Kelli Lyons, Mba Email & Phone Number

Charlotte, NC

-Responsible for refining and fulfilling our corporate strategy while overseeing the delivery of our service offering. - Spearhead the identification and realization of growth opportunities within the organization, while strategically and proactively ensuring business readiness to handle the company's expanding trajectory. - Lead the execution of client.

Reported to the Head of the Retirement and Wealth Management Business, focused on driving business results by developing, executing, and driving adoption of the institutional sales business strategy. Led a team of over 50 associates and core functions responsible for strategic planning, program and change management, business performance measurement and.

Managed infrastructure, operations, and enablement for Institutional and Retail product groups. Facilitated organizational changes that combined multiple product and business areas into one centralized function. Scope included strategic planning, program management, business process controls, and associate engagement. Accomplishments:* Reinvigorated TIAA’s.

• Business and Operations Management leader managing the transformation of TIAA Asset Management (TAM) CFO group to become the provider of independent and objective advice for the business; delivering forward-looking and.
• Drove integration and organizational structure in support of the recent acquisition of Nuveen and the growing TIAA Asset Management business.
• Built management systems and tools to further support business insights in the newly… Show more Business and Operations Management leader managing the transformation of TIAA Asset Management (TAM) CFO group to become.
• Built management systems and tools to further support business insights in the newly combined Asset Management Org.
• Developed strategy and created structure, controls, and focus for prioritized initiatives. Show less

Charlotte, North Carolina Area

• Developed a new team to meet business needs, which involved skill assessments, role design, hiring, onboarding, and developing standard procedures to form new capabilities. Our execution team led a full rebrand of.
• Provided oversight for the largest annuity / investment product multi-class effort in the 100-year history of the firm, resulting in the execution of 9 million transactions for 1.8M participants over a single weekend.
• Led the program execution… Show more Developed a new team to meet business needs, which involved skill assessments, role design, hiring, onboarding, and developing standard procedures to form new capabilities. Our.
• Led the program execution of TIAA name change and refreshed branding Created to Serve, Built to Perform.
• Built and operated a center of excellence driving fiscal efficiencies enabling increased marketing investments. Show less

Charlotte, North Carolina Area

• Enterprise Efficiencies: Project New BAC is a vital component of Bank of America’s customer-focused strategy. This work will align resources with serving customers, removing obstacles internally so that teammates can.
• Selected as part of the “catalyst team” with 50 other leaders across the company.
• Based on the ideas generated in Phase I, requested to stay engaged… Show more Enterprise Efficiencies: Project New BAC is a vital component of Bank of America’s customer-focused strategy. This work will align resources.
• Based on the ideas generated in Phase I, requested to stay engaged through implementation to drive execution of all staff support portfolios.
• Results to date include company-wide expense reductions of $5 billion per year by 2014 and over 30,000 job reductions (Phase I of II).
• Over time, this effort will produce a leaner, more efficient company and will help lower the efficiency ratio. Show less

Charlotte, North Carolina Area

Operations & Business Management: Led campus recruiting operations team and process improvement initiatives across the enterprise function. Drove financial efficiencies against a $17MM plan. Achieved 97% associate satisfaction in 2010.Associate Readiness & Proficiency: Led assessment and design of experiment (DOE) to improve skills, confidence and.

• Mass Affluent Revenue Growth: Top 5 Enterprise-wide growth initiative aimed at maximizing the customer experience by creating differentiated sales and service capabilities for 16 million Mass Affluent customers
• Built the governance, program office, and change execution team for the 2008 Mass Affluent / Retirement portfolio of initiatives
• Integrated across all programs to ensure flawless execution and efficient use of resources ($260MM investment)
• Represented Global Wealth and… Show more Mass Affluent Revenue Growth: Top 5 Enterprise-wide growth initiative aimed at maximizing the customer experience by creating differentiated sales and service capabilities for.
• Represented Global Wealth and Investment Management (GWIM) in the enterprise Business Change Council to drive adoption of the enterprise change management process across GWIMDelivered six sigma and change management.
• Earned Six Sigma Black Belt (2006): designed and executed a School Selection Model to enable optimal talent selection and resource utilization.

Enterprise wide change execution and adoption: Led a team of change managers and vendors to build and implement the Performance Management Tool. Leveraged change adoption techniques and stakeholder engagement to ensure readiness of over 100,000 employees across the company. Facilitated vendor relationship to ensure all deliverables were on time and on.

Technology Enablement: Led initiative planning for large technology dependent projects in the Wealth Management group. Served as primary relationship manager to the wealth management group to deliver technology enabled results. Designed, developed and deployed components of the Customer Relationship Management tool for client managers in the mass affluent.

Bachelor Of Arts - Industrial And Labor Relations, Economics And Sociology Of The Workforce; Minor In Accounting

Activities and Societies: YMCA Big Sister,

Masters Of Business Administration (Mba), Finance