Michael Wolff Email & Phone Number

Moraga, Ca, Us

San Francisco Bay Area

Lead strategy and evolution of technology roadmap for Retiree Inc. portfolio of solutions. Manage life cycle for portfolio of complex retirement income products and value-add offers that maximize engagement and deliver differentiated service to the client(s) across multiple business units. Develop strategy for products and offers in collaboration with business and functional leaders. Drive technology and product innovation for pre-retirees and retirees across distribution channels. The Retiree Inc. portfolio supports the firm’s broad education and advice efforts intended to optimize retirement planning outcomes for our clients

San Francisco Bay Area

• Launched innovative, proprietary goal-based wealth management platform to Morgan Stanley’s network of 16,000 financial advisors• Designed cutting-edge hybrid digital advice service targeting mass affluent customers combining collaborative digital experience with remote team of experienced financial advisors • Built and managed cross-functional team of product owners, business analysts, UX designers, operations specialists, and field engagement reps developing digital advice tools and solutions

San Francisco Bay Area

• Defined and delivered next generation cloud-based automated digital investing platform resulting in sales to over 50 firms with over $16B in AUM• Landed several high-profile enterprise deals worth over $2M in annual revenue and $1.5B in AUM• Built and scaled up product, sales, marketing, customer success, and operations teams and processes to meet customer demand and company needs

Walnut Creek, Ca

• Built and led high-powered product organization that successfully delivered innovative digital wealth management platform and portfolio of products with over $20M in annual revenue• Led SaaS transformation and launched ASI’s Platform as a Service business model resulting in over $2M in annual reoccurring revenue with 20% annual growth

Lafayette, Ca

• Launched ASI’s Goal-Based Wealth Management platform to over 50 firms garnering multi-million dollar enterprise deals with several large financial services institutions• Successfully led major client implementation projects for Citigroup, Russell, Everbank, BGI, StateStreet, Sharebuilder, MFinancial, Vanguard, and First Federal Bank

Mountain View, Ca

• Directed sales and marketing efforts for cloud-based portfolio accounting solution for investment advisory firms resulting in over $1M in revenue in first year • Developed and implemented comprehensive go-to-market strategy focused on driving brand awareness and rapid adoption resulting in 2K leads, 200 clients, 20% marketing ROI in first 6 months

Lafayette, Ca

• Successfully rolled out innovative web-based asset allocation proposal tool for Barclay’s Global Investors (BGI) servicing over 20,000 advisors through BGI’s advisor services web site and resulting in over $2M annual recurring revenue• Developed and launched flagship Client Acquisition Platform achieving over $10MM in annual sales• Designed ASI’s Portfolio Rebalancing Solution and landed first enterprise deal with TD Ameritrade worth over $6MM in lifetime revenue

San Francisco, Ca

Managed large-scale B2B/B2C ecommerce implementation projects for key enterprise clients across multiple industries generating over $1M annually in professional services revenue

San Francisco, Ca

Launched training organization for extensive community of enterprise customers and partners achieving profitability in less than 2 years

Burlingame, Ca

Achieved $1M in sales for first year as company's only sales engineer

Certificate, Data Science: Bridging Principles And Practice

UC Berkeley Executive Education's Data Science: Bridging Principles and Practice gives participants with non-technical backgrounds.

Bachelor'S Degree, Business/Managerial Economics