Samantha Falcone Email & Phone Number

West Palm Beach, Fl, Us

Palm Beach Gardens, Florida, United States

Palm Beach Gardens, Florida, United States

Remote

Global Head of AM Client Service Global SolutionsCurrently I create innovative cross-functional initiatives and transformation roadmaps, driving business development, operational strategy, and long-term growth plans in partnership with the Asset Management Client Service organization. I successfully build and lead a global team to improve efficiencies across workflow, process re-engineering, and automation, utilizing emerging technology solutions. I also track and monitor the Client Service Technical budget in alignment with the technology business vision and objectives to ensure key results.• Direct AM Client Service technical governance forums to identify inefficiencies and opportunities for improvement of processes, ensuring technology and business priorities align with strategic objectives.• Built the AM Client Service Product Owner COE from ground up, partnering with agility coaches to facilitate training to Product Owners, implementing a standardized product operating model across all product areas.• Launched innovative framework, trained talented team to collect, prioritize, and document new workflow requests, and implemented generic low code workflows, generating over 5000 workflow cases to date.• Drive adoption of team's solutions through implementation of a robust internal marketing framework, continuously monitoring effectiveness through team OKRs and Tableau dashboards.• Promoted cross-functional collaboration with multiple teams in successful delivery of a digital cash flow solution to three clients, performed UAT testing to ensure high performance, and set the foundation for future development, resulting in adoption by over 100 clients,• Delivered client journey workshops to cross-functional teams to drive increased knowledge, engagement, and efficiency across the AM organization.• Maximize employee performance through training, mentorship, skills development, and fostering a culture of teamwork and collaboration.

New York, United States

In this role, I developed and implemented a Client Service Workstation as the Product Owner, significantly improving the productivity and efficiency of Client Account Managers in management of tasks, notifications, and onboardings.• Expanded company growth through successful implementation of new technology, directing team of business analysts to gather requirements, write JIRA stories, and manage UAT and product backlog.• Drove improvements to operational efficiency, internal communications, and reporting accuracy through continuous analyses of business procedures and systems, identifying opportunities to automate and streamline processes, introducing emerging technology solutions to improve productivity and cost savings.• Optimized new technology solutions including development of innovative "Client Service View" application containing widgets, and implementation of online workflow process to improve communication between Client Service teams, allowing for strong team metrics.• Directed communications and transformational change management activities in delivery of end-to-end onboarding process, improving Client Account Managers' ability to efficiently manage all new client onboarding tasks.• Executed transition from Waterfall to Agile environment, expertly delivering trainings on Agile methodology.• Delivered operational efficiencies in leadership of team providing platform management for institutional client and fund accounts, deploying report automation, establishing access control model and standard user profiles, and implementing UI logic and controls to ensure governance of SOR data.• Built and developed CRM Platform Management team and directed the Mumbai based CRM Support team, leading the strategy to ensure overall health of the institutional Salesforce platform, implementing team KPIs to track progress.

New York, United States

I directed communication plans across global working group meetings in the development of strategic solutions for collateral related projects. I efficiently gathered and wrote business requirements and obtained stakeholder approvals. I also partnered with senior leadership and Capital Advisors to ensure all processes and procedures aligned with global credit processes and local regulatory requirements.• Enhanced the Global Analytic Engine (GCWS) through delivery of UAT test plans and test scripts including new asset calculations and screen layouts.• Cultivated talented team of rotational analysts through facilitation of training on core systems and writing test scripts, and PowerPoint and Excel skills development.

New York, United States

Credit Risk Operations For this company, I drove value-added strategies in the leadership of global projects focused on improving operational processes, efficiencies, and audit findings in support of Credit Risk Management. I partnered with cross-functional groups to design and implement system changes and enhanced controls, ensuring compliance with all new regulations. I also directed two offshore teams and monitored KPIs to ensure robust team performance against set SLAs. In addition, I effectively streamlined the end-to-end legal contract approval process, and prepared all information for audits, successfully closing all findings by deadlines.

New York, United States

Bachelor, Business Administration; International Business Concentration

Education record