• Manage all aspects of the onboarding process and successful transition of new plans to our platform• Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders• Collaborate cross-functionally to provide support where needed and ensure the team is able to deliver against expected Service Level Agreements• Provide oversight in the creation and maintenance of the team/department’s knowledge base

• Lead product development responsible for developing and managing new workplace savings product offerings; Workplace Savings, Emergency Savings, and retirement services and fund custody portals.• Designed, developed, and managed a digital workplace and emergency savings platform that included: • Developed a digital plan sales selector tool for client plan assessment and selection. • Automated documentation generations; client PSA and Plan Prototype Agreement via Docusign. • Automated employer and employee welcome communications, onboarding and participation communications. • Digital platform with employer, payroll, and employee personas for plan management and payroll processing. • Digital platform investment line up auto reblancer for employer, employee and advisor rebalancing. • Developed and managed automated payroll integration platform for Manual, 360 and API payroll integrations. • Developed digital platform help center with next best AI based suggestions, based on question submission. • Dedicated client onboarding specialist team to assist employers with onboarding experience. • Created and maintained detailed client onboarding guides to drive self-service employer onboarding.• Thorough knowledge of SIMPLE, SEP, SOLO(k) plan lifecycle, from point-of-sale to plan design to participant rollout.• Developed and executed product roadmaps with focus on measurable outcomes, regularly shared with stakeholders.• Gathered and documented business requirements, authored user stories and provided context for new product launches.• Managed external 3(38), data vendor and KYC search relationships; Lexis Nexis, Morningstar, and Berwyn Group.• Partnered closely with sales team to solicit customer feedback to drive enhancements and new market opportunities.• Drove API integration capabilities for Custody Services/Alternative Investments.

• Created and utilized custom-built programs, proprietary software, and data to produce on-demand research for clients. • Facilitated relationships with external clients at The Wall Street Journal, The Washington Post, The New York Times, Financial Times, Barrons, Kiplinger, IBD• Demonstrated comprehensive understanding of investment markets in both the US and Europe for mutual funds, exchange-traded funds, equities and fixed-income.• Recruited and trained all department research analysts

• Developed, programmed, tested and implemented new and existing quantitative methodologies• Coordinated and documented technical requirements for media research in Corporate Communications

• Managed a team of 30 data analysts, increasing productivity by 30% within the first year through streamlining processes and updating technology• Developed cross-departmental training program to increase retention and develop career paths for department personnel• Forecast and managed department budget and goals