Jeff Piorkowski Email & Phone Number

Dallas-Fort Worth Metroplex

As a dedicated Human Resources Solutions Partner, my role revolves around enhancing organizational efficiency and employee performance. My expertise lies in collaborating closely with business and functional leaders, aligning HR strategies with local business needs.Initial Focus and Objectives:► Strategic HR Partnership: Actively work with business leaders to provide consistent HR advice and coaching, supporting local business strategies.► Program Implementation: Partner with managers to implement effective HR programs, ensuring they meet specific business needs while aligning with the overall HR strategy.► Performance Enhancement: Liaise with HR Centers of Excellence to identify and resolve organizational issues, driving company performance improvements.► Talent Management: Collaborate on key talent initiatives like workforce planning and high-potential employee development.► Leadership Advisory: Offer guidance on employee behavior and performance issues to people leaders.► HR Analytics: Conduct thorough intake sessions for complex HR issues, utilize various systems for HR metric reporting, and leverage data to inform business decisions.► Research and Insights: Undertake HR research and analysis to provide insights and recommendations for enhanced decision-making.In this role, my focus is on delivering tailored HR solutions that foster growth, optimize talent, and support strategic business objectives.

Dallas-Fort Worth Metroplex

Recruited to champion workplace practices that elevate manager capabilities and employee experience resulting in an engaging, productive work environment and superior company performance. Trusted advisor dedicated to building leadership capabilities through core principles: Trust & Integrity, Collaboration, Authenticity, embracing diverse perspectives and ensuring every experience is exceptional. Conducted highly sensitive and complex investigations and documented within industry and regulatory standards.DELIVERED RESULTS:► Entrusted with the most complex and highly visible case matters and workplace investigations including those escalated directly to the CHRO, COO and CEO, acting as a senior consultant on HR policies and risk management.► Regularly provided counsel to Managing Directors to diagnose root causes of workplace issues, strategized an action plan to meet business needs, and implemented change management.► Partnered with senior business unit and HR leadership to lead and support TDA integration and implementation. ► Supported first line of defense risk initiatives by partnering cross-functionally to provide perspective on risk throughout the organization.► Department’s leading recipient of coveted Schwab Sendword recognition eCards.► Onboarded and mentored HR Risk Advisor team members.

Dallas-Fort Worth Metroplex

I was appointed to lead onboarding operations during a period of unprecedented hiring due to extreme customer demand. To accomplish this, I facilitated a training and development initiative to efficiently onboard new associates and coach, mentor, and train future financial services leaders. To hold the role, I was required to pass FINRA Series 7, 63, 9 and 10, which I accomplished in just 115 days. Faced with the realities of the COVID-19 pandemic, I transitioned 100+ new hires to a learn-from-home environment by quickly utilizing cloud-based training collateral and remote methodologies.DELIVERED RESULTS:► Led Westlake site to #1 National Ranking (out of 6 Regional Center Sites) in 2019 for First-Time Pass Rate on SIE, Series 7 Top Off and Series 63 exams.► Achieved fastest estimated speed to proficiency for all required service representative exams, saving an average monthly cost of $4K per employee.► Developed and promoted 7 Onboarding Coaches (OBC's) to leadership positions within 12 months. Prepared OBC’s to manage teams of 18 customer service associates.► Established National Licensing Retake Guidelines to ensure consistency across Personal Investing-Client Services.► Selected as leader-mentor for Future Leaders of Westlake (FLOW).► Successfully transitioned and managed 100+ new hire associates to “Learn from Home” during Covid-19 pandemic.► Completed Series 7, 63, 9 and 10 in just 115 days. (required to be in the role).

Dallas-Fort Worth Metroplex

I was appointed to this role and immediately challenged with determining service ownership and defining service model for Fidelity’s immigration functions. I delivered effective support and oversight for local hire, international assignments, and permanent moves.DELIVERED RESULTS:► Key member of senior leadership team tasked with interviewing and hiring key staff members, including the Director of Immigration.► Received funding within 7 months to officially launch Global Immigration service model. Developed high-touch, customer-focused consultative services to maximize business value and ROI while creating customized, flexible, and cost-effective program solutions.

Dallas-Fort Worth Metroplex

I was promoted to direct employee relations functions and create innovative business solutions for five large, cross-functional business units geographically dispersed across multiple locations. My team and I supported 27K employees, including five Presidents and 35 executive-level direct reports (CIOs, CFOs, COOs, and CAOs).DELIVERED RESULTS:► Implemented new case management tool for enhanced reporting and analytics of Employee Relations data.► Collaborated with Legal, Corporate Security/Investigations, Compliance, and HR Partners on HR training best practice to mitigate risk of employment-related litigation. ► Served as company HR expert in federal jury trial to resolve 10-year old litigation with no damages awarded.► Designed unique environmental business unit evaluation tools and interviews to identify and resolve employee relations issues while delivering advanced reporting on employee relations case volume.► Held critical role on cross-functional team launching formal exit interview process adopted across enterprise.

Dallas-Fort Worth Metroplex

I was promoted to implement a new HR solutions model for our entire U.S. based population. In creating this model, I transformed HR capabilities and improved the reputation of the department. I also introduced employee-centric issue resolution capabilities. One of my biggest challenges in this role was creating an entirely new culture for non-management associates, who at the time represented 85% of all employees. To manage this, I built HR capabilities to serve as a resource for employees while mitigating any risk of litigation. I standardized the Employee Relations program to offer on-site, in-person training at all U.S. locations, further enhancing the department’s reputation.DELIVERED RESULTS:► Implemented new HR Solutions Model – supporting 50+ internal companies and satellite sites across five states.► Reduced litigation by building partnerships with corporate legal teams and investigations units to design risk matrix and standardize approach to employee relations issues.

Dallas, Texas, United States

I was recruited to manage general human resource functions in support of 350 employees, including 5 directors, 2 senior managers and 25 managers. I advised on lifecycle HR matters, from employee relations to compensation and performance. During this period, I navigated logistics for a reduction in force, trained managers in compensation design, and led a cross-functional team of 17 representing all retail functions across the Southwest Region.Earlier Roles: Senior HR Representative | Operations Manager | Assistant to the Chairman/Executive Escalation | Monetary Operations Specialist | Mutual Fund Customer Service Representative