Vice President - Senior Product Manager - Digital Strategy
CurrentProduct Development for Investment Advisory Services and Global Fund Services in Wealth Management, Platform Data Analytics, and MarketingIdentified the digital strategy for the Investment Advisory Service and Global Custody business and created a sustainable digital roadmap for business goals, prioritizing the highest predictable value returns. Analyzed complex business cases to determine product feasibility and product Return on Investment (ROI).Led product and development teams to deliver: - New portal for client account acquisition regulated by the Securities and Exchange Commission (SEC). The portal decreased the account acquisition time, increased the existing volume of business, reduced not in good order accounts, and eliminated manual processes.- Scaling the existing portal’s mobile strategy for IOS and Android users impacting portfolio, assets, and trades access.Orchestrated product launch plan aligned with impacted organizations and stakeholders. The plan included delivery schedule, product short-term and long-term positioning, and competitive analysis. Product marketing campaigns execution strategy and distribution plan. Current and future risk analysis. Internal and external product communication, training, demos, videos, and support plan.Built high-performance teams with high energy and throughput. Created transparency for how we measure success. Gave recognition where deserved. Cultivated a model for emotional intelligence.