Sarah Kim Email and Phone Number
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I am an accomplished Financial Services strategy and transformation executive accountable for growth and modernization priorities.With over 15 years of providing strategic advice to the Core Banking, Insurance, Asset Management and Capital Markets C-level team members -- I love to innovate & apply design thinking principles to solve for complex business challenges. The result is bold, ambitious and sustainable change that spans horizontally across towers.I differentiate myself through a transparent style of managing up / down, and by surrounding myself with highly talented people, which is proven by a steady track record of building very high performing teams. I seek to find joy in work. This has led me down a path of incredible experiences in strategy consulting, M&A integrations, cost take outs, divestitures and scaling ventures / start-ups.Let’s connect!
Nuveen, A Tiaa Company
View- Website:
- nuveen.com
- Employees:
- 3157
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Head Of Strategy, Nuveen Retirement Investing | Defined ContributionNuveen, A Tiaa CompanyChicago, Il, Us -
Vice President Of Business StrategyNuveen, A Tiaa Company 2023 - PresentNew York, Ny, Us -
Co-FounderLa Maison Group Llc (Usa) 2015 - PresentAt Maison Group LLC - we collaborate & enable members to own, manage, scale and grow a well diversified portfolio of high quality multi-unit properties. Our dual mission is to act as stewards and caretakers within thriving, healthy communities.Our Capabilities:- Market scans & due diligence- Financial analysis & structuring- Construction & project management- White glove prep for closing & turn over- Property management- Revenue operations -
Vice President Of Consulting & Technology ServicesVoiant 2022 - 2023Oakbrook, Illinois, UsAt Voiant, we are guided by our North Star; To help you transform at the speed of life - powered by emergent sales enablement technologies!Reporting to the CEO, I led a reset of the company’s vision & growth strategy, including top-down partner GTM plan, and bottom-up workforce realignment.I also led the restructure of its global consulting organization, refined client service offerings, improved contract margins, and streamlined client facing business operations. -
MemberChief 2021 - 2022New York, Ny, UsChief is the *only* private network focused on connecting and supporting women executive leaders. It is a think tank built to drive more women into positions of power and keep them there; Specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top-down. -
Head, Strategy & Transformation | Office Of Cro | Group Risk ManagementBmo Financial Group 2019 - 2022Toronto, On, CaChief strategist and business executive responsible for setting strategic priorities & OKRs (org size 1800), creating & putting into motion strategic transformation plans, and the coordinated execution of step-change for BMO’s Risk Group. I partnered directly with the Bank’s Chief Risk Officer to lead an executive leadership team to set strategic direction, establish OKRs, align teams, and 10X engagement to drive bottom-up lift to enable the Bank to drive key results. I was accountable for significant relationships with global partners to reimagine the Group's talent & human capital strategy (e.g. innovation vs operations model), as well as establish a new holistic high performance framework for the Group. As the CRO’s delegate, I also championed Employee Experience & Culture transformation programs for the Risk Group in partnership with Chief Risk Officer, senior leaders from across the Group, and HR. -
Managing Director | Head Of Frtb & Market Risk TransformationBmo Capital Markets 2017 - 2019Toronto, On, Ca -
Managing Director | Head Of Regulatory TransformationBmo Capital Markets 2015 - 2017Toronto, On, CaAs an inaugural member of BMO Capital Markets, Regulatory Transformation Office (RTO), Sarah was responsible for overseeing regulatory “change the bank” initiatives to enable the Firm to minimize business disruption, optimize client onboarding and consents while dually complying with global regulatory reforms.The Regulatory Transformation Office (RTO) is mandated to deliver robust strategic and tactical changes to meet new & emerging regulatory reforms across all jurisdictions in which BMO Capital Markets operates (Dodd-Frank, EMIR, global trade & transaction reporting, Global Margin Rules, MiFID II, Security Based Swap Dealer Regulations, FRTB, Reg YY, and related APAC reforms. Sarah was accountable for end-to-end implementation - business process architecture from client onboarding, to middle office synchronization, internal and external change management & education.Directly responsible for leading cross-functional teams spanning from trading desks, legal, operations, technology, finance to coordinate rapid response strategies, regulation applicability & impact assessments, new operating models, and overseeing the implementation of complex change programs to become compliant with new Capital Markets regulations. Working closely with her global team, Sarah was also responsible for program governance, stakeholder management, financial planning & management, talent acquisition & resourcing, and seamless transition of regulatory changes to BAU owners. Sarah recruited, coached and grew a global team of 20+ RTO resources based in Toronto, Chicago, NYC, and London UK. -
M&A Integration | Transformation Program DirectorSuncor 2011 - 2013Calgary, Alberta, CaPost merger Transformation Program Director to integrate Suncor and Petro Canada downstream business operations, modernize technology platforms, and sunset legacy business functions.Mandated to standardize, modernize & simplify all aspects of Petro Canada's core process architecture and downstream technology, including transition to outsourcing partners across the entire IT stack (infrastructure/HW, data, networks, applications). Successfully provided oversight & stewarded 18 projects, implemented by 350+ resources across 4 countries (Canada, USA, India, Philippines). Additionally, I established a new End State Program PMO to align with Suncor enterprise PMO structure, to manage delivery risk, and harmonize project delivery best practices across multiple companies / vendors / methodologies, accountable for Program stakeholder management as chair of the Executive Steering & Business Operating Committees, end-to-end lifecycle of Program financials, full talent acquisition lifecycle & people development for the Legacy Transformation Program. -
Director | Consulting Sales - Formerly IdeacaHitachi Solutions Canada 2009 - 2011Toronto, Ontario, CaAs a founding Practice Leader, Sarah led a national cross-functional team to launch a new service group to delight regional and mid market firms across Canada.Developed go-to-market strategies and advisory service offerings, from strategy to solution, such as target operating model & blueprint design, business architecture & value chain analysis, and project mobilization / hand-over to global delivery teams for banking / insurance.Expanded advisory service offerings to energy clients, as well as banking and insurance:-- Canaccord Capital-- Island Savings Credit Union & Insurance-- Dundee Wealth Management-- RBC Dexia-- ESI Canada / Express Scripts-- MTS Allstream (formerly AT&T Canada)-- Suncor Energy-- Petro Canada-- Direct Energy-- Toronto Hydro-- Hydro OnePost project initiation, I was responsible for client relationship management, project quality assurance, on-going engagement oversight often as a contributing member of the Steering Committee and/or Executive Stakeholder teams. -
Strategy & Management Consultant, Financial Services PracticeAccenture 2004 - 2009Dublin 2, IeSpecialized in strategy development, planning & mobilization of complex multi year enablement programs, advising Canada’s largest banks in core banking systems modernization, rationalization & cost take-outs, global resourcing, and future operating model design.Select experiences included:-- Operating model architect for platform consolidation, repatriation & outsourcing of Insurance Policy Administration systems-- Functional lead for platform rationalization & modernization of Insurance Claims Administration systems-- Business lead for Enterprise Technology Modernization Roadmap (Retail, Business & Commercial Banking, Wealth Management, Insurance)-- Business process lead for Solution Blueprint (technology and data strategy for auto adjudication and straight-through decisioning for Small Business and Commercial Banking)-- UX designer & Organization Change Management lead for role-based Enterprise Intranet Portal (Corporate Communications, HR, Business Banking)-- Requirements facilitator for 360 Customer Contact & Service Strategy (Retail, Business Banking, Commercial and Wholesale Banking).
Sarah Kim Education Details
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University Of TorontoIndustrial Engineering -
National University Of SingaporeIndustrial Engineering -
University Of TorontoIndustrial Engineering
Frequently Asked Questions about Sarah Kim
What company does Sarah Kim work for?
Sarah Kim works for Nuveen, A Tiaa Company
What is Sarah Kim's role at the current company?
Sarah Kim's current role is Head of Strategy, Nuveen Retirement Investing | Defined Contribution.
What is Sarah Kim's email address?
Sarah Kim's email address is sa****@****bmo.com
What schools did Sarah Kim attend?
Sarah Kim attended University Of Toronto, National University Of Singapore, University Of Toronto.
Who are Sarah Kim's colleagues?
Sarah Kim's colleagues are Scott Searcy, Kate Maher, Ashley Miranda Angulo, Jackie Haviland, Agata Kotłowska, John Peruzzi, Nesaar U..
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