Cost Basis Consultant
Current
Oct 2023 - Present
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Steve Conrad Email & Phone Number
Financial Services Implementation Manager | Product Manager | Program Manager
at
The Enosys Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Implementation Manager | Product Manager | Program Manager
Location
Boston, Massachusetts, United States
Company size
Who is Steve Conrad? Overview
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Quick answer
Steve Conrad is listed as Financial Services Implementation Manager | Product Manager | Program Manager at The Enosys Group, a company with 9 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Steve Conrad.
Steve Conrad previously worked as Cost Basis Consultant at The Enosys Group and Vice President, Citizens Pay Platform Solutions Manager at Citizens. Steve Conrad holds Bs, Management from Boston University.
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The Enosys Group
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Profile bio
About Steve Conrad
Summary: Innovative Implementation Manager with expertise in technical implementation management, product management, program management, brokerage back-office systems and operations, and cost basis applications. Adept coach, with a collaborative approach that thrives while identifying new strategic directions, developing efficiency improvement models, and formulating solutions to address business, technology, and financial challenges in matrix-structured environments. Skilled in directing large-scale initiatives, developing top-performing staff, and streamlining workflows and processes to reduce costs, maximize productivity, and accelerate profitability and performance.Core Strengths:• Product Management: Experience identifying and delivering value added enhancements to web based retail brokerage and enterprise level third-party software products.• Implementation & Project Management: Experience integrating enterprise-level cost basis software solutions for both retail and institutional clients and successfully delivering business and systems projects in a matrix environment. Experience with SDLC and Agile methods.• Brokerage Industry Experience: FINRA Series 7 and 63 licensed representative with experience in multiple security types.• Technology Experience: Experience in brokerage and transfer agent core systems, relational databases and front-end financial interfaces, including QA and UAT testing, development, data analysis, and systems management.• Client Relationship Management: Significant experience managing client relationships at various levels including, sales presentations, management of onsite product demonstrations, change management, client escalations and facilitation of client forums. Excellent written and verbal communications skills.• Cost Basis Subject Matter Expert: Detailed knowledge of IRS Cost Basis Regulations (Emergency Economic Stabilization Act (HR 1424)) and the impact to financial institutions. Over 10 years experience with proprietary and third party cost basis systems and the effects of corporate actions and wash sales on cost basis calculations.
Current workplace
Steve Conrad's current company
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The Enosys Group
9 roles
Steve Conrad work experience
A career timeline built from the work history available for this profile.
Vice President, Citizens Pay Platform Solutions Manager
- Recruited to build and manage a team of Solutions Architects, Implementation Managers and Business Systems Analysts to support onboardings of Citizens Pay merchant Clients.
- Oversaw implementations of Citizens Pay Buy Now Pay Later (BNPL) offering for merchant clients
- Orchestrated the hiring and onboarding of a new team of associates in two months while managing support for existing book of work with limited team resources
- Teamed with Business Development and Relationship Management colleagues to identify appropriate tech vendors, assign team resources and develop implementation roadmaps
- Managed relationships with multiple technology vendors that provided development, credit decisioning and account servicing
Jan 2023 - Jun 2023
Senior Implementation Consultant - Client Services
Oversaw technical implementations of the GainsKeeper cost basis system for multiple high-profile brokerage clients, including gap analysis, requirements documentation, client communications and overall project management
Jul 2019 - Feb 2023
Product Owner
Organized product backlog as part of an Agile SCRUM team including close coordination with SCRUM Master, business, and technical partners for two critical business initiatives.
Mar 2019 - Jun 2019
Vice President Program Management
Advanced a strategic partnership with Broadridge Financial Solutions to convert Broadridge clients to the Maxit platform. Responsible for conversion of large, high-profile client firms.Implemented Scivantage Maxit E2E, a new product line including fixed income, tax reporting and tax tools offerings using Agile including matrix management of business.
Apr 2014 - Nov 2018
Vice President Investment Reporting Product Operations
Provided strategic guidance, mentorship, and direction to staff of 25 comprised of managers, analysts, and operations specialists. Grew operations team fivefold in one year, established effective benchmarks and metrics to track success and monitor client satisfaction
May 2012 - Apr 2014
Director Strategic Products
Successfully managed all phases of Maxit implementation for five prominent client firms representing retail brokerage, mutual fund, and prime brokerage industries, demonstrating advanced competencies in project planning, requirements gathering, gap analysis, risk assessment, systems integration, and client management.Proficiently performed research and.
Sep 2009 - May 2012
Director, Brokerage Products
Product owner of the Fidelity retail cost basis product (TLA) as well as pricing and platform products, including product life cycle management, competitive analysis and assessment, and product communications across Fidelity business lines.
Aug 2005 - Jul 2008
Lead Software Developer / Project Manager
Technical project manager responsible for overseeing the coding, testing and support for systems initiatives following SDLC project methodology and reporting project status to management.
Jun 2002 - Aug 2005
Team & coworkers
Colleagues at The Enosys Group
Other employees you can reach at theenosysgroup.com. View company contacts for 9 employees →
JT
Jennifer Tannenbaum
Colleague at The Enosys GroupNew York, New York, United States, United States
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MD
Michael D'Angelo
Colleague at The Enosys GroupStaten Island, New York, United States, United States
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PF
Patrick Feenaghty
Colleague at The Enosys GroupNew York, New York, United States, United States
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MW
Marsie West
Colleague at The Enosys GroupWinston-Salem, North Carolina, United States, United States
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RV
Raymond Vallerie
Colleague at The Enosys GroupWilton Center, Connecticut, United States, United States
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RR
Robert Rubin
Colleague at The Enosys GroupNew York, New York, United States, United States
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JM
Jill Meniketti Hall
Colleague at The Enosys GroupCollegeville, Pennsylvania, United States, United States
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Jennifer Tannenbaum
Colleague at The Enosys GroupNew York, New York, United States, United States
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MD
Michael D'Angelo
Colleague at The Enosys GroupStaten Island, New York, United States, United States
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PF
Patrick Feenaghty
Colleague at The Enosys GroupNew York, New York, United States, United States
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MW
Marsie West
Colleague at The Enosys GroupWinston-Salem, North Carolina, United States, United States
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RV
Raymond Vallerie
Colleague at The Enosys GroupWilton Center, Connecticut, United States, United States
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RR
Robert Rubin
Colleague at The Enosys GroupNew York, New York, United States, United States
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JM
Jill Meniketti Hall
Colleague at The Enosys GroupCollegeville, Pennsylvania, United States, United States
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1 education record
Steve Conrad education
FAQ
Frequently asked questions about Steve Conrad
Quick answers generated from the profile data available on this page.
What company does Steve Conrad work for?
Steve Conrad works for The Enosys Group.
What is Steve Conrad's role at The Enosys Group?
Steve Conrad is listed as Financial Services Implementation Manager | Product Manager | Program Manager at The Enosys Group.
Where is Steve Conrad based?
Steve Conrad is based in Boston, Massachusetts, United States while working with The Enosys Group.
What companies has Steve Conrad worked for?
Steve Conrad has worked for The Enosys Group, Citizens, Wolters Kluwer - Financial Services Solutions, Dell Emc, and Scivantage.
Who are Steve Conrad's colleagues at The Enosys Group?
Steve Conrad's colleagues at The Enosys Group include Jennifer Tannenbaum, Michael D'Angelo, Patrick Feenaghty, Marsie West, and Raymond Vallerie.
How can I contact Steve Conrad?
You can use AeroLeads to view verified contact signals for Steve Conrad at The Enosys Group, including work email, phone, and LinkedIn data when available.
What schools did Steve Conrad attend?
Steve Conrad holds Bs, Management from Boston University.
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