Robert Candler Email & Phone Number

Atlanta, Ga, Us

Chicago, Illinois, Us

Responsible for advising clients on designing and enhancing digital interactions between a company, employees, and clients across various platforms - specifically in understanding behaviors, preferences, and pain points to create seamless, intuitive, and engaging digital experiences. Deep knowledge on the architecture, technology, people, and processes required to deliver best-in-class digital journeys.F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

New York, New York, Us

Developed experience for client mobile application and website grounded in research-driven insights and data by leading cross-functional teams including product owners, marketing, UX/UI, development, and QA Directly managed product and UX teams developing strategies based on user research, digital design testing, service design testing, prototyping and metrics into outputs that are measurable and scalable via an Agile environmentLed development of the Private Wealth Salesforce CRM implementation including data management practices, improved user interface, as well as the creation and implementation of a formal adoption programConceptualized developing mobile-first capabilities to enable our Sales teams to effectively manage client activities while on the go outside the office from a dedicated advisor mobile application Designed a team focused on Engagement and Adoption of digital tools fully dedicated towards educating the Sales and Support teams to enhance and streamline client servicing Developed an improved, digestible, and consistent client reporting platform across all platforms resulting in greater transparency for clients and less complexity on the teamsChampioned the practice of human-centered design thinking plus the use of design system assets to maximize reuse and consistency across the platformInitiated personalization strategies for digital roadmap including predictive modeling of user behaviorEvaluated and advised on new technologies, vendors, and products including the coordination with Risk Management and Information Security teams to monitor and evaluate third-party software vendors to ensure the security of client dataResearched, synthesized, and articulated technology developments within the digital world that could be leveraged to enhance client-centric interactions monitoring developments within big data, robotic process automation, artificial intelligence, and customer experience tools and platforms

New York, New York, Us

Led the strategy and execution of an enhanced and empowered client experience using digital tools Product Manager for a client mobile application leading cross-functional teams including Sales, Support, Marketing, UX/UI, development, and QA utilizing an Agile approachProduct Manager for the client-side of our website with a focus on developing more self-service and interactive featuresDesigned user interface and experience in collaboration with UX/UI resourcesLed the ongoing development of the Private Wealth Salesforce CRM implementation including business intelligence tools, data management practices, increased adoption, and user trainingPrepared and delivered status updates and communicate key messages regarding investments within the digital space to senior management, key stakeholders, and the firmEvaluated and advised on new technologies, vendors, and products including the coordination with Risk Management and Information Security teams to monitor and evaluate third party software vendors to ensure the security of client dataResearched, synthesized, and articulated technology developments within the digital world that could be leveraged to enhance client-centric interactions monitoring developments within Big Data, Robo Advisors, and Customer Experience tools and platformsActive member of ABOut helping to provide a supportive environment for other LGBTQIA+ colleagues as well as the firm’s overall commitment to diversity and inclusion initiatives

New York, New York, Us

Led a multi-million dollar Salesforce implementation focused on completely overhauling how financial advisors and support teams perform business development and client service activities. Responsible for all aspects of developing the strategy and execution. Developed and led the implementation of training and change management aspects for all 625 users in multiple departments in 19 offices across the USLed the implementation of enhanced marketing tools to increase the analytical power of client-focused marketing activities to better understand web-usage statistics, digital distribution of publications, and measure ROI of marketing campaignsNominated to lead the design and implementation of a digital client experience roadmap to leverage enhanced capabilities via streamlined onboarding (paperless) processes, the ability to offer targeted client journeys, and digital interactive tools via the current website and potential development of a client appResearched, synthesized, and articulated technology developments within the digital world that could be leveraged to enhance client-centric interactions. Coordinate with the Head of Digital Investment Solutions to monitor developments within Big Data, Robo Advisors, and Customer Experience tools and platformsCoordinated with Risk Management and Information Security teams to monitor and evaluate third party software vendors to ensure the security of client dataLed the development and delivery of a client survey to determine opportunities for improving our ability to meet clients on their terms

Identified and qualified key strategic opportunities for a specialty retailer with $300 million in annual revenues in order to increase profit margins of existing product lines, identify white space within the market for new products, and improve relationships with suppliersOperations lead for emerging lifestyle brand leading marketing, communications, e-commerce, and retail distribution strategyDesigned long-term strategy for global distribution and production including an integrated marketing program for a French heritage luxury brand in the midst of a re-launchRecruited during business school by Christopher West to launch Brightwork Capital Partners – a private equity venture focused on acquiring and operating a portfolio of heritage and burgeoning consumer brands. Responsibilities included:Researched and analyzed potential investment opportunitiesCreated sophisticated financial models for holding company structure with multiple brandsAssisted in the development of integration model for new brandsSupported raise of $12.5MM in equity capital to acquire the luxury retail brand, Ghurka, in September 2011Established initial operations at Ghurka through budget preparation, sales forecasting, inventory analysis, and interviewing potential hiresNote: Originally joined CS West International Inc. which merged operations with Marvin Traub Associates LLC in March 2012.

New York, Ny, Us

Specializations in Finance, Marketing, and Strategy.

New York, New York, Us

Led cross-departmental, two-year project to completely overhaul new relationship establishment in the $100 billion Private Client business unit, successfully realigning business processes, culture, and technology systems to improve client experiences and reduce costs.Designed presentation materials and led training of new process initiatives for more than 330 Financial Advisors and 340 Sales Associates.Contributed to the development and release of new products in the Private Client sales channel, such as the firm’s new venture capital and distressed value products, that increased assets under management by $1.5 billion.Managed a multi-billion dollar family relationship including complex trust, estate, personal, retirement, custodial, and foundation accounts.Supervised and mentored sales associate by providing guidance and advice on developing tailored client solutions and identifying opportunities for professional development.

New York, New York, Us

Supported and analyzed hedge fund products and processes on a national level, including providing training to over 550 financial advisors and associates, developing product and industry presentation materials for both internal and external conferences, and managing monthly transactions within the funds.Analyzed and recommended potential new investment vehicles for non-US resident clients, resulting in additional revenue streams for the firm.Managed implementation of the first open-architecture product platform in the history of the Private Client business, including drafting internal and external communication, distributing marketing materials, segmenting affect clients and supervising the transfer of more than $1 billion in assets.Collaborated across multiple departments to streamline business processes, resulting in increased support staff productivity staff and reduced costs.Provided sales and administrative support to a Senior Managing Director by executing client requests, coordinating meetings, and editing presentation materials.

New York, New York, Us

Supported two senior financial advisors who managed more than $1.5 billion of client relationships invested in a suite of proprietary on and off-shore equity and fixed income services.Delivered best-in-class service to clients through capital market overviews, reassessment of current asset allocation, and review of account performance.Acted as the liaison between our clients and Bernstein’s portfolio managers, traders, wealth planning specialists, attorneys, and accountants.Provided asset allocation and wealth planning advice through a proprietary Wealth Forecasting Tool.Conducted and interpreted liquid net worth statements, asset allocation proposals, and mutual fund analyses.

Charlotte, Nc, Us

Executive Education, Artificial Intelligence: Business Strategies And Applications

Mba, Finance, Marketing, And Strategy

Bs, Business

Education record