Project Manager
Boston, Ma
Project Manager, Institutional/Client Service, (2009-2016) *Enhanced department reputation by accepting ownership for accomplishing new and different requests; explored opportunities to add value to job. *Responsible for completion of numerous projects within Institutional Services (IS), which led to an increase in productivity, accuracy, and customer-service standards. *Developed/published SOP and best practices manuals for IS workforce. SOP included procedures for onboarding by account type, transfers, and closings. Account types included, but not limited to, Defined Benefit Plans, Defined Contribution Plans, Public Plans, Collective Trusts, Mutual Funds and Separate ERISA/Non-ERISA accounts.*Collaborated with department Directors and IT to develop and improve automation of department work flow and systems.*Directly managed small teams while simultaneously working on multiple projects.