Rebecca Witherow

Rebecca Witherow Email and Phone Number

Dir, Product Digital Advisor Experience @ Thrivent
Cedar Park, TX, US
Rebecca Witherow's Location
Cedar Park, Texas, United States, United States
About Rebecca Witherow

Career Highlights:Crafted the product vision and roadmap for managed accounts and financial wellness, resulting in a remarkable 200% growth in assets and a 150% increase in utilization.0-to-1 product for the retirement industry known as Advisor Managed Accounts robo-advie capturing early market shareGenerated a new revenue stream of $4M in the first year by collaborating with marketing, design and engineering for the successful go-to-market robo-advisor strategy and roadmapEstablished the first B2B digital product discipline for Workplace Financial Services, overseeing the web channel, Salesforce platform, cloud reporting, and SaaS vendor, bolstering digital capabilities by over 80% in 18 monthsLaunch of a new sales enablement platform providing a 100% increase in digital capabilities for 100% of all existing clients and all new prospectsEstablished west coast relationship management organization, growing to $3.1B in assets with the leading Client Promoter Scores two years in a row.

Rebecca Witherow's Current Company Details
Thrivent

Thrivent

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Dir, Product Digital Advisor Experience
Cedar Park, TX, US
Rebecca Witherow Work Experience Details
  • Thrivent
    Dir, Product Digital Advisor Experience
    Thrivent
    Cedar Park, Tx, Us
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  • Thrivent
    Dir, Product Digital Advisor Experience
    Thrivent Jun 2024 - Present
    Austin, Texas Metropolitan Area
    Providing core experiences and capabilities to the advisor servicing clients across the advisor-led client journey, and acting on existing accounts.
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  • Charles Schwab
    Director Of Product Management
    Charles Schwab Jul 2021 - Nov 2023
    Austin, Texas, United States
    Establishment of the first B2B digital product with 12 product managers and 8 scrum teams, overseeing the web channel, Salesforce platform, cloud reporting, and SaaS vendors and implementing a new sales enablement platform, and establishing tangible product OKRs.KEY ACHIEVEMENTS:Leveraged data and insights to enhance digital capabilities for user experience by over 80% within 24 months.Aligned with pivotal business goals, seamlessly integrated a new SaaS Sales Enablement platform, resulting in a 100% increase in digital customer support and saving over 2,000 hours/year.Instituted measurable product metrics, analytics, and KPIs for digital products, enabling the quantification of business value for future feature sets and new products.Orchestrated and guided teams through agile-driven digital transformations, culminating in a 30% improvement in efficiency within 2 quarters.
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  • Charles Schwab
    Director, Client Experience
    Charles Schwab Mar 2013 - Jul 2021
    Austin, Texas
    Crafted the product vision and roadmap for managed accounts and financial wellness, leading multiple teams across 7 new product launches responsible for a remarkable 200% growth in assets and a 150% increase in financial wellness utilization.KEY ACHIEVEMENTS:Achieved a 200% growth in revenue-generating assets by devising and overseeing a roadmap encompassing seven distinct managed account solutions.Secured early market dominance through the pioneering launch of Morningstar Advisor Managed Accounts, effectively onboarding over 20 consulting partners within the initial 12 months.Elevated the utilization of B2C digital financial wellness tools by an impressive 150% through adept leadership of cross-functional teams.
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  • Charles Schwab
    Senior Manager, Client Experience
    Charles Schwab Oct 2010 - Mar 2013
    Phoenix, Arizona
    Appointed to develop the vision and improve customer satisfaction for the B2C experience in conjunction with the Schwab Index Advantage launch.KEY ACHIEVEMENTS: Develops new product curriculum driving the Learning-and-Development road map, ensuring a 100% call center integration with new financial programs.Develops and mentors a team that fosters a positive work culture, improving collaboration and problem-solving abilities, growing the portfolio to $3.1 billion in 3 years.Successfully maintained a 100% retention rate for the top 30% of clients by managing risks & fostering strong relationships for over 4 years.
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  • Charles Schwab Corporate Services
    Sr. Manager, Client Services
    Charles Schwab Corporate Services Nov 2004 - Oct 2010
    Phoenix, Arizona
    Recruited to define, develop and implement the west-coast Relationship Management. Successfully grew the west coast portfolio to $3.1 billion in assets and lead the organization for two consecutive years in client satisfaction.
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  • Charles Schwab
    Client Services
    Charles Schwab Apr 1996 - Nov 2004
    Richfield, Ohio
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Rebecca Witherow Education Details

Frequently Asked Questions about Rebecca Witherow

What company does Rebecca Witherow work for?

Rebecca Witherow works for Thrivent

What is Rebecca Witherow's role at the current company?

Rebecca Witherow's current role is Dir, Product Digital Advisor Experience.

What schools did Rebecca Witherow attend?

Rebecca Witherow attended The University Of Akron.

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