Michael Dipierro

Michael Dipierro Email and Phone Number

Director @ OneVest
Florida, United States
Michael Dipierro's Location
Greater Tampa Bay Area, United States, United States
Michael Dipierro's Contact Details

Michael Dipierro personal email

Michael Dipierro phone numbers

About Michael Dipierro

I am a Product Management leader with more than 20 years’ experience in product management and strategy with extensive experience in creating and implementing innovative digital solutions designed to acquire, service, and deepen customer relationships. I am a Certified Product Manager with breadth and depth of experience in traditional product management functions including strategic planning, new product development; roadmap creation and prioritization; user personas, and competitive analysis. I have achieved numerous industry awards throughout an illustrious career of managing and creating successful products. Subject matter expertise within wealth management, retail brokerage, FinTech software, Registered Investment Advisors (RIAs), self-directed online brokerage, and banking. My passion is to build and innovate. I enjoy meeting the users of the system I manage, understanding their needs, and pain points, and crafting a solution that provides a great user experience and delivers on what they are looking for. In my current and previous roles, product adoption, utilization and growth has been my major focus. My goal is to strategically align products and solutions with the needs firms and users to help grow their businesses. Over the years I have developed a strong understanding of the technology solutions offered throughout the industry. I have worked in depth with a variety of platform technologies while acting as a trusted advisor to key strategic clients. I have been acknowledged as a pro-active, hands-on problem solver who quickly and effectively initiates cohesive, well-communicated solutions. As an accomplished senior manager, I am skilled at networking, building strong relationships, leading business teams and inspiring others in creating and executing user-centric initiatives, while delivering results across a variety of different channels including mobile, online, desktop, SAAS, and digital. Signature Leadership Qualifications And Skills Include:Team Leadership • Coaching • Consensus Building • Product Strategy / Management • Product Planning/Launch • User Experience • Content Strategy • Product Marketing michael.dipierro@gmail.com

Michael Dipierro's Current Company Details
OneVest

Onevest

View
Director
Florida, United States
Website:
onevest.com
Employees:
91
Michael Dipierro Work Experience Details
  • Onevest
    Director
    Onevest
    Florida, United States
  • Fis Global
    Director, Product Line Manager, Wealth, Retirement & International
    Fis Global Jul 2022 - Present
    Head of Product Management for the FIS Wealth Management Trust Accounting Platforms consisting of Charlotte, AddVantage, Global Plus, and TrustDesk.
  • Jpmorgan Chase & Co.
    Vice President, Disputes
    Jpmorgan Chase & Co. Mar 2021 - Jul 2022
    New York, Ny, Us
    Served as a Senior Product Owner for the Disputes & Chargebacks producs responsible for driving the vision; direction for the products and related initiatives; and developing and executing a roadmap for Merchant Services to deliver product capabilities necessary to maintain a leading acquiring position, both domestically and internationally.• Led a business unit remediation plan to resolve a issue relating to chargeback images being illegible and degraded causing merchants to lose dispute cases, which prevented further fines levied against Chase. • Interfaced with sales, sales support, marketing and operations partners to engage customers and inform customers of the detailed features and functionality of Disputes products and platforms
  • Raymond James
    Director
    Raymond James Apr 2018 - Oct 2020
    St. Petersburg, Florida, Us
    Internal consultant within Product Management providing leadership for delivering strategic initiatives and developing go to market strategies for new products used by Raymond James Financial Advisors and RIAs.• Acted as business lead for developing and implementing a compliant texting solution utilized by more than 40% of all Financial Advisors. Oversaw all related launch activities including creating marketing and training materials; coordinating betas and pilots; onboarding; and acting as the liaison with legal, compliance, and supervision teams to ensure the solution met all regulatory and archiving guidelines. • Served as the facilitator between the Regulation Best Interest PMO and Private Client Group Technology product teams in order to ensure tools needed by Financial Advisors to remain compliant with the industry initiative were built and delivered.• Led a project to research and select an online scheduling vendor to be used by Advisors for automating meetings with clients and prospects. This project also included comparing to an internal build and comparing costs over time. • Created a strategic analysis report on Cash Flow planning in order to understand how Financial Advisors use this while servicing their clients and to evaluate the validity of the initiative for Raymond James Advisors.
  • Morgan Stanley
    Vice President, Advisor Platforms And Digital Product Management
    Morgan Stanley Sep 2015 - Apr 2018
    New York, Ny, Us
    Business owner of the 3D Mobile application and responsible for creating the product roadmap, user experience, and evangelizing mobile to Financial Advisors. Leader of key components of the Platform Technology Initiative and project Unify covering the modernization and simplification of the Morgan Stanley desktop.• Led, developed, and oversaw implementation of the new 3D Mobile application consisting of a vastly improved user experience and advanced functionality resulting in a 2000% increase in monthly usage and winning the 2016 Waters Best Sell Side Mobile Application. • Oversaw the redesign of key views within the 3D desktop developed by meeting with Financial Advisors and holding numerous usability sessions.• Workstream leader as part of the Wealth Management initiative to simplify and change the way Financial Advisors onboarded, implemented models, and serviced clients. • Directed user experience for the migration of Financial Advisors to a new Mobile Device Management system and the implementation of Skype to branches. • Developed the mobile strategy and vision; and created the 2-year product roadmap for 3D Mobile.• Led delivery of a compliant texting and video conference solution allowing Financial Advisors to engage their clients in new ways while improving their productivity.
  • Pershing, A Bny Mellon Company
    Vice President, Principle Product Manager, Platform Strategy Group
    Pershing, A Bny Mellon Company Jul 2013 - Mar 2015
    Jersey City, New Jersey, Us
    Led and managed a team of product managers responsible for creating new solutions to foster the advisor and client relationship. Provided strategy and leadership for the NetX product suite including serving as product owner for the NetX Mobile product line, responsible for enhancing content for the market data and research components of NetX360 and NetXInvestor; and developing a new compliance and risk proposition within NetX360. Served as the business owner of the NetX360 Mobile and NetXInvestor Mobile product line overseeing the P&L, resource allocation, and responsible for drafting yearly budgets.• Oversaw re-launch of NetX360 Mobile in order to better attract and retain advisors by encompassing design and user experience. Ran the adoption and change management campaign for all related launch activities including training, revamping marketing materials; coordinating and running internal and external betas; and ensuring compliance with FINRA, Microsoft, and Apple.• Led development, implementation, and ongoing content management of the market data and research products offered through NetX360 and NetXInvestor. • Extended the NetX Mobile product lines with new offerings including branded advisor mobile apps, mobile check deposits, and created the first advisor facing app for the Microsoft Surface Pro tablets.• Served and led initiatives on the Pershing Innovation committee.• Completed a competitive analysis project comparing NetX360 with 11 of Pershing’s main competitors and used the information leaned to drive the product roadmap. • Won the 2014 Waters Best Sell Side Mobile Application, AFTA 2014 Best Mobile Initiative, Wealth & Finance INTL’s 2014 Wealth & Money Management Award and 2014 Investment News Most Popular Mobile Application for Advisors awards for the new NetX360 Mobile.
  • Thomson Reuters
    Head Of Content Strategy And Distribution
    Thomson Reuters Jun 2011 - Mar 2013
    Toronto, On, Ca
    Led and managed a team of product managers chartered with developing new and innovative digital solutions offering Reuters content and assets in a variety of different methods including mobile, online, through the desktop, in social media platforms, and through digital signage sold either at the enterprise or SAAS.• Developed a strategic and tactical plan to take advantage of the increased focus advisors are placing into social media as a way to promote their business and build customer acquisition. • Served as Wealth Management product manager for Thomson ONE Mobile for Wealth Management and EIKON mobile for Wealth Management product lines available on the BlackBerry, iPad, and iPhone.• Enhanced content for Reuters Insider, a streaming video platform, through a combination of internal and third-party videos and oversaw the creation of a premium commercial package offered to financial advisors.• Served as proposition owner and defined key workflows, user experience, and content for the market monitoring components of the Thomson ONE Wealth Management workstations.• Led a POC with four vendors for building a new Wealth Management mobile app used for prospecting, presenting, and client engagement.
  • Sungard
    Product Manager, Wealthstation
    Sungard Jun 2007 - Jun 2011
    Wayne, Pa, Us
    Owned the Advisor Desktop. Served as product owner and set strategic direction for the trading and client facing solutions for WealthStation, a wealth management platform serving professional users, advisors, and RIAs; and WealthStation Investor, a self-directed and active trader platform, used by retail investors sold either at the enterprise or SAAS.• Planned and set the tactical roadmap for WealthStation Trading product line. • Managed the team writing business requirements and functional specification documents.• Introduced Agile methodology to WealthStation Trading development team and served as product owner, scrum master, and led sprint planning meetings.• Started and ran User Group(s) with the goal of providing the user community with an open forum to discuss and identify common issues, assist each other, and worked with SunGard to resolve these issues. • Performed competitive analysis and created positioning documents on WealthStation’s direct competitors.• Worked closely with Product Group(s) within Development throughout software development life cycle to ensure success of development initiatives.• Interacted with the Customers, Sales, Marketing, and Account Management to identify new markets and new opportunities for product enhancements; monitor new product launches, and identify business development opportunities.
  • Ibm Global Services
    Managing Consultant, Crm-Wealth Management
    Ibm Global Services Jan 2007 - Jun 2007
    Armonk, New York, Ny, Us
    Founding team member of a new segment within IBM global services comprised of management consultants assisting global Wealth Management banks with their CRM needs.• Wrote business requirements and use cases for a contact management system used by over 15,000 financial advisors for the GWM division of Morgan Stanley.• Served as engagement manager and business analyst for an Outlook integration product for Notes, Contacts, and Tasks within a client’s CRM system.• Helped to develop an offering to support Salesforce.com implementations.
  • Capgemini
    Senior Consultant, Wealth Management
    Capgemini May 2005 - Jan 2007
    Paris, France, Fr
    Served as a management consultant focusing on large global banks and brokerages performing tasks including business analysis, project management, product strategy, implementation, QA, and change management.• Developed an RFI for choosing a wealth management platform for Charles Schwab.• Ran a benchmarking assessment of internal systems against advisor workstations for Charles Schwab.• Developed an initial set of business requirements for wealth management workstation based on research and interviews with a client’s executive team and advisors.• Wrote and executed system and UAT scripts for the implementation of a wealth management website for the ultra-high net worth division at Bank of America.
  • Bearingpoint
    Senior Consultant, Wealth Management
    Bearingpoint Nov 2003 - Jun 2005
    Amsterdam, Nl
    Served as a management consultant focusing on Wealth and Investment Management firms. Worked on multiple projects ranging from pure strategy to implementation of Wealth Management platforms and initiatives.• Performed a current analysis on the mutual fund transfer agency operating models of Bank One and JP Morgan Chase and recommended future state operating models for the combined operations of both entities. • Created a business requirements document for plan sponsors to have the ability to perform updates to participants ESOP data via the Internet for the Retirement Services Group of Merrill Lynch.• Responsible for project management of consolidation from current custodians and local markets to JP Morgan Investor Services; and acted as Custodian Migration Lead at Wachovia Securities/First Clearing.• Researched and met with over 30 trade order matching vendors as part of a market analysis in preparation to outsource and replace the current system.• Consulted as product manager/ business analyst in the private client and wealth management division of Deutsche Bank Alex. Brown.• Managed QA and User Acceptance Testing for Deutsche Bank’s online trading website, knowledge management system, and private wealth management intranet. • Wrote instructional documents and trained new users for content management application.
  • Automated Financial Systems
    Vice President Of Brokerage Operations
    Automated Financial Systems Jul 2000 - Nov 2003
    Responsible for overseeing day to day operations of project managers, account managers, help desk, quality assurance departments, and all other areas of customer service and customer experience at a software firm specializing in front office advisor workstations and white labeled self directed client trading portals• Managed or led implementation teams responsible for launching over 100 online trading websites for broker/dealers, banks, clearing firms, and registered investment advisors• Designed and introduced new product offerings, including writing and marketing new product releases, and helped set pricing of software line• Identified new co-branding and strategic partnerships for new products and upgrading of current software • Acted as lead project manager for website design, implementations, new strategic initiatives, product development, marketing campaigns, market research, gap analysis, and other large, complex projects• Created complete project plans including project resource management, project quality control, project communications plans, and project scope management

Michael Dipierro Skills

Product Management Strategy Business Analysis Crm Financial Services Business Development Wealth Management Management Strategic Partnerships Project Management Competitive Analysis Strategic Planning Leadership Management Consulting Business Strategy Integration Vendor Management Product Marketing Agile Methodologies Marketing Product Development Business Process Improvement Program Management Sales Saas Process Improvement Mobile Devices Start Ups Enterprise Software Digital Product Development Banking Analytics Customer Service Outsourcing Salesforce.com Business Intelligence Market Research Team Leadership Operations Management Customer Relations Product Strategy Change Management Training B2b Contract Negotiation Business Requirements Cloud Computing Analysis Mobile Applications Market Analysis

Michael Dipierro Education Details

  • Boston University
    Boston University
    Biology
  • Hofstra University
    Hofstra University
    Banking And Finance

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Michael Dipierro attended Boston University, Hofstra University.

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