Erin Lester Email & Phone Number

Paris, Fr

Paris, Île-De-France, France

As a dedicated collaborator and strategist in the COO domain, I partner with executives to shape comprehensive business strategies across various operational areas. I work closely with leaders in Fund & Distribution Operations, Investment Operations, and Business Operations Transformation.I have a passion for efficiency and process management, and support various related projects within Business Operations Transformation.My role extends to project management, where I am currently the PMO for cash reconciliation process improvement projects, coordinating efforts among internal stakeholders and external custodians. Additionally, I've spearheaded the development of a new reporting template for ManCo reporting to the Luxembourg SICAV board, streamlining due diligence processes for third-party portfolio managers.In my capacity as Lead Editor of an internal newsletter, I've employed Kaizen principles to enhance efficiency, reducing production time significantly while ensuring timely dissemination of crucial information to over 700 recipients.Furthermore, I play a pivotal role in steering functional budgeting processes and advancing strategic agendas, serving as a trusted advisor and sparring partner for AGI business leaders. I also manage the organization and preparation of content for numerous events annually, including townhalls and leadership meetings, fostering cross-functional collaboration and knowledge-sharing.Outside of my professional responsibilities, I'm actively involved in volunteer work with the Local Engagement Group for the Frankfurt office and have initiated Language Communities within our office to facilitate networking and language skill development among colleagues.

Paris, Île-De-France, France

Analyzed the payments market and developed a strategic framework to achieve CSR and ESG goals within the payments division

Reston, Va, Usa

Supervised overall company operations with budget of $200K, reporting to company President, and ensured excellence across finance, marketing, compliance, IT, and human resourcesSaved 40+ man-hours per week on average by identifying need for digital transformation strategy through evaluating market trends, analyzing solutions, presenting recommendations to leadership, and securing budget approval for new portfolio accounting software (Orion Advisor)Planned and led as project manager the resulting 1-year strategic transition to Orion Advisor, leading technology implementation, updating business processes, and driving staff adoptionIncreased loyalty among 450+ high-net worth clients through top-notch service and relationship management while supporting 4 financial advisorsOverhauled more than 30 backend workflows to automate and improve processes in the Salesforce CRM system, solving problems, improving client experience, and increasing new client data entry accuracy by 10% Built 30+ dashboards and hundreds of reports within Salesforce to provide data to stakeholders, including tracking key performance indicators (KPIs) and running data analysis to generate business insightsProvided regular training and coaching to 10 employees on new technologies and best practices Headed operational changes associated with 3 separate acquisitions of other financial advisory practices, including documentation and system integration processes, resulting in an overall purchased client retention rate of 90%Created and organized annual client appreciation events as well as 10 educational seminars focused on getting women more involved in family financesTraded securities and administered investment models for ~1500 financial accountsInitiated & authored the company’s first employee handbook to mitigate risk & ensure compliance with employment lawCollaborated with Compliance to improve internal controls and processes in line with SEC regulatory requirements

Reston, Va, Usa

• Spearheaded client on-boarding, account opening, account transfers, and money movement with various custodians, including Charles Schwab and LPL Financial, for 400+ households with 95%+ client retention year-over-year• Converted new client welcome packets from paper to digital, reducing related paper costs 99% and modernizing client experience

Purcellville, Virginia, United States

Patrick Henry is a liberal arts university in the USA.• Recruited, supervised, and coached 11 part-time call center employees to meet prospective student recruitment goalsAdministrative duties including answering the main office phone line, greeting visitors, travel arrangements, filing, scheduling and conducting as-needed correspondence for the Assistant Vice President for Enrollment Management.Maintenance of an 8000+ member database.Oversight of thousands of email and postal correspondences to prospective students every semester.

Master Of Business Administration - Mba, Strategy And Digital Leadership

Global MBA program located outside of Paris with AMBA “triple crown” accreditation. Key subjects include: Digital Transformation & digital.

Executive Education: Management Essentials For Developing Leaders

1 Week executive education program covering marketing, finance/accounting, operations, and strategy.

Ba, History

Activities and Societies: Summer Archaeological Internship at Montpelier, home of James Madison, 100+ page senior thesis, part-time jobs.