Stephanie Boucher Email & Phone Number

Provided overall business partner support for Technology and Operations, Finance, as well as a rotational assignment in organizational development and employee relations for all client facing businesses. Provided strategic HR assessment, developed actionable plans, and built organizational and employee capabilities. Led, managed and coached HR Business Partners and HR Generalists.• Developed strategic HR programs in conjunction with the head of Technology & Operations for the 2500+ employee group to acquire and develop talent, determined workflow and organizational models for each area, and implemented project plans to restructure the division.•Implemented a service delivery model for corporate IT that consolidated workflow and staffing that resulted in significantly reduced costs and increased efficiencies. •Led the HR effort in conjunction with finance that reshaped the proportion of full-time and contingent workforce which led to significant cost savings. •Provided HR Leadership as a member of the Vision Team that re-engineered the Finance organization into a Centers of Excellence Model. Streamlined efficiencies, decreased overall costs, and provided ongoing support. •Project Leader for the HR Workgroup on a corporate-wide initiative, Client Service Acceleration Project. Managed the reporting and administration for overall HR project. Initiatives included internal and external staffing, training and workforce re-deployment for the remediation phase of the project. •Led business reorganization efforts for the Finance and Marketing Groups. Created processes to align the work with staffing needs, align the groups to better support the organization, assess talent and implement the transition.•Led a cross-functional team to outsource an area in the Asset Management Accounting group while maintaining productivity levels throughout the transition. Decreased internal cost while improving efficiencies and quality within accounting.

Provided outsourced Human Resources Management services to businesses on a long-term and short-term basis. Projects included:•Reviewed current compensation policies, internal processes, and salary structures within the organization, and submitted improvement plans to decrease turnover and remain competitive within the marketplace.•Developed internal job families and created job descriptions for each position within the job family.•Conducted New Manager Assimilation sessions to reduce the time for Managers to effectively develop working relationships with teams and build team synergies.Worked on a consultant team to assist an energy company in establishing HR strategies and procedures to successfully implement future mergers and acquisitions.•Worked on a consultant team to assist an energy company in establishing HR strategies and procedures to successfully implement future mergers and acquisitions.Created an HR Integration Plan to ensure a seamless integration of people, HR process, systems and programs.

Provided Senior HR expertise for the Eastern Division of the Individual Investor Enterprise, consisting of 700+ employees in 115 retail branches with approximately $100B in assets. Provided strategic HR support while managing a staff Senior HR Managers and Specialists.Led National Staffing Team for the National Individual Investor Enterprise. Developed and implemented staffing strategy that attracted a higher level of talent to achieve aggressive business development goals as the company was undergoing significant change in business strategy. Managed staffing managers, contractors and adminstrative staff. Major initiatives for supporting change linked to the business strategy included:•Managed staffing in transition of business model from transactional to full-service brokerage.•Led key initiative to identify and define core competencies for each job in the Individual Investor Enterprise. Successfully incorporated competencies to improve processes in talent management, staffing, performance management and compensation.•Partnered with Business Leaders to design and implement comprehensive New Manager and Sales Leadership Training and Development programs.•Developed and implemented strategies utilizing the newest technologies to attract candidates and build a pipeline of qualified candidates.•Successfully implemented creative improvements that resulted in decreasing time to fill positions from 90 to 32 days for non-officer jobs.•Implemented applicant testing to assess sales ability of candidates to ensure successful placement. Resulting in a decreased 90 day attrition rate to 0% and increased enterprise revenues.•Participant in national project team to design and implement incentive plans for Investment Sales Specialists.

Provided Human Resources expertise to the Northeast and Metro New York Regions, consisting of approximately 400+ employees and 55 branches. . •Led project team that successfully designed and implemented Succession Planning Process for key leadership positions within the Individual Investor Enterprise. Resulted in 100% senior management participation and implementation from all divisions.•Created developmental planning process for high-potential candidates to ensure promotion from within for future leadership openings.•Led a corporate project to realign the performance management process, linking compensation and performance with company goals.

Human Resources Generalist and consultant for the Metro New York Region, Operations Center and Trading Call Teams, consisted of approximately 300+ employees. •Redesigned the performance appraisal process for approximately 300 Retail Branch Managers. Revised goals and objectives consistent with business strategy, and automated the salary increase process.•Applied extensive compliance knowledge in SEC regulations to identify employee violations, recommend solutions, and avoid costly fines and judgments against the firm by industry regulators.