Lead project management office builds and collaborate with stakeholders in the creation and implementation of strategic transformation initiatives for top tier asset managers, hedge funds, and banks.Manage large-scaled system implementations and oversee project plans, timelines, budgets, and resource allocation.Define project scope and objectives, develop detailed work plans in coordination with cross-functional teams.Anticipate and identify project issues / risks and recommend effective solutions based on concerns and expectations.Develop proactive relationships with senior leaders across business units through transparent communication, collaborative spirit, and the ability to be an effective ambassador for the firm's objectives and strategies.Proactively highlight overall program status with reporting and updates on milestones, project metrics, key risks, etc.Provide training to team leads and stakeholders on the adoption and refinement of best practices in transformation and project management.Create effective presentations for senior management, synthesizing raw data into meaningful information.

Re-recruited to lead the strategic transformation of firm-wide practices, processes, and systems to improve organizational agility. Drove key business opportunities and created business value for high-priority objectives.Managed the firm's highest priority, most complex projects by planning, organizing, and leading resources and processes to achieve objectives within scope, time, quality, and budget.Analyzed and communicated all technology initiatives, prioritization, budget, and resourcing to plan and implement numerous projects simultaneously to ensure alignment with the firm's strategic plan.Coached teammates and facilitated the execution of complex technology initiatives and system integrations.Produced reports, launched self-service capabilities, and data visualization solutions for key decision-making.Delivered innovative solutions through clear, agile project management and promoting engagement, collaboration, and transparency while leveraging digital technology and platform tools.Led high-impact initiatives across the firm including development of Business Intelligence platforms, implementation of Human Resources platforms, Cybersecurity strategy, Infrastructure strategy, ESG analyticsplatform, Order Management System implementation, Digital Employee Experience Strategy.

Created, developed, and led a Business Intelligence team (Analytics & Reporting, Data Management, CRM) within the Business Development organization, responsible for implementing sales and marketing technology platforms and delivering high value analytics to drive sales and marketing strategy.Hired, trained, and mentored team to be valued business partners to stakeholders and leadership.Developed a firm-wide business data strategy: implemented technology platforms including Salesforce CRM and Tableau data visualization; re-engineered data management processes including assimilation of multiple data sources and creation of product, territory, and client metadata.Translated business needs into technical deliverables, driving technology prioritization, and leading project implementation.Formulated team strategies, road maps, and projects, partnering with business leaders to ensure their requirements were met while aligning priorities across multiple departments.

Head of Business Intelligence team (Analytics & Reporting, Data Management, CRM) responsible for identifying, delivering, and measuring actionable insights to steer strategy for all Distribution teams.Managed implementation and adoption of sales and marketing technology platforms.Defined requirements for firm's client data strategy by overseeing implementation of data capture processes and infrastructure optimizing internal and industry data to identify growth opportunities.Provided data-driven insights to sales and marketing teams through segmentation and analysis to identify opportunities to prospect, cross-sell, build market share and drive business decisions.Leveraged industry and internal client data to validate current strategies and identify opportunities to cross-sell and diversify market share.

Led the creation and development of a Program Management team, responsible for managing the firm's strategic, high priority, cross-functional projects and partnering with Legal, Operations, and Sales.Organized cross functional project teams by identifying stakeholders, assigning individual responsibilities, developing project plans, estimating resources, costs, and time required to complete complex projects.Mentored and managed team of Program Managers and Marketing Project Managers.

Spearheaded new investment product launches, strategic data platform, and marketing programs.Executed integrated marketing campaigns using both online and offline channels for client engagement.Led end-to-end implementation planning: process improvements, project management, issue management, communication, and change management.

Led a cross-functional team tasked with architecting and implementing a data strategy to manage client attributes and drive sales and marketing business strategy.Developed the requirements and managed the implementation of a custom Campaign Management System and a marketing activity database to capture meeting, phone call, e-mail, and web visit data.