Marvin Clark Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

San Diego, Ca, Us

Served as the Head of Technology for the Digital Operating Platform. Maintained responsibility for creation, strategy, and execution of digital transformation (Robotics, Smart Workflows, Paper Digitization, and DataOps) at company. Led product management, governance, engineering, and operational stability of platforms. Implemented new modern technologies, including robotics processing automation (RPA), machine learning (ML), and artificial intelligence (AI). Served as the chief product owner for all digital transformation and automation within the firm. Led the implementation and management of reporting and analytics.

San Diego, Ca, Us

Head of Technology for the Growth organization that directed, defined, and implemented technology strategy for 18,000-plus financial advisors and 8 million investors in collaboration with C-Suite. Responsible for managing an organization of 250 employees and 200-plus contractors onshore/offshore. Accounted for one third of technology organization. Maintained responsibility for technology investment and strategic roadmap, mergers and acquisitions, business development, compliance, and regulatory and risk technology for firm. Led program and product management office and responsible for technology innovation office. Managed an annual core budget of $40M and oversaw the delivery of annual $250 million technology investment budget.

San Francisco, California, Us

Managed organization of 200 employees and 50-plus contractors onshore/offshore. Maintained responsibility for technology strategy, branch technology, and support for multiple sales channels. Managed all large enterprise programs that impacted cross-organization teams. Accounted for Shared Application Services (SAS) and platform management (infrastructure and branch technology) and release/change management organizations, which provided application development utilized across enterprise. Partnered with business and operation teams to identify technology modernization opportunities. Implemented capabilities with DevOps, hybrid cloud, robotics, and application portfolio management.

Oakdale, Minnesota, Us

Developed and implemented one-, three-, and five-year technology strategy and roadmap as well as fully automated compliance function significantly reducing regulatory risk and decreasing operating expense. Improved system availability to 99.95% through multiple modernization efforts. Delivered first fully integrated advisor desktop via new web portal, which significantly increased advisor NPS scores. Implemented straight through processing with paperless office; delivered substantial savings to firm while creating significant efficiencies for sales force and home office operations. Implemented program to cross-train engineering resources and create matrix skill set with flexible resource model.

Minneapolis, Mn, Us

Managed technology division, which included 150 employees and contractors (onshore/offshore). Increased overall sales and reduced advisor appointment preparation time by over 50%. Successfully implemented largest and most complex broker-dealer, web-based client aggregation platform allowing advisors and investors to view holdings on one consolidated report. Led enterprise data governance board and maintained responsibility for company’s overall data management strategy. Reengineered and digitized top forms used by advisor and client, increased productivity and usage of online platform.

Maintained responsibility for new client implementations, client training, custom application and report development, legacy data conversions, and change control management. Accounted for 20% of corporation’s revenue. Member of executive management team.

Maintained responsibility for engineering, testing, and support of proprietary trading desktop platform and support of web-based client applications. Managed daily support and maintenance of middleware (SQL Servers) and mainframe software. Technology leader for replacement of the back office custodial platform.