Strategic Project Manager
St. Louis, Missouri, Us
Project Manager, Strategic Management Office “SMO” – Retail Brokerage● Served as the release manager/ product owner “PO” for the suite of client on-boarding and maintenance applications focused on integrating AML/ KYC, Legal, and Regulatory Compliance requirements via systemic business controls and process automation. ● Managed enhancement & bug fix backlogs and oversaw the prioritization efforts for quarterly & monthly off-cycle releases amongst 4 multi-channel business groups – Private Client Group, Investment Services Group, Independent Financial Network, and Corresponding Clearing Group. ● Developed multi-channel business requirements, test plans, training & communications, policies & procedures, and provided production & post-implementation support with the goal of cross-channel uniformity where possible. ● Provided internal consulting services to multi-channel business groups to identify new and existing process simplification opportunities across front and back office operations. ● Relocated to Saint Louis, MO from Richmond, VA to continue to serve as Product Owner of the client on-boarding and maintenance applications in support of the A.G. Edwards (c. 2008) and Wells Fargo (c. 2009) respective mergers.