Matthew O'Malley Email & Phone Number

Greater Philadelphia

Greater Philadelphia Area

I work with digital product organizations to ensure their investments in new technology deliver as much value as possible. This means I equip teams with the tools, understanding, and execution support required to drive the strongest possible level of product adoption. I help provide groups with a thorough analysis of user behavior by segment, craft targeted activities that optimize digital touch-points, and provide customer centric business value engineering recommendations that elevate the overall value of a solution to the business and the customer. Responsible for providing initiative level adoption-plan implementation support, personalized training/best practices on adoption focused aspects of PLM (product lifecycle management), as well as advice/execution on 3rd party digital adoption platforms and CXM enablement software. I help establish realistic organizational OKRs, set relevant project level KPIs, and analyze tactical leading/lagging indicators to evidence adoption success.

Responsible for the design and delivery of front-office client experience (CX/UX) and digital adoption solutions used by US independent financial advisors on the SEI Wealth Platform. My role is to build solutions that increase end to end adoption and maintain a cohesive client experience. I do this in various ways including optimizing self-service channels, providing on-demand tools to help scale our sales, service, and operations efforts, conducting on-location client education, hosting live national client webinars, and facilitating new business and legacy migration onboarding processes. To support these deliverables, I interpret business intelligence, create customized user metrics reports, conduct usability research, utilize design thinking, collect and review client feedback, develop subject matter expertise in all new product enhancements, produce multimedia, and maintain an extensive knowledge base.Expert level understanding of WalkMe Digital Adoption Platform. Working knowledge of Agile and Waterfall software development methodologies, design thinking, UX standards, Knowledge Management, effective survey design, multimedia production, budgeting, vendor management, due diligence, contract negotiations, pricing, software licensing, legal and information security approvals, and marketing communications. Proficient with CRM, Jira, Confluence, Rally, CSS, jQuery, HTML, Principles of AI. Current in knowledge of financial services technology landscape, trends in investment and wealth management.

Delivered market intelligence and consumer insight as a service to thought leaders, marketers, go-to-market strategists and clients. Provided primary and secondary research used in various media including whitepapers, social media, sales presentations and strategic research partnerships. Managed library of research publications and created broadly distributed market intelligence briefings covering timely issues/trends in wealth management and the broader financial services industry.

Oaks, Pa

Managed matrix workgroup of 15+ call center/ operations personnel. Ensured staff was scheduled appropriately to need daily call volumes and processing SLAs. Resolved complex and escalated issues often involving sales, compliance, and technology units. Presented knowledge-transfer material to firm staff (train the trainer). Developed and implemented new business process to deliver high service levels that adjust to seasonal demand trends. Trained in SEC/ FINRA audit support and advisor/broker dealer changes.

Oaks, Pa

Provided service and operational support to independent financial advisors utilizing the SEI Advisor Network Turnkey Asset Management Platform solution.

Northeast Region

Represented and reported to core consumer packaged goods vendors. Performed centralized merchandising projects and supported local store management through employee training, merchandise planning, and unified point of purchase marketing.

Coached and inspired teams of up to 12 sales associates. Managed and reported all financial and operational activities of multi million dollar departments.

Played a key role in marketing the name of mid-sized building maintenance firm through print advertising and a website overhaul.Built and maintained relationships with new and established clients.Drove sales by means of cold calls and mailings.Supported senior sales team during contract bidding period.

Business

Activities and Societies: Secretary - Sigma Phi Epsilon, Chamber Orchestra Violinist, Students Helping our Elderly volunteer

B.S., Business Administration