfolios, reconciliation of program financials and headcount, coordination of annual investment initiatives process, and progress reporting to.

New York, NY

Responsible for project delivery of global multi-year programs which impact multiple market segments, regions and product areas. Provide strategic project leadership as it relates to project direction and objectives, program governance, business and technical design concepts, change readiness eduction/market, operating model framework, business case.

Marlborough, MA

Serve as operational excellence resource/consultant for Sales, Client Service and Implementation teams related to 401(k) investments. Communicate consistent and effective investment policies, procedures and practices, ensuring operational capabilities and constraints are well understood and agreed upon. Recommended and facilitated long term process and.

Marlborough, MA

Provided analytic, process design/management, and Six Sigma support and consultation to FESCo Risk Oversight. Collaborated with senior leaders to identify strategic business improvement projects to support business goals. Developed performance measures, standards and baseline approach, and tracked improvement efforts via leadership dashboards aimed at key.

Marlborough, MA

Worked with Fidelity Brokerage, Retirement Services, and Corporate Legal to provide compliance support on One-Fidelity initiatives

Marlborough, MA

Project Lead and point of contact for large scale projects and initiatives impacting the Business Compliance organization. Drafted, negotiated, and executed trust and/or recordkeeping agreements and amendments for Multi-Practice (401k, Defined Benefit, HR Services) clients

Marlborough, MA

Managed a group of Contracts Analysts whose roles were to develop, negotiate, and execute trust, recordkeeping, and various other types of agreements and amendments for Defined Contribution clients. Developed, delivered, and maintained training materials and work tools for the Contracts Administration team and internal partners. Led initiatives, special.

Marlborough, MA

Managed implementation projects and resources in support of Employer Benefit Plan recordkeeper/trustee conversions. Analyzed client documents and incorporate latest industry trends and regulations in developing project requirements, ensuring corporate compliance and evaluating business system solutions.

Jersey City, NJ

Managed day-to-day recordkeeping operations of a large corporate 401k Plan. Responsible for advising client on plan enhancements and coordinating new projects.

Jersey City, NJ

Responsible for all aspects of Defined Contribution and Flexible Benefit plan implementations, including setup, conversion, testing and training required for the asset and record conversion.

Nashville, TN

Mba, Marketing & Management

Activities and Societies: Inducted into Beta Gamma Sigma, International Honor Society for Business

Bba, Marketing, Business Administration

Activities and Societies: President - American Marketing Association Chapter Member of Student Government Legislative CouncilGraduated Cum.

As, Financial Services Management

Graduated with Highest Honors