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, and increase organizational performance. Partner with key stakeholders across the business to streamline processes and establish collaboration agreements. Provide guidance to team members on program management methodology, as well as change management strategies. •… 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 environment, and increase organizational performance. Partner with key stakeholders across the business to streamline processes and establish collaboration agreements. Provide guidance to team members on program management methodology, as well as change management strategies. • 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.• Oversee budget development and expense tracking for team’s programs.• Support program development and deployment by establishing service level agreements and collaboration processes with key stakeholders across the business. Create program/process documents to clarify teams’ collaborative roles and responsibilities.• Resolve HR program escalations with sound judgement and analytical thinking.• Identify and mitigate potential risks to current and future programs by collaborating with global stakeholders. Include partners in program discussions when appropriate.• Continually review existing talent management programs to identify gaps and work with team members to develop solutions.• Directly and in conjunction with others, create presentations to communicate program updates and strategic plans.• Oversee external vendor relationships, acting as the escalation POC between RH/Protiviti and vendor. Show less

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 strategies that influence positive change through innovative solutions and collaborative partnerships, anticipating the evolving needs of the bank. I have a track record of delivering results through successful program design and implementation, establishing rapport with employees… Show more 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 strategies that influence positive change through innovative solutions and collaborative partnerships, anticipating the evolving needs of the bank. I have a track record of delivering results through successful program design and implementation, establishing rapport with employees and management at all levels. • 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, and Mentor Programs.• 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, HR Business Partners, and Business Unit SMEs.• 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 performance and engaged culture globally.• Partner with Human Resources on talent management, policies, compensation and benefits, recognition, and consistency of core leadership messages.• Manage Summer Internship Program including development of assignments, interviewing candidates, and training and mentoring interns.• Design, development, and management of SharePoint and Bank Intranet team sites.• Implement Change Acceleration methodology to manage change within a shared services environment. Show less

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 subject matter experts to determine business needs, create educational materials, coordinate agendas and deliver one and two week training programs held monthly as well as individualized coaching and follow up assessments and evaluations.• 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 business. Worked closely with managers and subject matter experts to determine business needs, create educational materials, coordinate agendas and deliver one and two week training programs held monthly as well as individualized coaching and follow up assessments and evaluations.• 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. • Conducted extensive interviews to determine needs of internal sales teams and use findings to create a clear Sales Process and Sales Competency Model.• Designed tools for Sales Managers to effectively evaluate and coach employees to success.• Tracked statistics to determine impact of programs on learning curve of new employees, progression within career and retention of skills and knowledge. Show less

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 internal teams including: Senior Business Line Managers, Finance, Legal, HR, Technology and other infrastructure groups. Integrated management of all messaging to institutional clients, including redesign of web for internal and external use. • 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 liaising with client and internal teams including: Senior Business Line Managers, Finance, Legal, HR, Technology and other infrastructure groups. Integrated management of all messaging to institutional clients, including redesign of web for internal and external use. • 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 support for sales officers.• Reviewed RFPs and client inquiries resulting in consistent and professional messaging in all external communications, effectively managing risk and public relations.• Approved resolutions of operating errors and potential risks, escalated by the Risk Management team, representing the best interest of the client and meeting fiduciary responsibility.• Project Managed the Counterparty Default Contingency effort – oversaw multiple streams of planning across business units, identified inter-dependencies and ensured alignment to overarching strategy. Formulated and communicated strategic plans and recommendations to senior management on action plans and direction, winning approval by executive committee. Show less

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. Facilitated and executed on business plans with various working groups and functional leaders across the firm.• 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 organizational change to the successful delivery of strategic initiatives. Recognized and developed new business processes while re-engineering existing program process. Facilitated and executed on business plans with various working groups and functional leaders across the firm.• 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. • Reduced operating errors by 40% over three years by evaluating and responding to training needs, enhancing support technology and improving production processes.• Created and implemented Electronic Order Interface and Orders Online which allowed clients to transact in an automated environment, leading to reduction of three FTE through attrition.• Led teams, as business owner of the Order Management System, through the full development cycle by gathering technical requirements, testing new enhancements and training system users globally.• Developed short and long-term planning, budgeting and resourcing, consistently meeting objectives. Show less

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 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 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.• Ensured group’s disaster readiness by creating and writing business continuity plan, training staff and testing systems. Show less

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 members for successful completion of trading under extremely tight deadlines.

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 accountability. Ensured compliance with bank laws and regulations in all aspects of day to day execution.

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 the right responsibilities.