Stella Mccarthy Email & Phone Number

Westlake, Texas, US

Lead product development and innovation for Schwab Alliance, the customized version of Schwab.com for clients of RIAs, as well as the mobile application offerings for clients of RIAs.

Dublin, California, US

Own, develop, and execute digital roadmap to enable prospects and members to discover, evaluate, and apply for, products and services via the Patelco website and mobile app.

San Francisco, California, US

• Drive development and implementation of Financial Health banker tools, and Personal Financial Management tools:
• Launched two financial health phone banker tools with a $2 million budget and successfully completed on time within six months
• Drove and implemented the requirements from multi-channel stakeholders across the bank
• Led the core team of developers, UX, business analyst, business partners, QA, and project manager on daily meetings to implement requirements, and triage and prioritize issues
• Launch of the tools helped increase completed customer financial health conversations by 400%

New York, NY, US

• Responsible for the strategic development of Asset Management digital properties and tools. Developed, implemented, and managed platform and tools – online and mobile – working with all departments, including Product.
• Created infographics and microsites to support specialty funds and fund launches
• Managed the core working group that was responsible for incorporating fund data on a partner website
• Streamlined navigation flow for various user types and navigation within the Asset Management website

New York, NY, US

• Managed the relationship with Institutional, iShares, and Canada stakeholders and product teams to define and deliver a client-centric web strategy by seeking out cross channel economies of scale, providing marketing.
• Led the implementation of a new publishing process for Model Portfolios that saved over 100+ hours of manual data input and verification, increased data accuracy, and eliminated the use of an external agency, which.
• Launched an integrated global Canadian website for clients to have one-stop shop for all products
• Liaised between stakeholders and technology teams to define business and functional requirements, and implement a document library and search capability within the Institutional website
• Led business and functional requirements gathering and analysis to build a new Institutional marketing database for one central source of client information for sales teams
• Engaged with internal clients to identify key challenges and business opportunities to ensure alignment with the strategic initiatives and revenue targets

New York, NY, US

• Successfully launched the global Cash Investments transactional website by unifying two disparate websites within $350k budget and optimized overall site performance by decreasing page load times by 50%.
• Headed the U.S. Cash business online trading website that had $15 billion in yearly transactions
• Developed and oversaw the website day-to-day BAU budget of $200k and ensured global alignment of initiatives and maximization of IT resource usage
• Streamlined production processes and reduced content production time by 80%
• Managed relationships with transfer agent and online trading platform provider to ensure data accuracy, troubleshot technical issues, implemented fixes and enhancements, and oversaw SLA times were met
• Analyzed and produced web metric reports to highlight marketing campaign performance, product adoption, and overall site usage

*Directed and managed ongoing web enhancements with key stakeholders and technology team*Produced web marketing content to promote client engagement and targeted messaging on the website*Analyzed and produced web metric reports to highlight marketing campaign performance, product adoption, and overall site usage

*Designed, scripted, and produced online tutorials using Captivate*Produced and managed live webinar training, including scheduling, end-user training, reporting analytics, and vendor relationship management*Collaborated with Direct Marketing group to tie in Marketing campaigns and product launches with related e-learning offerings*Managed the development.

Norwalk, Connecticut, US

*Designed, scripted, and produced online training tutorials using Dreamweaver and Flash*Created and directed live internet training with WebEx, as well as archived tutorials using Camtasia*Led a group of six project contributors in the development of tutorials and internet training*Coordinated with the Marketing group to promote the online learning program.

Norwalk, Connecticut, US

*Worked with application engineers to create and edit technical documentation *Assisted in producing recruiter training material for the Human Resources department

Norwalk, Connecticut, US

*Developed tip sheets & guides, as well as presentation material for both client and corporate training*Led small on-site client training sessions, as well large multi-client sessions at training facilities

Norwalk, Connecticut, US

*Provided creative solutions for creating customized spreadsheets and modules for clients*Assisted clients in troubleshooting software and technical issues

Bachelor Of Science (Bs), Marketing/Marketing Management

Certificate, Integrated Marketing Communications