Steve Helfer Email and Phone Number
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As an accomplished professional with over 10 years of experience with large financial services companies, I’ve successfully partnered with senior leaders and executives to develop and execute upon strategy and goals; manage critical strategic initiatives; innovate new products, services, and capabilities; develop long range objective-based plans; build and manage product roadmaps and project pipelines; draft and deliver executive-level reports; and coach, mentor & support teammates, directs, and startup founders.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 14520
-
Vp, Lead Product Manager, Wealth And Investment Management DigitalWells Fargo AdvisorsSt. Louis, Mo, Us -
Director, Program ManagerTai (The Original Insurtech) Oct 2023 - PresentMokena, Illinois, Us -
Vp, Lead Product Manager, Wealth & Investment Management DigitalWells Fargo Advisors Feb 2022 - Oct 2023St. Louis, Missouri, Us• Responsible for setting business priorities specific to onboarding & money movement for the firm’s self-directed trading and robo-advisor platforms (WellsTrade and Intuitive Investor).• Conduct analysis on client and competitor capabilities and trends to inform product strategy.• Oversee development of a multi-year roadmap specific to onboarding & money movement capabilities.• Manage and work on cross-functional initiatives with key partners to successfully deliver scope, including account strategy, operations, product partners, digital product development, technology, competitive intel, legal, risk, and compliance. -
Senior Project ManagerReinsurance Group Of America, Incorporated Jun 2016 - Feb 2022Chesterfield, Missouri, UsSpecialized in the development and commercialization of new products, services, and capabilities that were beyond RGA's core reinsurance business.Senior Project Manager, TAI (2021 – 2022) • Managed a high volume of projects that open new markets for the company and drive revenue growth via client collaboration and continuous improvement of delivery approaches.• Responsible for project scoping, budget development and adherence, scheduling, and workload planning.Execution Manager, RGAX (2016 – 2021)• Led critical large-scale business initiatives covering all RGAX lines of business, Americas P&L’s, and spanning RGA/RGAX organizational boundaries, aimed at maximizing operational effectiveness, driving higher customer satisfaction, and improving financial results.• Defined and developed project/program best practices and procedures to ensure alignment with RGAX Americas strategy and goals.• Led initiatives and partnered with internal teams to plan, scope, and manage for the highest quality solutions and results; monitored all project processes and operations for time and resource efficiencies, cost management, and process improvement opportunities.• Supported RGAX COO and other global executive leaders while driving large initiatives and projects; developing, assimilating, and monitoring information for Global RGAX; performing portfolio management and corporate board-level reporting; and developing critical business artifacts including dashboards, business cases, pitch decks, roadmaps, and project plans.• Managed organic initiatives by handling product and business model development, financial projections, budget development and oversight, project management, and contracting responsibilities.• Partnered with senior management to create and deliver presentations on project goals and progress. -
Vp, Strategic Initiatives Project ManagerWells Fargo Advisors May 2011 - Jun 2016St. Louis, Missouri, Us• Responsible for direct and independent management of large-scale projects managing all activities in the project life-cycle including initiation, planning, execution and analysis.• Consulted with business partners to clarify and define project requirements and business cases. • Led multiple Regulatory Reform Program-related projects with mission critical deadlines involving substantial risk for the firm if deemed non-compliant with regulatory requirements.• Led strategic initiatives aimed at modernizing advisory solutions in global contact management.• Exhibited superior analytical and problem-solving skills while resolving regulatory issues involving complex trading scenarios.• Formed and facilitated working teams, involving leaders and associates, aimed at developing and implementing cross-functional business processes. -
AssociateBooz Allen Hamilton Jan 2009 - May 2011Mclean, Va, Us• Led team charged with designing, testing and documenting technology solutions while supporting ongoing global Air Force Network (AFNet) migration efforts at Scott Air Force Base. Duties included Team Leadership, Program and Project Management.• Provided program/project management, ensuring that the AFNet Migration Project leadership had a team that prioritized, planned and executed multiple concurrent projects, documented quality solutions, and routinely exceeded client demands during the AF-wide enterprise level migration into a single domain.• Supported the US Army as lead St. Louis-based Project Manager for CRM enterprise-wide rollout. -
Project ManagerPyramid Construction 2005 - 2008Managed large-scale historic renovation projects and commercial real estate sales.
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Senior Programmer/AnalystNorthrop Grumman 1999 - 2005Falls Church, Va, UsDeveloped and implemented web, Windows, and telephony technology solutions for the US Army.
Steve Helfer Skills
Steve Helfer Education Details
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Saint Louis UniversityManagement Information Systems -
Webster UniversityMaster Of Business Administration (Mba)
Frequently Asked Questions about Steve Helfer
What company does Steve Helfer work for?
Steve Helfer works for Wells Fargo Advisors
What is Steve Helfer's role at the current company?
Steve Helfer's current role is VP, Lead Product Manager, Wealth and Investment Management Digital.
What is Steve Helfer's email address?
Steve Helfer's email address is st****@****ail.com
What is Steve Helfer's direct phone number?
Steve Helfer's direct phone number is +131487*****
What schools did Steve Helfer attend?
Steve Helfer attended Saint Louis University, Webster University.
What skills is Steve Helfer known for?
Steve Helfer has skills like Project Management, Program Management, Leadership, Management, Business Analysis, It Strategy, Strategic Planning, Change Management, Enterprise Architecture, Consulting, Business Process Improvement, It Management.
Who are Steve Helfer's colleagues?
Steve Helfer's colleagues are Malini Chandra, Chloe Miller, Melanie Purvis Purvis, Mark Hines, Charli Lewis, Michael Ballard Cpa, Cfp®, Cima®, Kayla Sullivan.
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