Steven Steinberg Email & Phone Number

United States

Woodbridge, Nj

Global Wealth Management and technology leader who is proficient in aligning corporate strategies with business-transforming technology. Experienced in the management of product managers, programmers, analysts, project managers and system testers. Skilled in program management, concept development, go to market planning, vendor management, requirements writing, project management, process design, development, testing and change management. Highly effective in recruiting talent and building high performing teams. Expert in Consultative, Fee-Based programs(UMA, SMA and RPM). Extensive knowledge of brokerage operations, tax lot accounting, trading and performance platforms (Vestmark, Fiserv UWP/APL and CGI Wealth360). Implemented a large Data Warehouse at AT&T. Experienced managing mainframe and SaaS applications. Experienced in the entire software development lifecycle and Agile concepts. Certified in Pragmatic Product Management and Marketing.

Managed product changes for Trading and Risk platforms for Managed Account programs (VESTMARK and Aladdin).

New Jersey

Wealth Management, Product, Business Analysis, Program Management &Technology Professional

Jersey City, New Jersey

Lead a team of product managers working on Fiserv trading, reporting and portfolio management solutions. Responsible for driving product roadmaps for portfolio accounting, portfolio management, trading, model management and investor reporting platforms. Negotiated partnerships with solutions in support of hedge funds and reporting. Knowledgeable in proposal generation in support of managed accounts. Over 15 years experience in the managed accounts industry. Expertise in support of Unified Managed Accounts (UMA), Mutual Fund Advisory (MFA), Separately Managed Accounts (SMA) and Rep as Portfolio Manager (RPM).

Manage and lead a team of product managers and strategists working on Fiserv trading and portfolio management solutions.

Manage and lead a team of product managers and strategists working on Checkfree trading solutions.

Director in the Process and Tools organization. Mange the group responsible for project management and all business requirements of Portfolio Management/Trading Systems and external money manager data interfaces for trade reconciliation. . Manage business needs for trading systems that supports over 6000 financial advisors and 600 outside money managers. Knowledge of GIM/2 and Checkfree APL.

Division Manager responsible for World Class Database Marketing Data Platforms. Managed two multi-terabyte data warehouses supporting AT&T Consumer Direct Marketing. One was a 10 terabyte Teradata warehouse on a NCR 5150 and the other a 30 terabyte warehouse on three SUN El0000's utilizing Ab Initio’s Co Operating System middleware. Organization of 150 programmers, analysts and project managers. Interfaced directly with marketing to establish strategic direction for the organization. Responsible for developing data strategy to insure AT&T's ability to market across the consumer franchise. Had complete responsibility for a budget of well over $35 million dollars. Experienced in vendor negotiation and management for software and hardware procurement as well as programming services. Have negotiated multi-million dollar capital acquisitions and project contracts.