Ashwini Walde Email & Phone Number

Philadelphia, PA, US

Greater Philadelphia Area

• Responsible for Janney's $65 billion advisory programs & platform of investment products & technology solutions, empowering 800+ financial advisors.
• Oversight of advisory program features, integrated technology, and strategic enhancements.
• Responsible for in-house development of the advisory platform, through collaboration with technology teams to build components like investment product screeners and investment proposals.
• Responsible for competitiveness of SMA investment shelf including expanded & customized offerings like ESG, Direct Indexing, and Tax Management solutions.
• Oversight of 3rd party asset manager onboarding & strategic vendor partnerships.
• Collaborate closely with Financial Advisors, Wealth Management operations, Legal, Compliance, Trading Support, and other Private Client groups

• Collaborated with Executive leadership, HR & other board members to:
• Set the foundation to identify key areas to promote diversity in, including leadership, workforce, recruitment practices & organizational policies.
• Led awareness keynotes to educate colleagues on DEI's workplace importance.
• Advised on structural changes in recruiting strategies, leadership programs, promotion practices, diversity training.
• Supported empowerment of Employee Resource Groups (ERG).
• Supported regular assessments to measure impact & accountability, celebrate success and recalibrate strategies.

• Drove strategy through implementation of cross-functional technological initiatives, as a project manager between Technology department and key business leaders in Wealth Management, Compliance, Marketing, Human.
• Successfully launched 10+ firm-level platforms utilized daily by 2200 employees; process included developing business requirements based on business needs and regulatory requirements, including Trade Surveillance.
• Furthered the BTL Office through collaboration with Head of Development to: establish a status-reporting infrastructure, optimize staffing and resources in response to business/project needs, vendor management.

• Built & managed a 30-member global QA team, overseeing quality assurance for strategic platform initiatives across Equity, Fixed Income, Derivatives, Real Estate business lines
• Accelerated career progression from Middle Office QA Lead to QA Manager within 2 years
• Aligned QA methodologies with the company's Agile transformation goals, enhancing product delivery speed
• Achieved 95% test coverage, reducing testing cost by 10% through leadership in test automation initiatives
• Managed QA budgets to optimize resource allocation and cost-effectiveness
• Developed and presented QA KPIs and strategy updates to Executive leadership, demonstrating a commitment to transparent communication and accountability for quality outcomes

• Led strategic initiative focused on data intelligence, meticulously analyzing business requirements and implementing advanced reports and validation rules. Spearheaded efforts to identify and address high-risk security.

• Advised Executive decision-makers in migration of legacy Portfolio Accounting System to newly-acquired Eagle product, optimizing efficiency & minimizing disruption.
• Spearheaded delivery of strategic 2–3-year roadmap & recommendation following assessment of core business areas & 60 sub-systems, stakeholder interviews and product mapping.
• Recognized with implementation exercise of significant value.

• Managed development & support team overseeing Bank's Investment Management operations built using Eagle STAR/PACE product & 200+ surrounding applications across the Bank's global footprint
• Led development efforts to address issues in Eagle product configurations or integrations, by engaging in business analysis, requirement documentation, development, QA/UAT testing & code installations.
• Ensured seamless system operation, improved efficiency with automated alert tools, and managed SLAs for consistent performance.

• Led development of Eagle STAR/PACE Investment Accounting & performance reporting software used by Institutional Asset Managers and Banks.
• Oversaw team of 6 and successfully launched new 'Mutual Fund' Module, featuring suite of 90 front-office reports.
• Responsible for PL/SQL to T-SQL database migration efforts for several clients employing Eagle products.

Post Graduate Diploma In Business Administration, Finance

Bachelor Of Engineering, Computer Science