Michael Dipierro Email & Phone Number

Florida, United States

Head of Product Management for the FIS Wealth Management Trust Accounting Platforms consisting of Charlotte, AddVantage, Global Plus, and TrustDesk.

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.
• 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

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.

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.
• 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.
• 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.

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.
• 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.

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.
• 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.

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.

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.

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.

• 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.
• 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

Ba, Biology

Mba, Banking And Finance