Kyle Esterbrook Email and Phone Number
As a strategic and operational leader with 20 years of experience in financial services, I have deep expertise in leading client services, simplifying and managing complex regulatory and operational environments, optimizing processes and technology, and driving growth and peak performance for individuals, teams, and business units. I have applied Agile, Lean, and Design Thinking to deliver large-scale initiatives that aligned with strategy and improved competitive positioning. My strengths include mobilizing teams around a meaningful purpose, solving knotty problems, owning programs/projects from end to end, and coaching others to embrace change and deliver exceptional outcomes in entrepreneurial, transformational, and operational business units. CORE CAPABILITIES• Strategic thinking and stakeholder alignment• Business unit transformation and optimization• Business case ROIs, prioritization, budgets/resources• Project/program, change, and risk management• Compliance, broker-dealer, and 401(k) operations• Process improvement and change management • People leadership, coaching, and development• Relationships, partnerships, and vendor management• Persuasion, influence, collaboration, and coaching• Financial planning; Nonprofit board certification
The Episcopal Academy
View- Website:
- episcopalacademy.org
- Employees:
- 362
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Assistant Lacrosse CoachThe Episcopal AcademyPhiladelphia, Pa, Us
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Ceo Of Goalie LamaGoalie Lama LlcPhiladelphia, Pa, Us
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Senior Program Leader, Institutional DivisionVanguard Jul 2022 - PresentMalvern, Pennsylvania, United StatesLed cross-functional teams to implement large-scale strategic projects within tight deadlines.• Partnered with an external consulting firm to drive new growth by implementing a new business model that overhauled institutional recordkeeping services for plan sponsors and consultants. -
Senior Program Consultant, Institutional DivisionVanguard Feb 2020 - Jul 2022Malvern, PaServed on a small team created to drive multiple transformational efforts to reshape the institutional business by eliminating inefficiencies and reducing costs to improve plan sponsor, consultant, and participant experiences.
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Retail Brokerage Oversight & Control Manager, Retail Brokerage Operations DivisionVanguard Mar 2017 - Feb 2020Malvern, PaLed a team of 25 crew that delivered a wide array of regulatory client communications, including monthly brokerage statements, periodic notices, and annual tax forms.• Executed a multi-year automation program that improved client communications processes, thus decreasing volumes by 75%, avoiding 20 new FTE hires, and avoiding multimillion dollars in expenses. • Saved close to $1 million through multiple continuous improvement cycles by supporting the infusion of Agile and Lean methodologies across business lines.
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Retail Operations Manager, Retail Brokerage Operations DivisionVanguard Feb 2013 - Feb 2017Malvern, PaLed a team of 55 crew members and contractors across 5 distinct business units. Implemented large-scale projects with tight deadlines and increased the engagement score from 2.34 to 4.24 (out of 5).• Spearheaded the first #GoDigital technology platform ($2+ million spend), which enhanced crew and client access to historical data, shifted clients’ behavior toward online, and decreased call volumes by 60%. • Transformed the Returned from Post Office (RPO) removal process by expanding crew and client capabilities, which reduced mailed address change volumes by 85% and saved 9,700 processing hours, nearly eliminating the function.
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Vendor & Resolution Services Leader, Education Savings DivisionVanguard Nov 2010 - Jan 2013Malvern, PaLed a hybrid team of 7 administrators responsible for client resolution and oversight. Coached and developed client-facing crew who tailored Vanguard products to meet clients’ educational savings needs. • Redesigned the resolution services unit by creating a new service model with single case ownership and point of contact resolution with the 3rd-party recordkeeper. The new model reduced cycle time by 38% and increased client satisfaction by resolving most cases within 3 business days.• Managed the business relationship with the recordkeeping vendor (Upromise) to ensure a streamlined experience for crew and clients; handled plan design changes and technology elevations.
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Education Team Leader, Education Savings DivisionVanguard Nov 2008 - Oct 2010Malvern, PaLed, coached, and developed a multi-site call center with 10 education relationship specialists supporting a $10 billion AUM 529 business across 6 full-service state plans.
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Small Business Services Senior Administrator, Retirement Plans DivisionVanguard Apr 2005 - Oct 2008Malvern, PaSelected to lead and administer plan rule guidance for complex retirement plans: SEP IRAs, Simple IRAs, Money Purchase Pension Plans (Keoghs), Profit Sharing Plans, and Individual 401k and 403b plans.
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Education Relationship Specialist, Education Savings DivisionVanguard Jan 2005 - Mar 2005
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Client Relationship Specialist, Retail DivisionVanguard Sep 2004 - Dec 2004
Kyle Esterbrook Education Details
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Finance | Business Administration | Political Science -
Organizational Leadership
Frequently Asked Questions about Kyle Esterbrook
What company does Kyle Esterbrook work for?
Kyle Esterbrook works for The Episcopal Academy
What is Kyle Esterbrook's role at the current company?
Kyle Esterbrook's current role is Assistant Lacrosse Coach.
What schools did Kyle Esterbrook attend?
Kyle Esterbrook attended Cabrini University, Cabrini College.
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