Heidi Lee Email & Phone Number

New York, New York, United States

Oversaw team of PMs and BAs to deliver key business strategies providing sales and administrative efficiency for Trusts and Estates practice. Managed product delivery across full product lifecycle including research, ideation, prototype, test, build, adopt, and measure in partnerships with users, stakeholders, Operations, and Technology.

London, England, United Kingdom

Led strategy and implementation plans to ensure all UK product offering for Wealth were RDR compliant, a regulatory program providing additional transparenecy to UK clients. Managed strategy definition and implementation plan for Barclays platforms utilized by other sales channels including Intermediaries, IFAs, and Retail Bank.

New York, New York, United States

Directed global initiatives while collaborating with cross-functional teams across the world to strategically position Barclays Wealth US as one of the top five wealth managers in the world. Developed Wealth Product Catalogue to provide robust search and product selection capabilities and to master data for downstream systems including Portfolio Management, Order Management, and CRM.

New York, New York, United States

Implemented a consolidated portfolio report, evaluated new account opening processes, conducted RFI and RFP with vendors and negotiated contract terms; supervising testing efforts, created marketing brochure and communication plans, forecasted budget and resources for various strategic initiatives

New York, New York, United States

Developed and implemented a new client segmentation strategy and structure with minimum asset levels for each segment (Blue, Gold, Platinum) and benefits (fee waivers, special service offerings), re-engineered account opening and maintenance procedures, including Client Identification Program (CIP), Know Your Client (KYC)