Michael Blanchard Email & Phone Number

Boston, Ma, Us

I was recruited to oversee Fidelity Institutional Wealth Management Services B2B training division because of my expertise in analyzing projects, identifying potential issues, formulating plans, and effecting solutions. The Training Development & Delivery group develops client training content, provides technology, and directly trains clients on Fidelity’s proprietary virtual wealth and investment management platform. My role focuses on implementing changes to improve content, training delivery, and learning technology, with the goal of optimizing the client experience.𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Reoriented client training from in-person to 100% virtual because of COVID restrictions. ★ Deepened client connections with introduction of personalized training assignments, scenario simulations, and shifting group engagement, leading to clients reporting preparedness scores of 96% following training.★ Hosted 35K client attendees over 2500 learning sessions in 2022. ★ Developed future vision and strategic roadmap to optimize technology usage, increase content use metrics, and improve client experience. ★ Established KPIs to measure resource utilization, gauge client training efficacy, and improve business outcomes.★ Recorded top 3 most hours in organization as a volunteer enterprise coach, with 94% of associates I coached responding that they implemented my advice and recommended my coaching.

Boston, Ma, Us

I pivoted to a strategy role in the customer-facing division of Fidelity Institutional Wealth Management Services, operating as chief of staff and reporting to the Executive VP for Client Experience in a newly created position. I collaborated on the creation of annual business plans, the multi-year strategic vision, and key performance indicators for the organization. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Partnered with leadership to craft vision for Client Experience team’s digitization strategy, transforming customer experience, and increasing operational efficiency.★ Created and rallied consensus on adoption of key operating principles for leadership team, unifying team during transitional time, and this initiative was later adopted for management across organization. ★ Established communications strategy for presentation and discussion of key operating principles to measure progress towards achievement of goals and make adjustments if needed.★ Co-led the Workforce of the Future team, which identified needed skills for a changing operating environment, developed a roadmap, and identified impediments and aids to progress.★ Drove the business team project to improve control environment and operations by implementing associate training, tools to mitigate fraud, supporting call capture, analyzing service inquiries, and client authentication. ★ Collaborated with Executive VP for Client Experience and HR to implement organizational redesign project, improving functional alignment of positions, increasing collaboration, and re-centering goal of customer experience satisfaction.

Boston, Ma, Us

I led the Fund of Funds organization and directed delivery of Cash Management Services, including cash availability reporting and oversight, lines of credit, and interfund lending for the Fidelity Group of Funds. I continued to lead these groups after being selected to stabilize the Global Corporate Actions team, providing supervisory responsibility for all three departments. I managed 6-11 VP and senior director level direct reports and up to 130 associates over my tenure in this position. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Tapped to take over implementation of technology project that was more than 1 year behind schedule and $3M+ over budget. The implementation was completed on time, on budget, and without business disruption.★ Retooled staffing for Transfer Agency Services group, reducing headcount by 20%, while maintaining workflow.★ Supported Asset Management team’s long term global expansion goals, deploying automation tools that facilitated investment in offshore currencies. ★ Championed $3M initiative to retire obsolete technology and expand automation.★ Led renewal of committed credit facility for 5 years, delivering the largest and lowest priced funds credit facility among comparable asset managers. ★ Posted 99.9% process quality for Cash, Global Corporate Actions, and Fund of Funds functions in 2014-15.

Boston, Ma, Us

I was selected by executive management to join team tasked with making operational and managerial change recommendations to the organization.𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Analyzed operating model to support global expansion of organization, making suggestions for strategic growth. ★ Collaborated on strategies to reduce errors in on-boarding and improve client satisfaction.

Boston, Ma, Us

I gained regulatory oversight experience in this position, in which I supervised blue sky regulatory compliance for Group of Funds. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ I coordinated with external vendor for maintenance of 24,000 state permits. ★ I oversaw $1M+ project replacing blue sky management and sales reporting system on time and budget.

Bachelor Of Science - Bs, Business Administration, Finance Concentration

Securities Industry Institute: Sifma | Wharton Business School Executive Leadership Program

Graduate Certificate, Executive Coaching

Selected As 1 Of 30 Global Candidates To Participate In Immersive Executive Co-Hort.

Executive Leadership Development Program