Jesse Smith Email & Phone Number

San Francisco, California, United States

Owings Mills, Maryland, United States

• Relationship management responsibilities for all WPM supported groups, including frequent touchpoints with Senior Management to advise on staffing, budgets, analytic trends and general optimization recommendations
• Responsible for leveraging knowledge of each supported groups’ business strategy to provide data-driven insights and optimization opportunities
• Responsible for staying informed on industry trends and using that expertise to ensure business partners are supported with the most impactful tools and technology
• Accountable for the development and progress of the WPM technology roadmap
• Often required to independently conduct analysis and present data stories to an audience of senior leaders with varying levels of technical expertise
• Responsible for translating statistical business cases into practical solutions for all clients

Owings Mills, Maryland, United States

• Accountable for driving the performance of both Retail Adjustments and Tax Operations business lines
• Scope of team functions requires an understanding of Individual Investor as well as Retirement Plan Services operational processes and products
• Worked through Managers to analyze all team functions for optimization and risk reduction opportunities leveraging Lean and Six Sigma process improvement methodology
• Empowered Managers and Associates to pursue end to end process improvement and think broadly
• Led the transition of Retail Adjustments to Centers of Excellence, leveraging Compliance and Risk Management partnership to ensure all potential transitional risks were accounted for and in control after rollout
• Worked with the IRS and state jurisdictions on behalf of multiple T. Rowe Price entities to resolve any issues

Owings Mills, Maryland, United States

• Responsible for creation and implementation of a functional team structure for the business area
• Made recommendations to business partners on correction methods for specific errors, factoring in efficiency, accuracy, EPCRS regulations, risk/financial exposure, administrative feasibility and client sensitivity
• Raised the bar on metrics and accountability in the group, leading to significant year over year improvement
• Coached peers on how to leverage reporting capabilities to identify opportunities, leading to a 5% decrease in ineffective time (internet and idle) and a subsequent increase in productivity

Owings Mills, Maryland, United States

• Served as the business area lead for the mapping and logistics of a new workflow process
• Consulted with Client Administration and external clients about the most appropriate correction methods
• Coached peers on how to leverage reporting capabilities to identify opportunities which led to a 5% decrease in ineffective time (internet and idle) and a subsequent increase in productivity
• Acted as the Owings Mill site lead in Adjustments for six months with 17 direct reports
• Handled reporting and communication for the RPS Operations Coaching Team
• Served as a formal mentor to two associates involved in leadership programs

Owings Mills, Maryland, United States

- Manage team that was awarded Quarterly Dream Team Award for Q4 2013 and Q2 2014 (awarded by Group Managers to the best team in the Transactions group).- Manage team that has ranked top 3 in productivity every month since October 2013.- Responsible for leadership of multiple department initiatives including; reallocation of rollover in work items to.

Owings Mills, Maryland, United States

- Processed plan and participant level transactions including but not limited to loan repayments, roth withdrawals and rollovers, hardships, contributions, and loan reamortizations- Responsible for plan and participant level transactions for Coventry Health Care, Inc.- Used Windows based computer system to process transactions deemed to be in good order.

Owings Mills, Maryland, United States

- Analyzed, interpreted, and processed retirement plans participant level transactions- Reviewed participants transaction requests for proper documentation and authorization- Processed retirement plan transactions including but not limited to loans, withdrawals, contributions, enrollments, and exchanges- Used Windows based computer system to process.

- Coordinated and facilitated monthly department meetings- Researched and resolved invoice disputes- Contacted customers directly about outstanding invoices- Responsible for running/maintaining end of day and end of month reports for cash receipts- Inputted checks and cash into excel spreadsheets for documentation

Bachelor'S Degree, Business Management, 3.63

Associate'S Degree, Business Administration