Stephanie Potter Email and Phone Number
Corporate strategy and analytics are two important aspects of modern business. As a visionary and results-driven executive leader in corporate strategy and analytics, I have a proven history of successfully translating data and directives from senior leaders to data science teams. I drive organizational advancement by establishing consistent operational strategies that leverage artificial intelligence (AI), machine learning, and predictive models. In addition, I provide in-depth impact analysis for projects, including resource allocations, compensation planning, product improvements, and client initiatives. Throughout my career, I have built and led top-performing teams, elevated strategic capabilities, and driven innovation to ensure sustainable growth. Below is a selection of the top accomplishments from my career with Charles Schwab:● Aligning digital reporting and analytics across marketing and digital website teams. I streamlined the client handoff process by creating one view, funnel, language, and naming convention.● Decreasing voluntary attrition by implementing a quarterly compensation program and lowering the cost of hiring, training, and retaining employees.● Designing and implementing a new compensation structure for 1,000 financial advisors without increasing costs.I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at sjpotter81@gmail.com.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Director, Head Of Wealth And Advice Solutions AnalyticsCharles Schwab Oct 2022 - PresentWestlake, Texas, UsBuild analytics and reporting for wealth management and product services division with $4B in revenue. Oversee 10-person team. Created suite of reporting for senior leaders and product managers of exchange-traded funds (ETF), mutual funds, managed investing advice, and related services.● Streamlined measuring and reporting across 45+ product groups by standardizing KPIs and aligning teams; eliminated 100+ reports.
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Director, Head Of Digital AnalyticsCharles Schwab Nov 2020 - Oct 2022Westlake, Texas, UsOversaw reporting and analytics for organization-wide digital solutions to drive consistency across products, including website, mobile application, intelligent assistant, and Robo-Advisor. Liaised between marketing team overseeing prospect website pages and digital team overseeing client website pages. Managed team of 25+.● Generated significant cost savings by leading A/B testing of client usage in partnership with user experience (UX) team to improve digital products.
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Director, Retail Analytics And Business InsightsCharles Schwab Jul 2018 - Nov 2020Westlake, Texas, UsDesigned advanced analytics process and roadmap; translated data between centralized analytics and data science team and senior leaders. Created KPIs and field reporting for call center and retail business team by leveraging tools including predictive modeling and machine learning. Oversaw 7-person team that instituted test and control methods for key initiatives, including employee stock awards programs for clients.● Designed advanced analytics to determine benefits of installing on-campus B2B branch at major technology company. Identified employees for control group and presented results to senior leaders and client; successfully launched branch.● Led client journey project to inform prioritization of digital roadmap; proposed project and secured approval and funding; implemented end-to-end comprehensive data set. Reduced costs and removed wasteful calls by enhancing website pages where clients were stuck; improved efficiencies and client experience.
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Director, Client Service And Support, Capacity & Workforce Planning,Charles Schwab Jan 2016 - Jul 2018Westlake, Texas, UsDesigned strategy and operations for daily execution and forecasting of call center team, managing volume of calls, emails, and chats for 24/7/365 service. Managed 30-person team. Created robust modeling tools for different call types and volume across 50 states; developed shift bid proposal in partnership with human resources to create compelling schedule options; gathered feedback from site leaders, including regional needs and employee preferences.● Decreased labor spending and maintained NPS score of 80 by revamping work schedules nationwide;established 2 always-open locations to ensure 24/7/365 coverage.
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Director, Client Services & Support, Chief Of StaffCharles Schwab Dec 2014 - Jan 2016Westlake, Texas, UsPartnered with senior leader of call center to maintain consistent, quality client experiences and improve engagement of 2K US employees. Conducted analysis to alter geographic footprint; proposed and secured budget approval to move call center headquarters. Managed 3-person contact call strategy team and collaborated with cross-functional teams, including corporate real estate, human resources, IT, and senior leaders, to develop relocation roadmap.● Opened new corporate headquarters in TX and launched new call center, establishing first team in new location.
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Director, Retail StrategyCharles Schwab Sep 2012 - Dec 2014Westlake, Texas, UsDeveloped growth strategies and analysis for senior leaders. Managed 3-person team that set long-term strategy for retail business line. Partnered with finance, human resources, legal, compliance, and retail and branch network leaders to determine framework for new initiatives. Created analysis of large client asset movements and strategies.● Provided analysis and oversaw research team that created new marketing concept “trust and home” forcampaigns and branding around net new assets; presented findings to 1K marketing agency partners; concept still in use for potential and existing clients.
Stephanie Potter Education Details
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Nyu Stern School Of BusinessBusiness Administration; Management And Strategy -
University Of Colorado Boulder - Leeds School Of BusinessBusiness
Frequently Asked Questions about Stephanie Potter
What company does Stephanie Potter work for?
Stephanie Potter works for Charles Schwab
What is Stephanie Potter's role at the current company?
Stephanie Potter's current role is Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth.
What schools did Stephanie Potter attend?
Stephanie Potter attended Nyu Stern School Of Business, University Of Colorado Boulder - Leeds School Of Business.
Who are Stephanie Potter's colleagues?
Stephanie Potter's colleagues are Alexander Meissner, Roshin Rajan, Michael Pashkow, Marley Bowers, Devon Loyden, Jamain Simeon, One Tv.
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