Clifford Schoeman Email and Phone Number
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A strategic executive with a performance history and unique skill set that combines my extensive knowledge of wealth management, compliance, custodians, and team organization with comprehensive experience in product management, Fintech, and software integrations. Over the past 17 years, having joined a 2-person start-up through to its acquisition by Invesco, and its expansion into a leading global SaaS platform; I have established the ability to adapt, excel and lead in various roles, teams, and work environments. In my current role as Chief Product Office I am responsible for both our product management and investment product teams and capabilities. This allows us to combine our world class investment team's capabilities and experience with our market leading advisory platform to provide advisors with the flexibility and depth of capabilities their clients require. I am focused on evolving industry challenges and passionate about delivering products and solutions that simplify and improve our customers efficiency and capabilities.What makes me stand out from my peers:• Breadth of experience and track record of success: For over a decade I've built leading digital wealth solutions implemented by multi-billion-dollar firms covering the breadth of wealth management from client engagement, risk profiling, investment proposal, custodians, trading, compliance etc. • Unique skill set: By combining in-depth industry knowledge, experience in building technology platforms and product development I can identify, understand, and manage cross-functional needs and requirements to develop and implement leading solutions • Management and business experience: I have built and managed various teams and businesses including engineering, product, and trading. I have held an executive position for many years and perform sales and relationship roles with all significant customersCareer highlights where I have played a significant role include:• Responsible for the development, strategy and launch of the intelliflo TAMP• Deep partnership with multiple enterprise customers (State Farm, Citi Bank, KeyBank etc.) to provide end-to-end wealth management capabilities and TAMP services• Played an integral role in the development and growth of our digital wealth start-up (Jemstep Inc) from inception in 2008 through to its acquisition in 2016Key skills:✔️ Wealth Management & Financial Advice✔️ Trading & Operations ✔️ Compliance & Regulation✔️ Product Management & Design✔️ Cross-functional Execution✔️ Technology & Platforms✔️ Leadership & Strategy
Geowealth
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Evp Chief Product OfficerGeowealth Aug 2023 - PresentChicago, Il, Us
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Head Of Digital Wealth Product SigfigSigfig Jun 2022 - Aug 2023San Francisco, California, UsMy role: As Head of Digital Wealth Product, I was responsible for building and leading the Investment Management and Trading teams while developing and implementing our core product strategy. Working closely with Engineering, Sales, Partner Services and our Executive teams we developed a comprehensive range of leading wealth technology solutions to help our Partners and advisors improve their efficiency, capabilities and drive AUM growth and client satisfaction.About the company: A pioneer and leader in digital wealth, SigFig has evolved to focus on the full enterprise and end to end advisory solutions, offering a variety of white label advice and engagement solutions to leading financial institutions in wealth management and retail banking including UBS, Wells Fargo, Citizens, Santander, and Scotiabank.SigFig is backed by premier venture capital and private equity firms, including Bain Capital Ventures, DCM, Nyca Partners, Union Square Ventures, General Atlantic as well as leading strategic partners including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. -
Head Of Intelliflo Advisers (Subsidiary Of Invesco)Intelliflo Mar 2021 - Jul 2022Wimbledon, England, GbI led intelliflo's managed account platform. By combining intelliflo's range of robust wealth management technologies and our team of experienced professional services; we're able to offer advisors the capabilities, resources and efficiencies to support and scale their business.Trading, Rebalancing and Portfolio Management (TAMP)• Established the intelliflo outsourced portfolio management (TAMP) platform in June 2020 and launched in 2021. Responsibilities comprised the planning and execution of the new business line including required platform capabilities, team growth and resources, revenue and sales projections, budgets, compliance, and go-to-market strategy• Manage product requirements and integration needs for our TAMP from client onboarding; model management and investment capabilities; billing; reporting and portfolio transition logic, to minimize taxes in account onboarding and portfolio rebalancing• Partner with various model strategists, and analytics providers to provide leading investment capabilities to firms on our platform including UMAs, SMAs and direct indexing• Since launch in early 2021 the TAMP platform has multiple RIA customers and over $200MM under management, and have contracted with State Farm as the exclusive TAMP provider• Partnered with Invesco model solutions to design and launch a flexible “zero-fee” TAMP solution for RIAs in late 2021, successfully drove new prospects and clients and is a core sales and marketing focus• Focused on developing and implementing “next-gen” investment capabilities including direct indexing, mass personalization and tax optimization capabilities by collaborating with various teams, technologies, and specialists -
Head Of Product - Investments And TradingInvesco Us Mar 2008 - Mar 2021Atlanta, Ga, UsResponsible for the product development, analysis, and ongoing management of investment and trading solutions offered on the Jemstep digital wealth platform including: goal-based planning, client suitability, investment analysis and trading and rebalancing.Product Design and Management - Investment Management, Financial Planning, Client Behavior• Developed the configurable risk scoring, model mapping algorithm used in client suitability and onboarding aligned with regulatory requirements• Responsible for design and development of patented goal-based planning and investment ranking algorithms • Design, development, and implementation of the goal-based financial planning framework, calculations and APIs used on the platform • Help drive Invesco model portfolio adoption by partnering with the Invesco model strategist team to design “purpose built” model portfolios for targeted market segments and firm specific needs Business Strategy, Acquisitions, Sales, & Client Implementation• Driven multiple initiatives and product development efforts to consider, review, approve and launch new capabilities • Extensive involvement in all successful sales and implementation opportunities with significant enterprise firms to date – State Farm, Citi, KeyBank, Infinex etc.• Developed go-to-market strategy, initial target market segmentation and pricing in the 2021 launch of our TAMP services• Actively involved in prospect validation and the development of sales enablement toolsLeadership, Collaboration and Management• Led a team of software engineers for five years including overseeing the team’s successful growth from 10 to 45 engineers over a 12-month period post acquisition• Developed tools and processes that allowed HR and talent acquisition to scale significantly • Collaborate across Sales, Business Strategy, Product Management and Engineering in the ideation, design, development, and implementation of new platform capabilities -
Head Of Investment SolutionsJemstep Mar 2008 - Dec 2015Jemstep Inc was among the first B2C digital wealth platforms (robo advisors) offering a fully automated end-to-end solution. We later pivoted to a B2B2C model where we partner with multiple RIAs to provide white labeled digital wealth solutions until we were acquired by Invesco in 2016. My responsibilities are detailed above under Jemstep by Invesco.
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Treasury Product And PricingInvestec Mar 2005 - Feb 2008London, Greater London, GbI started as a treasury consultant on the desk assisting clients with cash investment needs and progressed to managing all retail Private Bank pricing and product development within 12 months. Main responsibilities:• Managed all daily pricing for retail fixed income treasury products• Developed and authorized structured pricing for corporate deals• Developed fixed income and treasury products to manage balance sheet risk exposures
Clifford Schoeman Skills
Clifford Schoeman Education Details
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University Of Cape TownEconomics -
Potchefstroom High School For Boys
Frequently Asked Questions about Clifford Schoeman
What company does Clifford Schoeman work for?
Clifford Schoeman works for Geowealth
What is Clifford Schoeman's role at the current company?
Clifford Schoeman's current role is CPO that builds solutions to bridge the gap between wealth management, clients, advisors and technology. Leveraging investment knowledge, product skills and experience to deliver value and leading solutions..
What is Clifford Schoeman's email address?
Clifford Schoeman's email address is cl****@****tep.com
What schools did Clifford Schoeman attend?
Clifford Schoeman attended University Of Cape Town, Potchefstroom High School For Boys.
What are some of Clifford Schoeman's interests?
Clifford Schoeman has interest in Investing, Cricket, Reading, Hockey, Golf.
What skills is Clifford Schoeman known for?
Clifford Schoeman has skills like Investments, Portfolio Management, Equities, Banking, Start Ups, Financial Risk, Strategy, Treasury, Financial Modeling, Equity Valuation, Business Strategy, Treasury Management.
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