Ashley Jefferys Email & Phone Number

Jersey City, Nj, Us

Designed and led Vanguard’s first program and CRM/AI tool to capture, analyze, and respond to omnichannel client feedback, partnering with cross-functional departments to impact a user base of over 50 million clients.Developed and led a multi-year strategy and program for incorporating client feedback into decision-making processes across divisions. Drove end-to-end solutions for top Wealth Management technical issues aimed at client satisfaction and employee efficiencyDelivered monthly C-suite and executive- level client experience reports, offering insights and recommendations, and implementing strategies Lead cross-functional projects for technology and digital client experiences, working with IT, data analytics, and product owners to execute on timely deliverables. Coordinates transformation activities to improve product adoption and change management

Established and led a team of senior investment advisors and project managers providing oversight and project support to Wealth ManagementDrove projects that achieved operational efficiencies resulting in significant waste savings and reduction in employee training costs. Enhanced customer experience by streamlining over 100 internal policies and procedures and improving technology experience gapsFunctioned as Hiring Manager for over 100 Wealth Management Advisors, led team of senior trainers, and developed department-wide training program

• Directed and organized meetings and special events in Wealth Management, ensuring seamless coordination and leadership.• Managed executive-level, cross-divisional stakeholders for critical business planning sessions, driving growth goals.• Produced and presented monthly client experience analysis reports, delivering insightful recommendations to senior managers, contributing to informed decision-making and strategic initiatives.

• Managed and trained Ultra High Net Worth registered advisors, driving success in consultative sales and customer satisfaction.• Recruited and onboarded 60+ Wealth Management employees, leading a training program redesign for improved new hire proficiency.• Initiated and led the development of the Customer Satisfaction Medallia survey for Wealth Management to gather data-driven client insights.

• Coordinated change initiative deploying LEAN Management and AGILE systems for 8k employees and senior leaders.• Led stakeholder management and facilitated trainings for streamlined organizational outcomes.• Partnered with McKinsey consultants to analyze processes resulting in hundreds of hours in waste savings.

• Assisted clients in achieving financial goals through asset allocation and account maintenance.• Contributed to business growth by building strategic relationships and implementing account strategies.• Led and trained newly hired employees as a Series 7 and 63 proctor, coach, and training facilitator.

• Analyzed call data to uncover customer experience needs and influence journey improvements.• Drew insights from client trends to prioritize business decisions and increase client success.

State College, Pennsylvania Area

Call over 300 alumni of Penn State weekly to help advance college academicsConsult and aid alumni in charitable donations to college programsCold calling sales experienceDevelopment of strong communications and consulting skills

Williamsburg, Va

Worked with clients and accountants on individual accountsReconciled client expenses and incomeOrganized accounts for over hundreds of businessesProficient in Quickbooks, Excel Word, Outlook, and Powerpoint

Bachelor Of Science - Bs

Dean's List, Teaching Assistant

Accounting