Ed Wright Email & Phone Number

Chicago, Illinois, Us

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Herndon, Virginia, Us

In this role, I am a core member of the leadership team’s strategic planning and business development. As a leader of the Product Delivery team, I oversee all the Product-based implementations and training projects for the organization. The Product Delivery team consists of Project Managers, Business Analysts, Architects, Developers, and Trainers. I coordinate with the quality assurance leadership and product R & D teams to deliver high quality implementations and address the acceptance criteria requested from clients. I oversee multiple million-dollar client implementation projects, focusing on developing relationships with client executives and ensuring that their expectations are delivered and addressed. In the role, I consult with client executives on industry best practices and how they can leverage Skience software to achieve meaningful digital transformation in their organization. * Leadership contribution and oversight of revenue and expense review and teams responsible for contributing to overall company revenue goals. Manage directly and indirectly the Product Services team of 50+ individuals on 20+ implementations annually.* Consult with client executives on consulting discovery blueprints about solving their pain points and challenges through using the Skience platform solutions. Supply industry best practices recommendations and architectural suggestions based on overall business strategies and desired outcomes.* Coordinate the delivery of 50+ US and India based resources on 15+ concurrent Product Delivery Projects. Ensure that appropriate resourcing is assigned to projects to deliver superior results.

Windsor, Ct, Us

In this role I was a key contributor to the executive team’s strategic planning and business development. Member of the Product Management Oversight Team. I created a new training and solutions teams and programs for onboarding new clients and improving the customer experience for existing clients. I drove change through internal process improvement projects with the goal of growing revenue and reducing operating costs. * Oversaw large client implementation projects, focusing on implementation of client relationship management software and complex system integrations. Built relationships with new management firms and found opportunities to further grow the business. * Developed a lead new training programs and solutions teams resulting in significant improvement in client experience. New processes involved a multi-pronged approach using multiple learning avenues and integrations of third-party software learning tools. Primary goals were to reduce the burden on Implementation teams and reduce the number of Tier 1 tickets to the Service team after a new client goes live. * Managed directly and indirectly the Salentica team of 50 individuals on the future direction of Salentica software on both the Microsoft and Salesforce.com platforms.* Developed and implemented a new Trust and Compliance module in Salentica’s software suite that provided an avenue to new business opportunities with larger financial firms like trust companies, larger complex RIAs, and corporate trustee banks.* Led change in the organization through process improvement in the delivery and creation of project plans and statements of work for clients. New processes resulted in a 40% reduction in time and non-billable hours.* Created a new product focused on attracting new corporate trustee clients. Corporate trustee clients are willing to pay for a notification system to manage hundreds of required tasks.

Windsor, Ct, Us

SS&C Salentica, a division of SS&C Technologies

Greensboro, North Carolina, Us

In this position, I supervised 5 direct reports (including 2 directors), managed an $800k budget, and oversaw up to 20 IT projects simultaneously. I primarily focused on reconciliation and reporting functions for internal and external clients, cyber security maturity, disaster recovery, and customer-facing applications. I served as a key contributor to the executive team’s strategic planning and business development and I also reviewed investment offerings as part of the Investment Advisory Team. Additionally, I presented IT progress reports and IT project proposals to key stakeholders, generating buy-in and support from cross-functional groups. Key Achievements:* Spearheaded an operational reorganization to facilitate business expansion; created a Middle Office Operations team to divert day-to-day administrative functions from client representatives, allowing client team to procure over $500k in new business and grow bottom-line revenue by more than 18%.* Implemented 6 large capital projects, requiring a one-time spend of $350k and $100k in incremental annual costs - improved disaster recovery infrastructure, enhanced financial planning software applications, and updated client access portals on company’s website.* Influenced company spend of $140k to implement 24/7 security monitoring and improvements in cyber security and disaster recovery. * Modernized corporate website to support client access to private account information and to facilitate white labeling initiative for highest net-worth clients. * Drove additional website functionality improvements including enabling client uploads and private document storage for remote access, including wills, insurance documents, and passport copies.

Greensboro, North Carolina, Us

In this role, I led the client relationship team to deliver superior service and drive retention of over 100 prestigious, high net-worth client accounts. I supervised 5 direct reports, including client relationship specialists and pooled investment vehicle staff, while managing a $650k budget. Additionally, I negotiated contracts for technology equipment, copier leases, disaster recovery providers, and cyber security testers. Key Achievements:* Executed 3 critical and highly-impactful projects simultaneously, successfully migrating organization to new Client Relationship Management, Electronic Content Management, and Disaster Recovery processes in just one year.* Identified and designed architecture to transition company from physical document storage to digital storage, improving sensitive document security and reducing insurance liability.* Delivered IT solutions and custom applications, enabling organization to deliver high-level customer service with 30% fewer employees than market competitors.

Greensboro, North Carolina, Us

Implemented new technologies and IT infrastructure to support organization. Improved business unit functions, including portfolio management, trust management, tax return processing, bill-pay, and wealth management. Leveraged innovative technology solutions to improve productivity and performance. Managed partnership and portfolio of company’s three largest accounts and pooled investments. Supervised 2 data specialists. Key Achievements:* Eliminated superfluous outsourced accounting fees of over $120k per year and over $2M overall, by integrating partnership accounting for pooled investments.* Automated data entry and pricing functions, which drastically reduced time investment by 80%. * Increased server capacity by 600% and improved data protection, through deployment of advanced server and data backup solutions.* Launched company’s first website to enable client access to pooled investment funds and company newsletters.

Carmel, Indiana, Us

At this money management firm, which is a subsidiary of Conseco, Inc., I was training in Six Sigma (DMAIC process) and mandated with identifying business functions in need of process improvements. I implemented projects to deliver cost savings/efficiency enhancements, presented project milestones to senior management, shepherded projects to completion, and managed project teams of up to 10 employees. Key Achievement:* Leveraged Six Sigma skills to develop new mobile phone guidelines for staff, transitioning company from a reimbursement/personal supplier program to a corporate contract program with Verizon Wireless, saving over $100k per year (this corporate mobile phone program led to enterprise-wide deployment throughout Conseco Inc., saving millions).

Carmel, Indiana, Us

In this position, I managed all back-office operations and was accountable for $2.5B in equity accounts. I directed reconciliation, reporting, trade settlement, and portfolio management functions. Additionally, I implemented and directed Advent portfolio management and trading system, including staff training, product testing, and application development. Key Achievements:* Implemented customized solutions to integrate trading and portfolio management systems resulted in 15% increase in efficiency.* Collaborated with Advent software developers to deploy a new transactional reconciliation and matching process, reducing time investment by 20%.

Master Of Business Administration (Mba), Business Administration And Management, General

B.S., Biology