Kara Vopalensky, Mba Email & Phone Number

Strategy Director within Personal Investing. Responsible for communications and engagement strategy, aligning 3 distinct business units. Supported new category launch both in program management capacity and with varied program tasks.- Led critical cross-functional workstreams for new category launch with multiple stakeholders (Business Readiness - Sales, Training, Contact Center, Operations, Compliance); implemented best practices and structure, aligned strategy, and managed stakeholder relationships across program lifecycle. Established and maintained key project documentation.- Drove clear communications strategy, unified mission/vision, and engagement for 300+ associates (newly combined teams); established strategic initiative newsletter, facilitated town hall meetings, and organized employee engagement events, including a virtual Career Fair.- Led analysis project on 23K+ orphan accounts for incorporation in financial reporting; partnered on report development and automation leading to $540M increase in monthly reportable AUM.Served as Leadership Team member for Global Women's Alliance employee resource group, and was selected to be one of two incoming Co-Chairs for 2024-2025. Participated in 2024 program and budget planning.

Served as trusted partner for senior leadership team within the Transfer Agent, managing large-scale cross-functional projects/initiatives, strategy, communications and culture covering 125+ multi-disciplinary team members. Coordinated offsites, talent reviews and team meetings. Collaborated on presentations, including board materials.- Collaborated with leadership team across the business to establish formal employee engagement program.- Managed project to revamp the Learning and Development Program; coordinated throughout project lifecycle, ensured efficient resource allocation and on-time, on-budget delivery.Also served as Leadership Team member for Global Women's Alliance employee resource group.

Served as trusted partner for Senior Leadership Team (SLT) of the Transfer Agent, managing large-scale cross-functional projects/initiatives, strategy, communications and culture covering 125+ multi-disciplinary team members. Coordinated offsites, talent reviews and team meetings. Collaborated on presentations, including board materials. - In collaboration with SLT, designed and implemented short and long-term business strategy through development and rollout of the business' Operations Model. Managed and provided oversight for related strategic initiatives.- Led strategic initiative focused on operational excellence (driving continuous improvement), risk management, and elevating customer experience and employee satisfaction through digital solutions, including automation and technology-driven workflows. - Organized and facilitated various employee engagement events for 125+ employees, including town halls and ask me anything meetings. Also served as Leadership Team member for Global Women's Alliance employee resource group.

Executed small to medium-scale projects for the multi-functional Mutual Funds business, primarily supporting Contact Center and Transaction Processing teams but also extending across other functions. Assisted with reporting and other varying business support functions. - Lead SharePoint Administrator. Established over 10 SharePoint sites and initiated governance measures. Drove change for updated document/content management strategy. - Designed performance management plan (PMP) for business and was involved in business reviews, including that for onboarding. - Mentored and managed summer interns.

Fixed Product group annuities data reconciliation. Ensured data on file was accurate by collaborating with client contacts and working with personally identifiable information (PII). Updated systems accordingly.

Registered Principal (RP) for Annuities Compliance. Reviewed Annuities marketing materials for compliance with FINRA regulations. Established department SharePoint site as Lead SharePoint Administrator. Organized content in central location and responsible for site maintenance and updates as business need occurred. Collaborated with other teams (Legal, Marketing, Operations, etc.) to ensure Compliance needs were met. Assisted with Compliance audits.

Single premium immediate annuity (SPIA) new business processing (including but not limited to new account set-up, transfers, maintenance). Collaborated with Sales, Finance, and other service teams. Created and implemented procedures. Reviewed the business process and implemented process improvements. Initiated the department SharePoint site and identified ways to utilize for more efficient content sharing.

Team lead for Annuities New Business processing team. Ensured work was processed effectively and efficiently. Assigned certain work as needed. Served as subject matter expert on certain projects and worked cross-functionally to proactively address workflow challenges. Coordinated with counterparts in Manila, Phillippines to ensure both teams were following the same processing procedures.

Annuities New Business associate. Processed various financial service requests (new applications, transfers, exchanges, account maintenance and new account set-up) with efficiency and accuracy. Coordinated with financial advisors to ensure paperwork was completed according to guidelines. Reviewed transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes. Surpassed quality and productivity goals. Mentored new hires and assisted with onboarding.

Mba, Business Administration

Bachelors, French, English

Mini-Mba

Taking Charge Women'S Executive Leadership Program