At the core of every successful organization is the ability to foresee challenges and turn them into opportunities for growth. My passion is driving strategic transformation through effective leadership and innovation, consistently aligning operational goals with the overarching business vision. I believe in fostering a culture of continuous improvement and collaboration, ensuring every team member has a voice in shaping the future.With a strong foundation in program leadership and change management, my expertise encompasses program and project implementation, business transformation, and strategic planning. I excel in leading cross-functional teams, managing multi-million-dollar portfolios, and executing process improvements that enhance business performance. Specializing in Agile methodologies and vendor relations, my approach is defined by a commitment to aligning business needs with strategic and regulatory requirements.Throughout my career, I have delivered significant achievements such as implementing a Salesforce CRM platform for AmeriLife, driving $10M in revenue through a managed repair platform at CorPartners, and leading initiatives that resulted in $11M savings at Teachers Insurance & Annuity. My dedication to innovation and efficiency has been recognized through awards such as the TIAA Process Improvement Award and Sales Agent of the Year.I am eager to leverage my extensive experience to help organizations navigate complex challenges and achieve their strategic objectives. Whether by advising on best practices, championing change, or optimizing operations, my goal is to create substantial value and drive success. Let's connect and explore how I can contribute to advancing your organization's vision and goals.
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Management ConsultantApexops Consulting LlcDenver, Co, Us
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Sr. Director, Epmo & It DeliveryAmerilife Aug 2023 - PresentClearwater, Fl, UsOwned $10M enterprise portfolio, working collaboratively with Sponsors, Project and Program Managers. Communicated clearly with various internal and external stakeholders. Managed team of 12, including Business System Analysts and Project Managers. Led larger enterprise programs and executed as a Product Owner for new technology on SCRUM Teams.• Implemented new Salesforce CRM platform for Life and Annuity Business.• Onboarded 3 new vendors and managed 6 vendors for new tech, enhancements & support• Delivered regular presentations to COO and SVPs across AmeriLife.• Improved agent contracting fulfillment from 60% to 85% by implementing a new agent contracting and management system.• Delivered updates to the COO and Enterprise SVP’s Monthly on the status of 25 strategic projects
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Senior Program Manager - Business TransformationCor Partners Mar 2021 - Aug 2023Atlanta, Ga, UsServed Project and Program Manager on various initiatives simultaneously. Worked with Carriers on Property & Casualty initiatives to enhance value proposition. Delivered in partnership with VP’s to ELT, driving strategy and executing visions. Developed roadmaps for project MVP’s along with future enhancements to inform scrum teams of business priority.• Implemented new managed repair platform, driving $10M in revenue over 12 months.• Boosted project velocity by 50% by leading business transformation to establish PMO office.• Created and delivered presentations to ELT and Board of Directors each month.• Established new QA / QC program to refine operational processes improving quality from 25% to 65% over.• Implemented NPS as a metric from Carriers to track and identify at risk business• Derived and brought to market a new balanced scorecard across sales and service for leading indicators to drive Revenue, reduce margins and maximize EB ITDA -
Owner - Managing AgentFarmers Insurance Apr 2017 - Sep 2020Woodland Hills, Ca, UsSold Property, Casualty, Life, and Health Products to consumers. Built and maintained relationships with customers to grow business. Owned relationship lifecycle to meet client and business needs. • Achieved 70% growth in book of business by identifying and capturing opportunities.• Developed marketing campaigns to drive leads in the sales funnel• Increased NPS by 20% while reducing processing time by 24% for key customer service functions.• Onboarded and managed a staff of 6 consisting of service and sales staff• Created 1, 3, 5 year roadmaps on related to expansion of the business focusing on niche markets. -
Director, Product Owner, Process Improvement & Change ManagementTiaa Sep 2013 - Oct 2016New York, Ny, UsDirected complex programs and projects involving various internal and external stakeholders. Acted as an operational leader across all pay-in and distribution processes in our OMNI recordkeeping system. Communicated with executive leaders through strategic insights for future business needs. Led Scrum teams as a product owner. • Delivered program that resulted in $11M in savings.• Reduced cost per distribution by 60%, quality defects by 75%, and call volume by 15%.• Streamlined internal processes via Six Sigma rapid improvement events and value stream mapping.• Introduced innovative technology designs, service delivery enhancements, and change management solutions.• Aligned business requirements with strategic, business, and regulatory demands.• Led a team of 20 internal consultants along with managers of technical writing to keep operations process documents current -
Director, Distributions Process OwnerTiaa Jun 2012 - Sep 2013New York, Ny, UsReduced cost per distribution by 12% without technology investment by revamping processes with client-facing staff. Decreased quality defects by 16% through rapid improvement event exercises. Acted as trusted advisor to leaders across front and back offices. Collaborated with VP / SVP personnel to execute strategic initiatives. Improved margins and delivered new web capabilities as Project / Program Manager.
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Sr. Project ManagerTiaa Jun 2008 - Jun 2012New York, Ny, UsReduced rework due to quality control by 30%, lowering quality control costs by 21%. Empowered over 50 consultants through leadership and mentoring. Facilitated over 100 training classes, upskilling 2,500+ employees. Led programs and projects that promoted enterprise transformation and continuous improvement using Lean Six Sigma practices.
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Service CoordinatorTiaa Jul 2006 - May 2008New York, Ny, UsProvided exceptional operational and administrative support to ensure seamless client service delivery. Trained over 40 service reps on a variety of Distribution & Asset Transfer processes that met client expectations, minimized market risk and also maintained compliance with regulations.
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Service RepresentativeTiaa Jun 2005 - Jul 2006New York, Ny, UsDelivered exceptional customer service by processing distribution and asset allocation transactions in OMNI, providing guidance on financial products and ensuring compliance of transactions/recordkeeping.
Jesse Smith Education Details
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Colorado State UniversityFinance Concentration
Frequently Asked Questions about Jesse Smith
What company does Jesse Smith work for?
Jesse Smith works for Apexops Consulting Llc
What is Jesse Smith's role at the current company?
Jesse Smith's current role is Management Consultant.
What schools did Jesse Smith attend?
Jesse Smith attended Colorado State University.
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