Robert Liebherr, Mba

Robert Liebherr, Mba Email and Phone Number

Strategic Planning, Digital Transformation, Cross-Functional Leadership, Product Lifecycle Management, Agile & Waterfall Frameworks, Client Relationship Management, Change Management @ Stifel Financial Corp.
501 N. Broadway, St. Louis, MO 63102, us
Robert Liebherr, Mba's Location
St Louis, Missouri, United States, United States
Robert Liebherr, Mba's Contact Details

Robert Liebherr, Mba work email

Robert Liebherr, Mba personal email

About Robert Liebherr, Mba

As a dynamic and growth-focused Product Management & Operations leader, I have extensive experience in spearheading digital transformation initiatives and strategic planning, leveraging both Agile and Waterfall frameworks to streamline processes and foster innovation.Being a forward-thinking leader in the realm of product management and operations, I have cultivated high-performing teams, championing groundbreaking technological advancements and business value optimization. I am known for fostering cross-functional collaborations and enhancing operational efficiencies through a profound understanding of software development lifecycles.As a compassionate and motivational servant leader, I excel in developing talent and surmounting challenges, placing an emphasis on human-centered strategies and visionary roadmaps to drive business value and user experience optimization. I strive to provide value as a company resource and have consistently achieved recognition, awards, and promotional opportunities by enabling advisors to prioritize human-centered wealth management strategies and introducing groundbreaking technological advancements.A few of my career highlights include: • Modernized outdated tech platforms culminating in a new scanning platform ingesting 3M pages monthly, significantly enhancing workflow efficiency and reallocating resources to critical features.• Championed the integration of E-signature technology, which propelled daily e-signature adoption from 1% to over 50%, translating to substantial cost savings between $20K and $50K per adoption percentage.• Cultivated a high-performing team from the ground up, directly influencing the professional growth of 22+ associates, while consistently pushing the boundaries of operational excellence, evident through the successful transition from waterfall to agile frameworks.• Orchestrated the rebranding and deployment of "Document Capture" for over 40K branch users, streamlining document processing and fostering a significant shift from project-centered approaches to product-centric methodologies.

Robert Liebherr, Mba's Current Company Details
Stifel Financial Corp.

Stifel Financial Corp.

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Strategic Planning, Digital Transformation, Cross-Functional Leadership, Product Lifecycle Management, Agile & Waterfall Frameworks, Client Relationship Management, Change Management
501 N. Broadway, St. Louis, MO 63102, us
Website:
stifel.com
Employees:
5
Company phone:
+1-501-374-8276
Company email:
theshollmierteam@stifel.com
Robert Liebherr, Mba Work Experience Details
  • Stifel Financial Corp.
    Product Manager
    Stifel Financial Corp. Oct 2024 - Present
    St. Louis, Mo, Us
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  • Edward Jones
    Digital Product Manager
    Edward Jones May 2024 - Oct 2024
    St. Louis, Mo, Us
    Lead 3 cross-functional product delivery teams in a matrixed environment, including 3 Product Owners, 2 business analysts, 17 developers, 1 UX researcher, 1 UX designer, and 1 UX Strategist responsible for branch facing applications and firm infrastructure technologies related to document management, processing, and storage. Collaborate with stakeholders across tech and business to ensure stakeholder needs are accounted for and met. Craft and execute on vision and align roadmap strategy to Enterprise Epics. Support employee development, overseeing performance metrics. Perform feature and epic management, work prioritization, and product performance reviews, ensuring alignment with business objectives.Highlights of accomplishments in this role include: • Matured the organization’s adoption of agile methods and practices by executing an Agile Maturity review and creating Agile Maturity Plans for each team. • Oversaw the continuous improvement of Document Capture to achieve an aggregate NPS score of 5.5 out of 7 indicating a high degree of user needs are met with a high degree of satisfaction. • Led and executed a reorganization of the product area to create three teams from one to improve focus and agility on three discrete products, aligning with the firm’s vision on organizational structure and improving outcomes for users.
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  • Edward Jones
    Senior Digital Product Owner And Leader, Operational Enablement
    Edward Jones Jan 2022 - May 2024
    St. Louis, Mo, Us
    Lead a cross-functional team, including 2 business analysts, 8-10 developers, 2 UX researchers, and 2 UX designers, promoting collaboration and synergy for product development. Collaborate with stakeholders across various divisions, ensuring the widespread and efficient utilization of technology. Support employee development, overseeing performance metrics, and fostering retention for two business analysts. Perform backlog management, work prioritization, and product performance reviews, ensuring alignment with business objectives.Highlights of accomplishments in this role include:• Orchestrated the rebranding and deployment of ABBYY Flexicapture as "Document Capture" for 40K+ branch users, streamlining document processing and enhancing workflow efficiency.• Revolutionized the content framework, modernizing outdated tech platforms, thereby eliminating significant technical debt and reallocating resources to more critical features.
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  • Edward Jones
    Department Leader, Operations
    Edward Jones Jan 2018 - Jan 2022
    St. Louis, Mo, Us
    Oversaw a dynamic team comprising 23 professionals, including two team leaders and a business support specialist, focusing on operationalizing branch scanning, E-signature, and associated processes. Played a vital role in department risk management, establishing robust controls and mitigation strategies, and ensuring process integrity and compliance. Nurtured the growth and development of 20 associates, two team leaders, and a business support specialist, emphasizing skill development and career progression. Drove process automation initiatives to liberate FTEs from mundane tasks and redirect their focus to solving complex operational challenges.Highlights of accomplishments in this role include:• Spearheaded the phenomenal growth in e-signature adoption from a mere 1% to 50%+ daily, dramatically improving document eligibility from zero to 99+% by volume.• Collaborated proactively with DocuSign, resulting in product enhancements that benefited the firm and evolved into separate offerings for DocuSign’s clientele.
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  • Edward Jones
    Senior Team Leader, Operations
    Edward Jones Jan 2017 - Jan 2018
    St. Louis, Mo, Us
    Oversaw a team of 6 technical associates, leading to an improvement in project execution and delivery. Collaborated with stakeholders and branch teams, enhancing the implementation efficiency of electronic signature technology. Chaired the talent council for the operations division, overseeing a team of 15, and enhancing talent acquisition and development processes.Highlights of accomplishments in this role include:• Piloted the project team, leading to the execution of technology objectives centered around E-sign, with a direct impact on 15K branches.• Analyzed existing E-sign processes, pinpointing critical pain points across branches, which culminated in the launch of a firm-level E-sign project.
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  • Edward Jones
    Team Leader, Operations
    Edward Jones May 2014 - Jan 2017
    St. Louis, Mo, Us
    Directed an operations team responsible for internal account transfers and restricted accounts, optimizing the transfer processes. Leveraged new tech to bolster monitoring capabilities and reduce risks via enhanced controls and risk mitigation measures.Highlights of accomplishments in this role include:• Pioneered the transition from a window-based system to the web-based "TaSC" transfer system, resulting in the retirement of outdated green-screen tech and a 10% efficiency increase.• Played an instrumental role in software development, ensuring the field's seamless deployment of a more intuitive, modern user interface that boosted user satisfaction by 50%.
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  • Bank Of America
    Assistant Vice President, Fulfillment Team Leader
    Bank Of America Aug 2012 - Apr 2014
    Charlotte, Nc, Us
    Assembled and trained a novice residential lending team, transferring knowledge on underwriting and processing, culminating in them becoming the top-performing team on-site. Provided leadership and direction to 7-13 direct reports in a dynamic mortgage operation setting, aligning them with governmental regulations, bank policy, and agency guidelines while ensuring production goals, efficiency metrics, and quality control.Highlights of accomplishments in this role include:• Steered mortgage underwriting fulfillment after the 2008 financial collapse, adapting to rigorous and evolving residential loan criteria.• Championed the underwriting and closure of residential loans, surpassing peers with the most loans closed month-over-month and achieving an unparalleled quality rate.
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  • Bank Of America
    Business Support Lead
    Bank Of America Aug 2011 - Aug 2012
    Charlotte, Nc, Us
    Analyzed operational data, unearthing trends, mitigating risks, and offering actionable feedback to production leaders to enhance efficiency. Led several initiatives to continually improve loan processes, adapting to any changes in lending rules or regulations for the supported teams.Highlights of accomplishments in this role include:• Ensured stringent compliance in loan underwriting and processing, facilitating teams to meet both regulatory obligations and service-level agreements for clients and stakeholders.• Orchestrated the transition of two major credit card underwriting sites in Baltimore and Cleveland to residential mortgage underwriting, training 1.5K+ associates and achieving full production readiness.
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  • Bank Of America
    Workflow Coordinator, Centralized Mortgage Fulfillment
    Bank Of America Sep 2010 - Aug 2011
    Charlotte, Nc, Us
    Led a team of Home Service Specialists in the bank's Centralized Underwriting and Fulfillment department.
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  • Citimortgage
    Short Sales Team Lead
    Citimortgage Jun 2009 - Sep 2010
    New York, New York, Us
    Spearheaded negotiations for short sales, striking a delicate balance to ensure minimal losses for investors, the government, and the bank while providing financial relief for clients burdened by underwater mortgages. Supervised a proficient team of 11 short-sale negotiators, overseeing a portfolio valued at $261M.Highlights of accomplishments in this role include:• Surpassed monthly goals, culminating in a promotion to a pivotal team-leading role, focusing on process improvement.• Innovated an intuitive tool to determine acceptance criteria for mortgage insurance, expediting loan processing time.
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  • Citimortgage
    Short Sale Negotiator
    Citimortgage Mar 2009 - Jun 2009
    New York, New York, Us
    Negotiated short sales for Citi's clients to avoid foreclosure and minimize losses to the business and investors.Directly responsible for over 100 short sales per month.Assisted in the training and development of new employees.
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Robert Liebherr, Mba Skills

Leadership Banking Loan Origination Mortgage Banking Forecasting Mortgage Lending Refinance Negotiation Finance Process Improvement Operations Underwriting Foreclosures Real Estate Microsoft Excel Credit Customer Service Financial Analysis Management Credit Analysis Short Sales Loans Fha Investment Properties Residential Mortgages

Robert Liebherr, Mba Education Details

  • University Of Missouri-Saint Louis
    University Of Missouri-Saint Louis
    Finance
  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Economics

Frequently Asked Questions about Robert Liebherr, Mba

What company does Robert Liebherr, Mba work for?

Robert Liebherr, Mba works for Stifel Financial Corp.

What is Robert Liebherr, Mba's role at the current company?

Robert Liebherr, Mba's current role is Strategic Planning, Digital Transformation, Cross-Functional Leadership, Product Lifecycle Management, Agile & Waterfall Frameworks, Client Relationship Management, Change Management.

What is Robert Liebherr, Mba's email address?

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What schools did Robert Liebherr, Mba attend?

Robert Liebherr, Mba attended University Of Missouri-Saint Louis, University Of Missouri-Columbia.

What are some of Robert Liebherr, Mba's interests?

Robert Liebherr, Mba has interest in Politics, Education, Economic Empowerment.

What skills is Robert Liebherr, Mba known for?

Robert Liebherr, Mba has skills like Leadership, Banking, Loan Origination, Mortgage Banking, Forecasting, Mortgage Lending, Refinance, Negotiation, Finance, Process Improvement, Operations, Underwriting.

Who are Robert Liebherr, Mba's colleagues?

Robert Liebherr, Mba's colleagues are Joseph Wiss, Cfp®, Debra Davis, Gary Keesling, Andrew De Almeida, Konstantine Skandalis, Alan Brutcher, Scott Macolino, Mba.

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