BOOSTING NEW PRODUCT ADOPTION – Increased adoption of a new financial product after initial uptake was low due to lack of awareness. Gained leadership buy-in, showcased the product at national and regional team meetings, and conducted targeted outreach to financial advisors, resulting in a 143% increase in enrollment, 286% growth in assets, and a 100% rise in advisor adoption.SIMPLIFYING PROCESSES – Devised an innovative solution to an expected surge in proxy ballot requests. Analyzed… Show more BOOSTING NEW PRODUCT ADOPTION – Increased adoption of a new financial product after initial uptake was low due to lack of awareness. Gained leadership buy-in, showcased the product at national and regional team meetings, and conducted targeted outreach to financial advisors, resulting in a 143% increase in enrollment, 286% growth in assets, and a 100% rise in advisor adoption.SIMPLIFYING PROCESSES – Devised an innovative solution to an expected surge in proxy ballot requests. Analyzed voting patterns and discovered close alignments between advisor choices and Fidelity Charitable’s preferences. Re-engineered process to allow advisor selections for proxy votes, eliminating the need for additional staffing or technology.TRANSFORMING HIGH NET WORTH AQUISITION – Crafted service model strategy impacting all functions at Charitable and created go to market roadmap for newly defined high net worth clients. Assessed the competitive landscape, created a financial model, and secured approval from senior leadership, acquiring the investment needed to improve client experience and drive growth for customer segment that represents 30% of Charitable's assets. Show less

REVITALIZING LAGGING PROJECT – Drove the success rate of the annual granting policy update from 80% to 98% by instilling a sense of shared team ownership. Established Tableau dashboards for tracking and visibility for donor behavior, created new communication channels, and provided regular updates to senior leadership team. Earned a promotion to a Director for transforming the project and achieving $108 million in charitable donations. RE-ENERGIZING EMPLOYEE ENGAGEMENT – Amid the 2020… Show more REVITALIZING LAGGING PROJECT – Drove the success rate of the annual granting policy update from 80% to 98% by instilling a sense of shared team ownership. Established Tableau dashboards for tracking and visibility for donor behavior, created new communication channels, and provided regular updates to senior leadership team. Earned a promotion to a Director for transforming the project and achieving $108 million in charitable donations. RE-ENERGIZING EMPLOYEE ENGAGEMENT – Amid the 2020 crisis, revitalized a faltering Employee Engagement program by leading a team of seven to overhaul its structure. Analyzed past participation and feedback, redesigning the experience, and creating more equitable awards. Efforts culminated in the successful launch of the first-ever virtual awards ceremony, enhancing employee morale and increasing participation by 50%. Show less

STREAMLINING DATA MANAGEMENT – Identified critical data gaps in record-keeping system that hindered client service efficiency. Developed and proposed tailored data strategies to the client, successfully selling a $400K project with a two-year ROI. Significantly reduced inquiry volume and enhanced the overall client experience.LEADING WITH ANALYTICAL PRECISION – Orchestrated a critical project to disburse $1.5B in pension benefits for a client. Analyzed stumbling blocks in previous… Show more STREAMLINING DATA MANAGEMENT – Identified critical data gaps in record-keeping system that hindered client service efficiency. Developed and proposed tailored data strategies to the client, successfully selling a $400K project with a two-year ROI. Significantly reduced inquiry volume and enhanced the overall client experience.LEADING WITH ANALYTICAL PRECISION – Orchestrated a critical project to disburse $1.5B in pension benefits for a client. Analyzed stumbling blocks in previous disbursements and implemented measures to proactively address prior challenges like safeguarding resources. Through quality assurance and data integrity validation achieved the accurate and timely execution of client’s largest ever disbursement file. Show less

ENHANCING CLIENT SUPPORT – After the onboarding of a new client (Disney), escalated service issues threatening contractual SLAs. Employed Green Belt methodologies to analyze and determine the root causes and identified strategic interventions that successfully decreased escalations by 20%, ensuring compliance with service agreements and enhancing client satisfaction.BREAKING DOWN SILOS – Devised and implemented a job shadowing program to address recurring conflicts between front and… Show more ENHANCING CLIENT SUPPORT – After the onboarding of a new client (Disney), escalated service issues threatening contractual SLAs. Employed Green Belt methodologies to analyze and determine the root causes and identified strategic interventions that successfully decreased escalations by 20%, ensuring compliance with service agreements and enhancing client satisfaction.BREAKING DOWN SILOS – Devised and implemented a job shadowing program to address recurring conflicts between front and back-office staff. Enhanced mutual understanding, streamlined communication, and collaboration, improving both employee and customer experiences. Show less

Worked with internal teams to administer benefit programs for strategic clients. Trained teams in the US and India to support additional project requests.