Nick Santilli Email & Phone Number

Westlake, Texas, Us

Manage a cross-enterprise conversational platform ecosystem, which supports how Schwab has conversations with its clients and prospects. Manage an AI-driven NLP platform, support Digital Chat and Messaging Platform, and directly managing distributed Enterprise Search supporting prospects and clients in partnership with marketing, RIA's, Traders, and other lines of Schwabs business. This work spans Schwabs public and authenticated .COM's as well as Mobile applications on Android and iOS.

Westlake, Texas, Us

Managed expert team of teams across Schwab.com and TDameritrade.com web properties with focuses on platform health, digital capabilities, and overall strategic direction.- Successfully integrated millions of TDA clients into the Schwab Digital Retail ecosystem.- Reviewed countless digital experiences to ensure high quality client experience.- Developed a Digital Standards program for all Product Managers in the Retail ecosystem, inclusive of risk, data, platform, design, search best practices.

Newport Beach, California, Us

As the head of PIMCO Pro Global I am responsible for scaling a regional based digital platform to multiple regions around the world. The feature set is based on a strong foundation of reusable capabilities. Coming from US GWM and moving into a role which is global is a true honor as many diverse yet similar digital investment go-to-market features are needed. (compliance, legal, performance, language, search schema's, charts, etc.)Specific highlights include building out the firms largest trust with over 700 share-classes, working with key business development leaders in EMEA, APAC, Canada, and LatAm. Additionally, partnerships were formed to bolster up adoption and engagement with marketing, all compliance teams, and many digital leaders around the firm.Lastly, I also managed a team made up of web analytics consultants and product managers. In the first 10 months of this seat the team successfully released a global presence to clients in each global region.

Newport Beach, California, Us

As an original member of global digital at a tier 1 investment firm, I co-created (with product designers and full stack engineers) the firms most dynamically modern digital platform for end clients. We started with nothing and ended up with a new tool called PIMCO Pro. We then moved into our strategic plan to grow out the CX at PIMCO with an end-to-end client journey spanning anything the client (INST or GWM) touches (pulls). The role I took on was a scrappy one as we started a start-up inside of a large established firm. Results spanned a robust client-side analytics strategy and implementation for all products, partnering with vendors where we had gaps inclusive of agencies, all global utilities including defining user roles/persona's, search, login, standardized positioning and exposure charts for over 400B AUM, and helping to spread agility throughout PIMCO. Additionally I took on a leadership role within the Institutional Investment space where I was the teams Point of Contact for all client and account manager feature requests. In this role, I was privileged to work with amazing full-stack engineers and a dream-team of product managers and designers on a daily basis. Additionally, PIMCO brings to bear top tier talent from all aspects of its business which are shaped and packaged into digital offerings. If you have not heard of the firms economic forums, check them out, they set the standard!

Milwaukee, Wi, Us

Manage a team of highly capable digital product managers who are obsessed with our customers' experiences. We seek out friction, remove it, and automate as much as possible in order to enable our strategies and support our user base in the most efficient ways possible. Some workflows we have built and care for are:- Enterprise Search w/ an avg. of 150ms response- Manage a suite of global utility tools for a large digital platform- Visibility/Permission/Entitlement expert- Fully digital information sharing agreement- One-card System digital invitation- Coordinate all support tool integrations and feedback loops- eDelivery insights for risk and investment products- Digital platform Header/Footer intake and onboarding for 40+ digital products- Behavioral analytics expert- AppFrame design patterns

Milwaukee, Wi, Us

Managed a full enterprise suite of vended software for collaboration purposes. My team focused on one part strategy, part delivery, and another part on sustainability. We serviced all of our corporate headquarters and distributed sales force offices (~300) with the systems we provide (~30k users). I am particularly proud of our integration work across products and what we accomplished in our metrics work around total economic impact in the cost avoidance and cost-saving domains.Notable outcomes of my work: I revolutionized how our sales force and corporate home office collaborate; be broke down barriers between traditional department silos; we created a platform to knowledge that would otherwise not be available; we got questions answered that would have otherwise gone stale; we created an environment where introverts can thrive; and ultimately we created the movement to create a strong foundation for our digital workplace that we will get value from for many years.Tools included: the intranet, email, chat, telephony, team collaboration, and enterprise integration accross digital workplace platforms.

Milwaukee, Wi, Us

Won Northwestern Mutuals inaugural Hackathon with an innovation Paid Time Off application which turned into the lead role to turn the application what we created into a company wide, production ready capability for all management employees to easily schedule thier Paid Time Off - PTO on a mobile device. This is a SCRUM project with customers from all over the company. 2 year update: The Paid Time Off application continues to be used at an ever growing rate. One notable update is that a time study was conducted and anyone using the new PTO app saved the user 80% session time. There is considerable cost savings associated with this for the company given the footprint it has grown to and the efficiencies at scale.

Milwaukee, Wi, Us

As a solution architect, I had a rather unique privilege to see large scale enterprise-grade software and vended implementations from a system design perspective. This part of my career journey was instrumental in setting the foundation for all rolls afterward.Some unique accomplishments in this role were specific to the design process. I was active in the architecture community and the Carnegie Mellon Institute of Technology. I founded the companies first ever design community, growing it from a handful of interested people to hundreds of architects and engineers, including organizational design experts. In addition to my external exposure, I established a consulting practice across all large corporate projects to coach architects and engineers, promote standard design work and increase engagement; as well as developing a series of tools and techniques to tailor design best practices to fit the most agile projects.

Milwaukee, Wi, Us

Nick’s business consulting journey started with support. It was a natural fit and built upon his time serving his community during his undergraduate studies. Nick held roles spanning countless SDLC rev’s. He held formal roles in release management, deployment management, transition management, and deep business analyst requirement assignments. Some specific accomplishments were releasing multiple software x.x revisions to 2000+ people, configuring and rolling out a greenfield configuration management database spanning the companies entire Infra stack, and RFP and RFI vendor management for a service request fulfillment effort.

New York, New York, Us

Working across NY and MKE to deliver a distinctive planner experience for Northwestern Mutual's Financial Advisors. Specific accountabilities are enterprise search and the digital web backbone of our exclusive distribution platform.The customer base for the technical products Nick is involved in reach up to 25k users, have complex risk mgmt., compliance, and financial regulations, and require coordination across many decentralized entities.

Mba, Business

Executive Education - Design Thinking (D.School)

Operations Management; Information Technology Infrastructure, Information Technology, Logistics, Project Mgmt

Product Management Remote (Online) | 50 Hours

Designing And Building Ai Products And Services