Jean Rutkowski Email & Phone Number

Ocean City, Nj, Us

Ocean City, New Jersey, United States

Off for the summer!! Will consider employment in October.

Ocean City, Nj

Work with sales, relationship and Product experts to design multi-faceted solutions for all types of financial services firms. Includes specific solutions for back office processing, operations efficiencies, Reg BI, advisor experience, investor experience, marketing, compensation, client and asset servicing. Contributions include client profile gathering, team strategy sessions, solution documents and diagrams as well as demonstrations of the Broadridge Wealth platform.

Global

A few months of planning, followed by an epic adventure with my then 12 year old child to see and experience as much as we could of the world in 14 months time. Countries/Places visited: Iceland. Switzerland. Germany. Austria. Italy. Vatican. France. Poland. Netherlands. Belgium. Denmark. Bulgaria. Ireland. England. Scottland. Spain. Greece. Czech Republic. Portugal. South Africa. Japan. Thailand. Australia. Thailand (again, HA), Vietnam, Borneo, Malaysia. New Zealand. Tahiti. Easter Island… Show more A few months of planning, followed by an epic adventure with my then 12 year old child to see and experience as much as we could of the world in 14 months time. Countries/Places visited: Iceland. Switzerland. Germany. Austria. Italy. Vatican. France. Poland. Netherlands. Belgium. Denmark. Bulgaria. Ireland. England. Scottland. Spain. Greece. Czech Republic. Portugal. South Africa. Japan. Thailand. Australia. Thailand (again, HA), Vietnam, Borneo, Malaysia. New Zealand. Tahiti. Easter Island. Chile. Ecuador. Galapagos Is. Peru. Costa Rica. Alaska. Canada. HOME! Show less

Jersey City, Nj

- Promote strategic partnerships between Scivantage and it's client firms- Assist in managing relationships between the firms, at all levels - Grow the relationship through partnership- Manage relationship overall- Main point of contact for contracts, renewals, change requests, SOW’s etc.- Creation of proposals, and Business Requirement Documents for various features and enhancements. - Escalations beyond senior / exec level

Jersey City, Nj

Scivantage is the leading provider of web-based, front- and middle-office technology solutions to the financial services industry. From trade processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage enables financial institutions and financial professionals to dramatically improve productivity, strengthen customer relationships and reduce operational costs. Scivantage's proven, back-office independent solutions… Show more Scivantage is the leading provider of web-based, front- and middle-office technology solutions to the financial services industry. From trade processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage enables financial institutions and financial professionals to dramatically improve productivity, strengthen customer relationships and reduce operational costs. Scivantage's proven, back-office independent solutions offer a full suite of powerful applications that span the workflow of financial professionals and support the complex investment needs of the retail investor. Show less

Over time, acted as 'sole' product manager of a product, as well as manager of a team of product managers, project managers and client support specialists focused on the design, implementation and support of investor and advisor desktop solutionsProducts included 4 individual products, both investor-facing and advisor-facing, mainly with a retail advisor focus. Plus some managed account and RIA capabilities. - Worked closely with Sales and Account Management teams to present… Show more Over time, acted as 'sole' product manager of a product, as well as manager of a team of product managers, project managers and client support specialists focused on the design, implementation and support of investor and advisor desktop solutionsProducts included 4 individual products, both investor-facing and advisor-facing, mainly with a retail advisor focus. Plus some managed account and RIA capabilities. - Worked closely with Sales and Account Management teams to present the product to clients and prospects, including 'live' demos both in person and via webshare.- Ran quarterly product user group meetings, comprised of at least one 'deeply engaged' person from each firm using the product. Purpose of the call was to share ideas, air concerns, and to gather consensus on how to 'spend' the budgeted development dollars (product enhancements).- Regularly spoke with client firms to gather their specific business requirements, work through sizing of these 'projects' and present pricing proposals back to the client. - Interfaced with technical and development teams to design solutions to meet client needs.- Documented detailed functional requirements documents, including screen designs, logic flows, and data source information (like tables in a database), to be used by the development team to build the desired functionality.- Interfaced with development, QA and project teams to create, test and implement the functionality.- Extensive understanding of Fee-Based managed account programs (MF Wrap, Rep as Advisor, SMA, MMA) Show less

Actively involved with Sales and presentations of our Broker Workstation product. Work with clients and prospects to define their traditional retail, as well as wealth management desktop needs. Ongoing product management of the ProVisor desktop, as well as the ADP implementation of the Finaplex Wealth Management desktop solution, ProVisor Wealth. Functionality covered includes Performance Reporting, FInancial Planning, Managed Accounts implementation.

Design of user experience for a browser-based desktop too, for use by investment advisors, financial planning departments, etc.Also includes presentations and sales of this product and support of financial institutions using the product(s).

Worked for Bridge following their purchase of 'my' part of ADP's business. I helped to consolidate the businesses, particularly in Europe. I worked in London for 6 months to support this effort.

Electrical Engineering

Bee, Electrical Engineering

Activities and Societies: Special Olympics Bachelor Degree in Electrical Engineering (BEE)

High School, High School