Bryce Carter Email & Phone Number

Austin, Tx, Us

Building scalable solutions for our premier Wealth Management firms ... stay tuned more to come.

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.Serve as Outsourced Chief Technology Officer/Senior Consulting Lead for Multiple Top US Wealth Management RIA’s, BD’s, MFO’s and Bank Trusts.Technology Strategy:-Experienced in building Strategic Technology Roadmaps, sequenced to deliver value to support firm growth with scalability & client/advisor experience at the forefront.-Experienced in Vendor Management lifecycle from ideation to executing contracts and ongoing management for firm needs. Example: Negotiated a conversion from Envestnet to Addepar for a Barron’s Top Advisory firm resulting in a major upgrade of capabilities with a contract structure more favorable to the firm.-Experienced in WealthTech product assessments and industry analysis. Example: Led multiple RFPs across major wealth management capabilities: Portfolio Management/Trading, Trust, Billing, Reporting resulting in an executed Tamarac contractOperational Design & Transformation:-Experienced in designing operating structures for wealth management firms. Example: Recommended and implemented new operational structure resulting in clear roles & responsibilities and removal of redundancies - $14B RIA.-Experienced in analyzing current state processes and designing the optimal future state. Example: Designed & implemented future state trade execution process for a Texas RIA resulting in a net save of greater than $300k/year.Relationship Management:-Experienced in owning client outcomes and deepening value across more than 12 client firms ranging from $2B to greater than $100B AUM.

Austin, Texas Area

Vice President Product Lead for Managed Accounts - WFA and WF Wealth ManagementManaged team supporting Wealth and Investment Management (WIM) through:-Business Leader on shift from CRD to InvestCloud (APL) for Managed Accounts-Integration with the SEI Wealth Platform(SWP)-Integration of Charles River (CRD) with SWP-Business lead for Investments project on SEI Wealth Platform (SWP) conversion. -Business lead for moving multiple businesses to a common Asset Classification. -Business as Usual (BAU) for Wealth Management - Investments & Fiduciary Services (IFS)-Supporting large initiatives for multiple lines of business

Austin, Texas

Strategy Consultant Wealth and Investment Management - WMGResponsible for:Project SponsorBusiness ArchitectureStrategy DevelopmentProject MethodologyChange Management 2015-2016 Project Focus:Project Sponsor:Cross line of business focus on connecting multiple investment surround applications in connection to a core conversion to SWP and a new investment platform, Charles River (CRD). Core System Focus: Moving from SEI T3000 to SWPSEI SWP Configuration & Data Mapping -Lead in configuration of SWP InvestmentsProject Workstream leader responsible for a team of Business Analysts and Project Managers focused on the conversion of Investment Functions in the Core System and multiple downstream applications. Multiple PDDs and BRDs in focus to support Wells Fargo Wealth Management, Abbot Downing, Institutional Retirement & Trust, and Corporate Trust Services. Experience in cross-functional leadership. Investment Surround Applications:Project Sponsor accountable to4 Lines of Businesses, with more than 15 applications to adjust to SWP conversion. Includes accountability to ensure CRD works with SWP. Strategy:Program Strategy for Core Conversion for Investments. Development and implementation of Target Operating Model within Investment & Fiduciary Services --- including Virtual Advisory Model Strategy & Design.Strategic Partner for Investment groups throughout Wealth and Investment Management. Focusing on the cycle of Ideation -> Project Plan -> Implementation

Austin, Texas

2013 Team Member of the Year2012 Team Member of the YearManager of Mass Portfolio Strategy Implementation for Wealth Management -Oversee & direct mass rebalancing -Manage the development of complex portfolio implementation -34,000 Accounts -$17 Billion Assets Under Management -Report Generation for Weath, Brokerage, Retirement Chief Investment Officer -Trade Generation, Quality Assurance, and Investment Impact Analysis. -Managed more than 60 mass rebalance events. -Traded more than $35 Billion.Subject Matter Expert for Cross Functional Projects within the Wealth, Brokerage, Retirement division of Wells Fargo.Developer of a straight-through processing account coding tool for Wealth Management. Worked as Project Manager/Business Analyst to coordinate and develop the Wells Fargo Wealth Request Tool (2007-2013). -Responsibilities: business requirements, consultation with technology experts, technical development, and implementation. -This tool was the springboard to an enterprise solution for WMG in 2013. Conversion Experience: Subject Matter Expert and Analyst for investment tool conversion to Fiserv IMS. -Primary responsibilities: business requirements, workflow design, communication with technology partners, implementation, and testing. -Currently work as liaison of the business unit to the internal technology partners. Converted 13,000 legacy Wachovia portfolios during the Wells Fargo/Wachovia conversion. -Primary responsibilities: data mapping, investment model conversion, and communication to Wells Fargo Investment Managers.Committee Experience: -5 years experience with Senior Management on the Fiduciary Investment Committee & Common Trust Fund Oversight. -Implementation Expert on Investment Strategy Council -Wealth Management Implementation QA Council -Wealth Management Technology Council

Bachelor Of Science, Psychology

Master Of Business Administration (M.B.A.), Finance Concentration, 3.92

Activities and Societies: Delta Mu Delta - Business Honor Society Research Assistant for Ray Sant, PhD, CFA, CMA Chilean Capstone.