Dan Steven Email & Phone Number

West Hollywood, Ca, Us

New York, Ny, Us

Leads vision, strategy, and execution for all facets of the Digital Client Solutions practice at this Fortune 500 financial services corporation. Scope of accountability includes the development and implementation of a new advisor workstation for Wealth Management that empowers financial advisors to more effectively manage their books of business. Collaborates with key stakeholders across business lines to achieve consensus on a product development roadmap and strategy. Valued as a top contributor with strong industry experience and a proven record of project execution.- Orchestrated and executed a project to build the new client digital service platform, resulting in significant improvements in the level of service provided to ultra high net worth investors.- Led a data aggregation initiative that enabled the reporting of client held away assets, increasing the accuracy of net worth reporting and improving advisor portfolio planning capabilities.- Introduced a new presentation tool for use by advisors with clients and prospects that increased efficiency and consistency.- Recognized with multiple awards and accolades for top performance, including the BNY Mellon 2014 Global Spotlight Award, the 2018 Best in Class Award for the rollout of the new BNY Mellon Wealth Online client portal, and the 2021 PWM Tech Award for Best Private Client Digital Advice Platform.

New York, Ny, Us

A demonstrated record of success and achievement at this investment management company, marked by a promotion to a position of increased influence, authority, and accountability. Credited with consistently executing against goals and expectations.2010 to 2012: Vice President – MSBB Strategy GroupPromoted to serve as the Business Lead for the Insights Engine project, dedicated to innovating a groundbreaking service for the delivery of investment ideas tailored to the unique book of business and client portfolios of individual financial advisors. Directed project steering committee meetings involving multiple business and technology groups.- Instrumental in ensuring the achievement of all project milestones and deliverables on-time and within budget.- Collaborated with financial advisors to ensure continued alignment between product development and the needs of their clients.- Executed project steams to build new research viewing platforms for legacy Morgan Stanley / Smith Barney advisors.2006 to 2010: Vice President – Private Wealth ManagementLed end to End product management for the Client Link site, providing ultra-high net worth clients with access to portfolio reports, research, market news, and other services. Influenced and shaped the development of features and functionality by consulting with branch offices, private wealth advisors, and internal partners.- Introduced a formal process to assess client satisfaction and identify opportunities to improve the Client Link site.- Adopted system automation to enhance the Client Link enrollment experience.- Accelerated problem resolution by implementing SLAs with production support groups.

New York, Ny, Us

Product Manager for the Merrill Lynch Online International Private Client site. Responsibilities and work experience included:- Worked closely with Branch Offices, Financial Advisors (FA’s), and internal business partners to identify client needs and strategic opportunities relating to the MLOL International platform.- Gathered and analyzed competitive intelligence, client feedback, and industry best practices and used these resources to clearly define strategy and project requirements for the online platform. - Worked closely with legal counsel and compliance on defining jurisdictional requirements for new online services. - Worked closely with Technology and QA on all projects to ensure end-user requirements were met.- Procured project funding through business case development that included detailed ROI metrics.