A forward-thinking, technically oriented corporate administrative & operations executive with extensive experience in enhancing corporate culture to create a highly effective organization producing exceptional client service results. Excels at building strong relationships across multiple levels within & outside of company through positive communication & by demonstrating high levels of patience, confidence, analytical & conflict resolution skills. In-depth knowledge & hands-on experience in project management, with extensive knowledge of applicable regulatory reqs, policies & procedures. Proficient using advanced enterprise applications & communication tools. Recognized for managing multiple large, complex projects & programs to success by coordinating & streamlining the most chaotic processes.KEY ACCOMPLISHMENTS·Invest for Growth: Created dynamic process to control hiring at all levels to ensure the right talent was in place to grow their business·Analyst Development Program: Oversaw development, implementation and enhancement of development programs, which changed how the businesses sourced talent for growth·Technology Enhancements: Defined, oversaw and implemented strategies delivering new ways to work using technology, digitization, and mobilityBusiness StrategyChannel Development | Business Development | Sales Admin | Expansion/M&A Opportunities | Product Rollouts | Staffing Plan | Budget Oversight | Compensation Strategy | Licensing/Certification Oversight | Realty Svcs Planning Client/Employee ExperienceSuperior and Consistent Client Experience | Process Efficiency | Client On-Boarding | Client/Employee Satisfaction Strategy Execution Talent DevelopmentRecruiting | Strategy, Execution & Placement of Staff Development Programs | Coaching & Mentoring | Strategy, Execution & Coordination with Internal Partners for Employee Training | Diversity & Inclusion TechnologyDevelopment & Buildout of Digital Strategy | Technology Upgrades & Restructure |Data Reporting/Analytics | Data Strategy | Data Governance
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Chief People OfficerHb WealthTowson, Md, Us -
Chief Operating OfficerWms Partners Oct 2021 - PresentTowson, Maryland, UsOversees the firm's day-to-day operations, ensuring compliance with regulatory requirements, and implementing strategic plans to achieve the company's financial goals. Helps align the firm’s talent with its long-term objectives by focusing on building world-class teams and a strong organizational culture. Enhances operational efficiency and optimizing processes to maintain a high level of client satisfaction. Works closely with the CEO and other executives to make key business decisions and promote the company's growth and success in the financial services industry. A member of the firm’s Management Committee. -
Principal, Chief Advisory OfficerWms Partners Dec 2019 - Oct 2021Towson, Maryland, UsProvides consistent leadership to WMS Partners’ growing team of financial advisors and is responsible for developing a cohesive environment, ensuring a superior and consistent level of client service, implementing necessary policies and procedures, and assuming accountability for the team’s results.
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Chief Operating Officer, Senior Vice President, Pnc Wealth ManagementPnc 2018 - 2018Pittsburgh, Pennsylvania, UsCollaborated with senior leadership of wealth management to coordinate planning, execution and oversight of strategic initiatives and operations, including planning and budgeting, risk management strategy, reporting and analytics and business and client solutions. Planned, organized, directed, analyzed and evaluated staff and processes. Leveraged strong partnerships with key decision makers to ensure cross-business and cross-functional alignment/synergies. Directed risk management strategy and program execution for line of business. Worked with risk management and other internal partners to monitor changes in internal/external factors and to ensure compliance with regulations and policies. Developed, implemented and monitored reporting and analytics used in identifying issues, evaluating performance and driving strategic and tactical decisions. Oversaw and coordinated marketing, communications and other servicing initiatives to enhance client experience and ensure consistency across line of business. Coached and developed staff, including managing performance-based issues as well as acquiring and mentoring top talent. • Go-To-Market Model: Directed successful delayering of siloed structure in both institutional and wealth to one in which local market leaders closest to the client had the power to direct the client experience.• Invest for Growth: Redirected day-to-day focus to opportunities for growth. Created dynamic process to control hiring at the region, market, function and role level to ensure the right talent in the right places to grow businesses. -
Managing Director, Asset Management, Senior Vice PresidentPnc 2015 - 2018Pittsburgh, Pennsylvania, UsManaged administrative and operational activities of wealth business and outsourced CIO, retirement plan services and proprietary institutional asset mgmt businesses. Drove business priorities and provided strategic direction of wealth and institutional asset management businesses, working with line of business leaders and internal partners to raise each organization’s profile as a market leader.• Analyst Development Program: Oversaw development, implementation and enhancement of institutional and wealth development programs. The programs changed how the businesses sourced talent needed for growth through attracting higher-level quality of talent and significantly reducing need to backfill externally. -Transformation: Increased operating leverage by placing analysts in roles while in program. Decentralized program to fill roles in any market. Built exceptional internal hiring pipeline. -Talent: Utilized robust quantitative methodology to score candidates, resulting in 2018 diversity above corporate average. Increased commitment from senior leadership to participate in interviewing process. -Training: Enhanced initial foundational training to cover all aspects of LOBs. Supported progress toward required certifications. Achieved CFA success rate above industry average for all three levels. -Retention: Reached target retention levels.• Technology Enhancements: Defined, oversaw and implemented strategies and initiatives that delivered new ways in which institutional and wealth can work, using technology, digitization and mobility. Oversaw efforts to improve dramatically the employee and client experience, reduce risk, reduce cost and improve ability to scale the businesses profitably and rapidly. • Risk Management: Held senior role in RIA with focus on regulatory and administrative actions and controls to ensure compliance with SEC requirements.• Talent Development: Responsible for ensuring the right talent in place to grow business.
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Chief Administrative Officer, Senior Vice President, Institutional Asset Mgmt And Pnc Capital AdvPnc 2010 - 2015Pittsburgh, Pennsylvania, UsManaged administrative and operational activities of institutional asset management business. Directed numerous complex projects in large and changing environment within organization as well as industry, including leading several operational integrations as a result of mergers. Identified areas of expansion and improvement, devising strategies to fulfill objectives. Reviewed budgets and work plans and recommended ways to improve system capabilities. Acted as chairperson of Capital Advisors Operating and Proxy Voting Committees and member of institutional leadership and Capital Advisors Management Committees. Assisted CEO in annual planning for business operations and budgets.• Functioned as HR business contact for institutional asset management, including compensation, recruiting, employee relations, job description and grading consistency, talent development, mentoring, as well as HR audits. Served as senior business contact for compliance (business/advisor, regulatory, SEC), legal, technology, finance, audit, realty services and disaster recovery.• Evaluated staff and process performance. Conducted employee development programs as required. Mentored team leaders to achieve assigned targets.• Focused on expense reduction. Created and maintained policies, processes and procedures from regulatory and business perspective.
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Business Administrator, Merger & Acquisition Coordinator, Senior Vice PresidentPnc 2007 - 2010Pittsburgh, Pennsylvania, UsSupported head of Institutional Investments with oversight of administrative and operational activities of firm. Coordinated merger and divestiture activities of several institutional M&A opportunities. Directed vendor management. Oversaw implementation of technology solutions. Conducted employee development programs. Focused on expense reduction. Created and maintained policies, processes and procedures from regulatory and business perspective.• Directed successful integration of National City and Mercantile-Safe Deposit institutional businesses.• Reviewed budgets and work plans and recommended ways to improve system capabilities.
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Director Business Administration, Mercantile Investments And Wealth ManagementMercantile Safe Deposit & Trst 2002 - 2007Provided support to chief operating officer with oversight of all administrative and operational activities of firm. -
Manager Of Applied TechnologyMercantile Safe Deposit & Trst 1997 - 2002Analyzed information requirements, created design specifications and managed quality.
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Client Relationship ManagerMercantile Safe Deposit & Trst 1989 - 1997Administered client accounts under wills or deeds, revocable and irrevocable, as well as agency accounts.
Laura Carr Education Details
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Loyola University MarylandConcentration In Mis -
Villa Julie College (Now Stevenson University)Paralegal Studies
Frequently Asked Questions about Laura Carr
What company does Laura Carr work for?
Laura Carr works for Hb Wealth
What is Laura Carr's role at the current company?
Laura Carr's current role is Chief People Officer.
What schools did Laura Carr attend?
Laura Carr attended Loyola University Maryland, Villa Julie College (Now Stevenson University).
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