Paula Andrea Smith, Mba Email & Phone Number

Orlando, FL, US

• Project managing 4 service offerings for re-enablement in efforts to increase sales, client satisfaction, and partner alliances, while working with the operations, sales executives, marketing, practice leadership and.
• Supporting practice leadership in the go-to-market strategy for 3 separate strategic managed services in partnership with our vendors
• Contributing to executive leadership council meetings focused on company strategy and product development, establishing the organization’s cross-functional selection, prioritization, and launch process for investments.
• Assisting in developing new department processes for product development and product lifecycle, along with building a metrics program and SharePoint sites

Hartford, Connecticut, United States

• Led efforts on client retention by managing and implementing client plans for client facing portfolio managers and having quarterly update calls on risk status of each client account with the Client Retention Committee
• Managed Business Development team intern by providing guidance and mentorship through various department initiatives with tight deadlines and various subject matter expert involvement

• Participated in strategic discussions and plans on implementing DEI efforts across the firm globally and among subsidiary firms
• Contributed in the Recruitment and Hiring Subcommittee to improve firm hiring practices to represent a more diverse workforce, eliminate unconscious biases and attract a more diverse hiring pool

Hartford, Connecticut

• Researched and actively prospected to hundreds of new leads by creating captivating e-mail campaigns, providing relevant thought capital and market updates, and monitor their sales lifecycle progress through Salesforce.
• Managed countless projects for live sales opportunities involving asset management business or single asset class mandates via a direct contact request, official Request for Proposal (RFP), or trade organization.
• Supported upper management with monthly analytics regarding prospect engagement / data management, and by updating quarterly critical frequently used sales materials.
• Developed and executed numerous lead generation campaigns by creating marketing collateral and working across departments with key asset sector experts, legal and compliance.
• Coordinated company sponsorship, attendance, keynote speakers and booth exhibits for 16 annual conferences for the co-heads of asset management sales.

Hartford, Connecticut

• Developed personalized comprehensive investment plans for individuals and families by gathering information to determine client goals, current financial standing, risk tolerance, time horizon, and aligning that data.
• Managed client accounts daily by processing the appropriate onboarding paperwork, meeting client requests such as distributions, connecting clients with specialists and banking services, providing annual client.
• Sourced leads and prospects by engaging in networking activities, community organizations, “cold walking” and hosting educational seminars.

• Collaborated across the department to guarantee the mentor program objectives were met, mentee needs addressed, and developed both engaging growth workshops and expectation contracts for scholar participation.
• Engaged in process reengineering to establish a more effective mentorship program structure comprised of 10 leadership team members, 70 mentors, and 300 freshman first-generation scholars, while supervising daily.
• Facilitated monthly meetings for 70 mentors, where new skills and techniques were provided to optimize mentor performance and benchmark development.

• Diagnosed customer product issues and guided customers through proper steps to implement for resolution.
• Provided excellent customer service by applying company processes of acknowledging customer issue, aligning with their emotions, and assuring them of commitment towards a solution.

• Supervised daily office activities and delegated various tasks to volunteers matching their skills/desires as needed.
• Planned and executed three major business projects involving over 100 volunteers and provided assistance to more than 150 seniors per project.

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Business Administration And Management, General