Kari Paulsey Email & Phone Number

San Ramon, CA

• Manage a team of professionals who design and deploy employee experience programs at Robert Half. In this role, I strategically drive and implement global solutions that grow our talent, build an engaging environment.
• … Show more Manage a team of professionals who design and deploy employee experience programs at Robert Half. In this role, I strategically drive and implement global solutions that grow our talent, build an engaging.
• Strategic planning for global talent management programs that foster and promote a positive employee experience.
• Coach, mentor and develop team of talented HR program management professionals.
• Provide guidance and recommendations on program design, project management, communications and change management strategies.
• Resource management to ensure programs and projects are adequately staffed.

San Francisco Bay Area

• The Office of the Chief Risk Officer is responsible for leading the organization through emerging and known risk identification and management. In my role, I develop and implement communication and employee engagement.
• Steering Committee Member of the People Council, responsible for creation and implementation of employee engagement initiatives such as Leadership Panels, Recognition Programs, Risk Matters publication, Recruitment.
• Lead Employee Engagement Survey for Risk Management, leveraging analytics to draw out insights, and create action plans in collaboration with Executives and Business Partners.
• Develop and deliver varied communications including newsletter, team meeting materials, and other strategic and tactical communications, in coordination with Business Unit Executive Leaders, Corporate Communications.
• Facilitate Risk-wide Town Halls, All Hands team meetings, workshops, internal training, and team building events in person and virtually, to ensure alignment with strategic priorities, and a focus on improving a high.
• Partner with Human Resources on talent management, policies, compensation and benefits, recognition, and consistency of core leadership messages.

San Francisco

• Founding member of a small team created to develop and deliver new hire and on-going professional development programs to sales and sales support teams within the iShares business. Worked closely with managers and.
• Delivered 20 programs to a total of… Show more Founding member of a small team created to develop and deliver new hire and on-going professional development programs to sales and sales support teams within the iShares.
• Delivered 20 programs to a total of 572 new and existing employees, increasing client impact by orienting new employees faster and increasing knowledge and skills vital to each person’s role.
• Developed infrastructure and technology for more effective learning delivery and increased scalability.
• Lead planning and content development for bi-annual sales meetings, motivating and developing 175 sales professionals.
• Sourced, researched and chose vendor partners to deliver Sales Skills Training.

San Francisco

• Recruited to join a team reporting to the Chief Operating Officer of Institutional Sales. Served as Program Leader to comprehensively manage the on-boarding of new institutional clients, by liaising with client and.
• Developed client… Show more Recruited to join a team reporting to the Chief Operating Officer of Institutional Sales. Served as Program Leader to comprehensively manage the on-boarding of new institutional clients, by.
• Developed client implementation project plans with timelines and deliverables, by leading internal teams to identify right resources and processes to deliver contracted investment strategies.
• Presented comprehensive on-boarding strategies and action plans to client executive teams, gaining initial approval and later resolving any escalated issues.
• Orchestrated operational and marketing communication efforts with portfolio managers to ensure that new investment products and changes to existing products met client needs and regulatory requirements.
• Trained sales associates and new hires on fund structures, asset allocation principles and operational investment processes, conveying complex conceptual information in a concise and understandable manner enhancing.

San Francisco And Sacramento

• Led team of 22 Associates and Principals through organizational change to the successful delivery of strategic initiatives. Recognized and developed new business processes while re-engineering existing program process..
• Actively promoted the team dynamic to ensure excellent client service through ongoing cross training and open communication for problem resolution and… Show more Led team of 22 Associates and Principals through.
• Actively promoted the team dynamic to ensure excellent client service through ongoing cross training and open communication for problem resolution and sharing of knowledge.
• Designed and implemented comprehensive training program for new associates delivered via presentations, self-guided learning tools, interactive media and mentor relationships.
• Developed and maintained strong, productive and effective relationships by exceeding expectations and delivering exceptional results in interactions with internal and external clients.
• Resolved production issues by coordinating with affected groups and making educated decisions under tight time constraints to mitigate current and future risk for the client and the firm.

Sacramento

• Oversaw production of the investment process for 200 to 500 global orders on a daily basis for amounts totaling billions of dollars, ensuring successful completion of trading under extremely tight deadlines.
• Motivated and encouraged the team through coaching, clear feedback, career development and training.
• Continually evaluated processes and procedures to ensure that efficient and adequate controls were in place to minimize exposure to risk.
• Initiated regular… Show more Oversaw production of the investment process for 200 to 500 global orders on a daily basis for amounts totaling billions of dollars, ensuring successful completion of trading under.
• Initiated regular communications with internal client groups to improve and maintain the highest quality service and ensure controlled and effective investment processes.
• Prepared group for the outsourcing of the operations function to a global custodian.

Sacramento

Serve as initial contact for clients and their agents to communicate fund activity. Provided high quality client service by effectively researching and resolving client inquiries. Closely coordinated with internal BGI groups; including Portfolio Management, Transition Services, Client Relationship, Client Reporting, and Global Offices; as well as with team.

Sacramento

Managed a branch of Wells Fargo Bank in the Sacramento area, running operations, sales and employee engagement. Oversaw all employee relations activities such as new hire orientation, recognition and counseling. Created sales and cross-selling goals and encourage high performance in a talented team to emphasize quality customer service, goal attainment and.

Northern California Division

Trained new bank tellers in 3 different locations across Northern California with the skills essential to their roles. Conducted New Hire Orientations as well as three different levels of hands-on classroom training 3-5 times per month. Recruited new tellers and organized and facilitated group interviews with Branch Managers to hire the right people into.