Ken Stein Email & Phone Number

New York, NY, US

• Partner with the C-Suite to define strategic plans, new business opportunities and drive initiatives to implementation.
• Led creation of interim post-Public Health Emergency Strategic Plan.
• Drove integration of group therapy practice to fruition of new expanded corporation.
• Interim leader of group therapy practice in a void due to departure of executive.
• Driving business planning for growth.
• Re-imagined and leading agency government and private grant operations.

Brooklyn, New York, US

• Represent corporate clients as on-site leasing and sales agent.
• Team with partners and management to position portfolio for optimal results.
• Closed over 150 deals in first 3 active years.
• Lease luxury start-ups.
• Re-lease and pre-lease existing portfolios of corporate properties.
• Provide input and feedback regarding pricing and marketing strategies.

New York, NY, US

Provided thought leadership across all business management, analytics and corporate planning and strategy efforts within the core Retirement and Individual business that provided over $4.6B in revenue, $1B in direct expenses and $5.5B in net flows (2013 FY). - Developed and led specific corporate strategy initiatives that primarily focus on growth.

New York, NY, US

• Managed strategy, needs analysis, design, facilitation and delivery for the major corporate projects and new products for field-based sales and service teams. Managed corporate Business Acumen Programs.
• Managed multiple teams of internal subject matter experts and external designers to design and implement programs to improve institutional knowledge and company specific business acumen.
• Led design, development, and implementation of learning programs to develop the business acumen of all levels of employees from c-suite new hires to entry-level employees both newly hired and experienced. Drove.
• Built, managed and facilitated blended training and enablement programs.
• Drove cultural change to a learning organization where leaders are accountable for educating others.
• Partnered with senior leaders to develop practicum learning components and coached them in preparation for facilitation.

Milwaukee, WI, US

• Consulting assignment at TIAA Retirement Services.
• Developed business requirements, training and sales support materials and presentations for the sales team, relationship managers and clients for Compliance Services.
• Developed and delivered consultative relationship management training for Retirement Services field teams.
• Coached subject matter experts and leaders in delivery of training components.

New York, NY, US

• Served as Chief-of-Staff for Managing Director, National Wealth Advisory Services.
• Led development and implementation of on-going training, practice management, sales support, communications and infrastructure needs for an advisory field force of 475 personnel.
• Managed a team of Sales Support Specialists to drive advisor readiness and client engagement.
• Co-Led Human Resources team responsible for accelerated recruiting, hiring, onboarding and of 100+ advisors.
• Partnered with Wealth Management Education, Marketing and Product Development in the creation and rollout of new products and services including training, coaching and communications.
• Managed a team of internal subject matter experts and external designers to design and implement new national Practice Management processes, routines and on-line tools for all advisory teams and management to drive.

New York, NY, US

• Managed projects within the start-up of the business to launch the organization’s new Wealth Management Group to address clients with higher accumulations.
• Managed creation and delivery of Wealth Management Advisor Professional Development Program.
• Built Director Professional Development Program to enable sales management and coaching.
• Managed the relationships with internal stakeholders and vendors to create and implement programs.
• Managed facilitation and delivery of program by external subject matter experts and internal leaders.
• Led creation of initial advisor processes as part of overall end-to-end process and value proposition.

New York, NY, US

• Created an internal communications function for the organization managing daily communications to all employees in a rapidly changing work environment.
• Designed and managed an internal visibility campaign for the organization’s new Chairman and CEO.
• Managed professional team in developing internal communications to increase employees' knowledge of our values, business initiatives and corporate culture.
• Drove C-Suite communications strategies to enhance intra- and inter-divisional communications.

New York, NY, US

• Managed four units with over 135 employees responsible for sales, service and asset retention through face-to-face visits, outbound and inbound telephone campaigns, correspondence, e-mail and seminars. Advocated the.
• Increased sales revenue by more than 150% over a two-year period.
• Launched new business unit dedicated to relationship management for high net worth customers.
• Managed one additional unit responsible for responding to inquiries and resolving complaints addressed to the Chairman, other executive officers and regulatory agencies.
• Established goals for each unit and oversaw creation of business plans, budgets.
• Evaluated a complex work environment and created transition plan to increase sales and financial counseling focus and improve productivity and workflow processes.

New York, NY, US

• Managed the project and technology initiatives to support the contact centers.
• Managed a team of project professionals, business analysts and technology specialists.
• Ensured project activities complied with company and client business requirements and appropriate regulatory authorities.
• Represented customers' interests during the planning, design, and execution of CRM-related projects.
• Led internal consulting projects to drive effectiveness, organizational structure and change.
• Created position descriptions, compensation bands and organizational structure for the area.

New York, NY, US

• Managed start-up of call center dedicated to providing services for individual customer accounts. Consolidated functions from a number of back office areas into the contact center.
• Managed growth of unit from 14 associates to 48.
• Revised workflows to increase productivity resulting in increased productivity and customer satisfaction metrics.
• Project Manager for team to revise IVR, including efforts to support a new family of mutual funds and after-tax annuities.
• Partnered with IT, Telecommunications and outsourcing firms to develop unique solutions to provide seamless service and exceed customer expectations.
• Business owner for start-up of interactive online services providing customers ability to manage accounts and transact through web services.

New York, NY, US

New York, NY, US

• Supervised call center dedicated to providing financial counseling to retirement plan participants including the retirement planning process, arrangement of benefit payments, tax-related questions and arrangement of.
• Supervised 45 associates. Conducted evaluations of team leaders and assisted in the quality evaluations of representatives.
• Evaluated call volumes and created staffing plans and schedules.
• Conducted analysis to increase customer service levels resulting in the consolidation of call centers.

New York, NY, US

• Supervised team of counselors in providing financial counseling and service to retirement plan participants.
• Managed workflows to ensure that incoming inquiries were responded to within corporate standards and regulatory guidelines.
• Coached counselors in face-to-face counseling, writing and presentation skills.
• Led retirement and financial services seminar and counseling teams in the field in both community and employer settings.
• Led revision of content and format of retirement and financial services seminars.
• Conducted employee evaluations.

New York, NY, US

• Provided retirement counseling to customers through correspondence, face-to-face visits and seminars.
• Managed changes impacted by life events for plan participants.
• Partnered with institutional services and plan administrators for employee engagement.

New York, NY, US

Bachelor Of Science - Bs, Economics

Master Of Science - Ms, Business Management And Leadership

Education record

Master Of Science In Business Management And Leadership, Business Administration And Management, General