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Senior Financial Services Digital and Technology leader. 20 years of experience in the management and delivery of new digital experiences, Fintech and Insurance applications, large-scale system integrations, and creation of Agile Teams:-Product Manager of TIAA's Digital Experience for Money Movement-Technology Leader for TIAA Enterprise Payments and Money Movement Platform-Deep domain knowledge in Payments, Bank, Brokerage, Retirement, and Digital businesses-Significant Experience in managing integration with major Fintech vendors including Fiserv, FIS/Sunguard, Yodlee, Pershing, and EWS/Zelle-Customer Experience focused with a data driven approach to product management and delivery-Executive presentation skills and experience with regular reporting to C-Level leadership-Strong financial management skills-Expertise in integration technologies-Strong technical knowledge and business acumen - ability to drive solutions to maximize benefits-Excellent project management and risk management skills-Team building and change leader
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Senior Director Product ManagementTiaa Mar 2023 - PresentNew York, Ny, Us -
Director, Digital Product ManagementTiaa Aug 2019 - Mar 2023New York, Ny, UsOwner of Digital Customer Experience for TIAA's Money Out (withdrawals, loans, etc), Money Movement, and Investment Management. These are TIAA's highest volume digital transactions with ~1 million completions annually.-Responsible for key performance indicators including increase of Digital complete rates, decrease of analog (call/paper) transaction volumes, and customer satisfaction scores.-Represents the voice of the customer and champion the digital customer experience across web, mobile, email, and social channels.-Defines related digital experience strategy and customer journey maps.-Utilizes customer feedback and digital analytics data to drive decisions on target experiences. -
Sr. Manager, Lead Program Manager - Tiaa Enterprise Payments PlatformTiaa Jan 2015 - Aug 2019New York, Ny, Us-Delivery Manager of the TIAA's Payments Platform – managing three agile delivery teams and an annual $7MM budget-Transformed TIAA Brokerage Services customer experience by digitizing its new account funding and transfer capabilities.-Delivered a best in-market external account verification experience.-Increased TIAA Bank's funding rate by 7% through the delivery of digital payment capabilities.-Delivered enhancements to digital payments and straight through processing capabilities that resulted in a 300% increase in flows between pension and bank businesses.-Led the technology assessment and estimation for TIAA’s Zelle implementation strategy.-Definition platform technology strategy and product road map. -
Lead Development ManagerTiaa Feb 2012 - Dec 2014New York, Ny, Us-Partnered directly with Bank Leadership to identify technology solutions to better integrate TIAA’s Bank and affiliate businesses.-Successfully managed a complex customer data sharing and integration project between TIAA Bank and its affiliate businesses – led the partnership between respective legal, technical, and compliance owners.-Delivered integrated solutions to enable cross selling of new banking products to over 5 million TIAA Pension customers.-Managed integration and enhancement projects with vendors including FIS and EWS.-Utilized project management tools and best practices including MS Project Plans, Work Breakdown Structures, Issue / Risk Log, and Financial Forecasts.-Managed a $3.5 Million annual budget for project delivery.-Managed a team of full-time employee and contingent work staff. -
Banking Channel Systems Analysis ManagerTiaa Jan 2011 - Oct 2012New York, Ny, Us-Established baseline processes, artifacts, and best practices for completion of business and systems requirements for the newly formed Banking Integration Team-Managed the delivery of TIAA-Direct general ledger integration services, TIAA-Direct’s public marketing website, and numerous vendor data feeds -
Project ManagerCigna Healthcare Sep 2004 - Jan 2011Bloomfield, Ct, Us-Sought out to manage a multi-year development project for the completion of Cigna's new Consumer Driven Healthcare Platform and its full integration with legacy systems and financial service vendors.-Delivered enhancements and new capabilities to the platform’s core integration technologies over seven releases and a budget of $20 million.-Managed the implementation of solutions that leveraged integration technologies such as IBM WPS Process Server, Blaze Advisor Rules Engine SOA, Web Service / ESB, and messaging architectures.-Delivered the full integration between the platform’s eligibility system and Cigna's external debit card vendor and the platform’s first “client ready” release.-Managed a matrixed delivery team of 10 – 20 resources comprised of analysts, designers, developers, testers, and junior project managers. -Utilized project management tools and best practices including MS Project Plans, Work Breakdown Structures, Issue / Risk Log, and Financial Forecasts.-Led a team of seven system analysts and provided project management support on Cigna's Consumer Driven Healthcare Platform Replacement Project-Partnered with Product and Service Operations business partners to capture detailed business and functional requirements.-Partnered with technical leads to refine conceptual solutions and to validate the business functionality of detailed system designs.-Coached team members on the best practices of writing functional requirements and use cases.-Managed workload and assignments in alignment with project timelines and resource capacity-Managed deliverable quality through one-on-one meetings, status meetings, and cross-team reviews.-Developed a detailed plan of test execution and expected results for the platform’s Integrated Testing Phase. -
Application DeveloperFunction One Systems Aug 2003 - Jun 2004-Designed/implemented complex software solutions integrating web applications, desktop applications, and relational databases using the .NET Framework, OOP and SQL Server.-Met with clients, analyzed their organizations’ current operations, and translated their needs into technical specifications used in the production of numerous line of business applications.-Led technical writing efforts and produced formal documentation essential in facilitating meaningful communication with clients and project management teams.
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Senior Xml EditorAmcon Llc 2000 - 2002-Edited and validated HTML, XML, SGML documents for clients including: Marine Systems, Lockheed Martin, Pratt & Whitney and the United States Air Force.-Scanned and corrected hard copy documents using Text Bridge OCR software.-Performed quality assurance tasks on deliverables and provided formal feedback to co-workers.
John Frei Skills
John Frei Education Details
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Syracuse UniversityInformation Management And Technology / Television Radio And Film -
Capella UniversityMaster Of Business Administration - Mba -
Massachusetts Institute Of TechnologyBusiness Applications Of Artificial Intelligence
Frequently Asked Questions about John Frei
What company does John Frei work for?
John Frei works for Tiaa
What is John Frei's role at the current company?
John Frei's current role is Sr Director, Product Management.
What is John Frei's email address?
John Frei's email address is jo****@****hoo.com
What is John Frei's direct phone number?
John Frei's direct phone number is +170498*****
What schools did John Frei attend?
John Frei attended Syracuse University, Capella University, Massachusetts Institute Of Technology.
What are some of John Frei's interests?
John Frei has interest in Octoberfest, Entrepreneurship, Running, Bowling, Softball.
What skills is John Frei known for?
John Frei has skills like Sdlc, Project Management, Requirements Gathering, Business Analysis, Requirements Analysis, Systems Analysis, Ms Project, Process Improvement, Software Project Management, Soa, Pmp, Quality Assurance.
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