Paul Wegerdt Email & Phone Number

Boston, Massachusetts, United States

• Oversee 10+ functional teams across Information Services, coaching them to higher levels of maturity by improving processes, ensuring adherence to the Scrum framework, and promoting a culture of continuous improvement.• Facilitate discussions, decision-making, and conflict resolution across teams, as well as lead all aspects of Agile methodology.• Implement and onboard multiple sales divisions into the compensation system, reducing risk, ensuring data security and integrity… Show more • Oversee 10+ functional teams across Information Services, coaching them to higher levels of maturity by improving processes, ensuring adherence to the Scrum framework, and promoting a culture of continuous improvement.• Facilitate discussions, decision-making, and conflict resolution across teams, as well as lead all aspects of Agile methodology.• Implement and onboard multiple sales divisions into the compensation system, reducing risk, ensuring data security and integrity, streamlining operations across multiple regions, and decommissioning outdated systems.• Lead an Agile delivery team of 12, supporting three key financial applications across multiple countries, introducing new products, reports, and automations that reduce process times, enhance accuracy, and achieve significant cost savings.• Set up a reporting system in SQL to support daily and monthly management reporting by automating dozens of systems and offline sources, streamlining them into one source for end-user reporting.• Manage vendor relationships for supported applications and new technologies, negotiate licenses and contracts, and ensure adherence to SLA agreements, achieving 20% annual run-rate savings.• Supervise the monthly Oracle PCMC profitability model process and report results to executiveleadership to support strategic decision making.• Prepare comprehensive Governance Board materials, including Corrective Action Plans (CAPs), Key Risk Indicators (KRIs), incident reporting and closures, and disaster recovery plans, to demonstrate adherence to regulatory requirements. Show less

Boston, Massachusetts, United States

• Managed John Hancock Investments' portfolio of projects, totaling $12 million over three years. Aligned business and technology teams, streamlined processes, increased transparency, and strengthened partnerships with investment stakeholders and technology teams.• Developed IT playbooks and three-year technology roadmaps in partnership with business stakeholders and system architects, recommending investment in a centralized data hub to improve broker sales processes, enhance real-time… Show more • Managed John Hancock Investments' portfolio of projects, totaling $12 million over three years. Aligned business and technology teams, streamlined processes, increased transparency, and strengthened partnerships with investment stakeholders and technology teams.• Developed IT playbooks and three-year technology roadmaps in partnership with business stakeholders and system architects, recommending investment in a centralized data hub to improve broker sales processes, enhance real-time access, analytics, compliance, and operational efficiency, demonstrating long-term cost benefits for the company.• Implemented relationship management strategies to support business goals and drive growth and conducted regular assessments of business needs to align resources with strategic priorities and foster continuous improvement.• Spearheaded the procurement process for innovative technologies, ensuring compliance with internal risk requirements and achieving a 50% reduction in procurement time by optimizing workflows and acting as the primary liaison for procurement-related inquiries.• Monitored and evaluated business relationship performance through quarterly satisfaction surveys, reviewing results and providing management with actionable recommendations for improvement.• Successfully managed relationships with key accounts, resulting in a 20% increase in client retention over two years. Show less

Signator Investors, Inc, Boston, Ma

• Managed product development of broker/dealer solutions, including client solutioning and product enhancements, strategic innovation, and business development efforts. Developed functional requirements, managed risk assessments, and developed mitigation plans for system conversions.• Led RFI project for new Compensation Customer Relationship Management (CRM) system, which included identified suitable vendors, developed RFIs, and led evaluation, identification, and implementation of a… Show more • Managed product development of broker/dealer solutions, including client solutioning and product enhancements, strategic innovation, and business development efforts. Developed functional requirements, managed risk assessments, and developed mitigation plans for system conversions.• Led RFI project for new Compensation Customer Relationship Management (CRM) system, which included identified suitable vendors, developed RFIs, and led evaluation, identification, and implementation of a vendor solution. Negotiated vendor agreements, achieving a 40% cost savings. Show less