Stephanie Clark Email and Phone Number

Asset manager with $4.5T AUM. Led end-to-end program management for major retail & workplace platforms. Drove efficiency at every touchpoint by leading cross-functional teams, challenging the status quo, and leveraging Scrum project management.PROGRAM MANAGEMENT• Led multi-year initiative to transform investment platform; migrated workplace accounts to the same platform as retail accounts. Created a more holistic, comprehensive investment environment for clients.–Transition impacted 990K participants, 8.5K employee 401(k) plans, and $96B in total assets• Led the analysis/design, development, testing, and rollout of new platform (TAO 2); enabled clients to seamlessly manage multiple accounts. Ensured best-in-class client experience throughout rollout; created white-glove transition team for high net-worth clients.RISK MANAGEMENT• Documented manual processes associated with MVP launch (19 manual processes). Scored each process and its controls to mitigate risks; guided technology teams responsible for providing fixes.PROCESS IMPROVEMENT• Saved $14M per year by replicating vendor offerings internally; recruited team members and led operations.STAKEHOLDER MANAGEMENT• Surfaced key program insights at senior-level internal and cross-company meetings. Presented operational gaps alongside actionable solutions.TEAM MANAGEMENT & MENTORSHIP• Managed 3 direct reports and 30 cross-functional team members. Met with team members weekly to uncover opportunities for improvement, chart progress on professional goals, and match skillsets to open business needs.