Thomas Metcalf Email and Phone Number
Thomas Metcalf work email
- Valid
- Valid
- Valid
Thomas Metcalf personal email
- Valid
I am an innovative leader with 10+ years of director-level leadership experience at Fortune 300 and Fortune 50 Financial Services firms. I take pride in building strong teams and engaging employees to deliver exceptional results. My roles have given me the opportunity to collaborate cross organizationally with all levels of leadership in corporate and field (sales) positions. The majority of my career has been split across learning and development roles and working with the onboarding of experienced financial advisors. I am passionate about process improvement and leveraging innovative technologies to drive transformative change. Some examples of my work in this area include:- In the early 2000's I transformed the way Ameriprise trained their financial advisors through various initiatives that I led, including: moving to WebEx from expensive live satellite broadcasts, growing web-based self study training from 4 courses to over 200, introducing Articulate software for cost saving course development, and implementing a learning management system to deliver and track training curricula. - Over the last 20 years I have developed and implemented several structured processes for my teams of training consultants, project managers, and transition managers, driving efficiencies and quality through templates, resources, and leveraging existing technology (Salesforce, SharePoint, Box, Teams, OneDrive).- Most recently I have led major cross-organizational initiatives partnering with internal technology teams and vendors to build new systems to radically improve how financial advisors transition clients and accounts, providing greater transparency, efficiency, and automation.- In my leadership roles with local non-profit organizations I have built websites and implemented member management software (Wild Apricot) to streamline operations and improve communications/branding.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 8199
-
Rbc Wealth ManagementMinneapolis, Minnesota, United States
-
Director, Head Of Account Transfer And Client Onboarding ServicesRbc Wealth Management Jun 2023 - PresentToronto, Ontario, CaProviding strategic and tactical direction to the Client Onboarding Services and Account Transfer department.
-
Director - Experienced Advisor Onboarding And TransitionsPrudential Financial Jan 2020 - Apr 2023Newark, New Jersey, UsSet the strategic direction for onboarding and provided leadership to a team of relationship managers and transitionspecialists in support of 900+ experienced financial advisors transitioning to Prudential.• Established a robust experienced advisor onboarding team from the ground up, including support models, processes, tools, and resources, creating a “white glove” transition experience.• Led a key, cross organizational automation initiative from concept to pilot in 15 months, revolutionizing how financial advisors transition clients’ investment accounts. From data gathering via an online client portal, to feeding data via APIs directly to account opening systems, this Salesforce-based system provides advisors with an efficient process and improved tracking of their transitions. -
Director - Experienced Advisor Onboarding And TransitionAmeriprise Financial Services, Inc. Sep 2014 - Jan 2020Minneapolis, Mn, UsProvided overall leadership to multiple teams and influenced and implemented the strategic direction in support of the transition of advisors, clients, and assets to Ameriprise through the Experienced Advisor Recruiting program.• Standardized onboarding processes, templates, and roles and integrated existing technology (Salesforce and Box) to ensure a consistent onboarding experience.• Led team through onboarding 1,925 experienced financial advisors with $99.7B in assets under management - averaging 91% asset transition.• Led a multi-year, $2 million initiative transforming processes and infrastructure to deliver an industry leading client and account transition experience. This initiative included innovative technology and automation to enable advisors to efficiently manage client transitions online, via mail, and in person. -
Sr. Manager - Training DesignAmeriprise Financial Services, Inc. Oct 2012 - Sep 2014Minneapolis, Mn, Us- Provided strategic and tactical leadership of change management for a transformative multi-year technology project impacting the entire Service Delivery organization. - Led the design and development of new training approaches to efficiently and effectively train 1,000+ associates over multiple releases - Designed a factory approach to updating knowledge management documentation, to reduce resource needs and ensure quality throughout the process of updating 10,000+ knowledge articles.
-
Design Team LeadAmeriprise Financial Services, Inc. Jan 2011 - Oct 2012Minneapolis, Mn, Us- Designed and implemented a top notch training development process, leveraging templates, standards, and multiple quality reviews, resulting in high quality, engaging training.- Led the design, development, and pilot implementation of a robust Operational Efficiency training program for field staff, which educated them on how to leverage technology and resources to increase their productivity. The success of the program led to a national rollout with dozens of events across the country.
-
Training ManagerEcolab Nov 2009 - Jan 2011St. Paul, Mn, UsSet training strategy and designed and developed training programs for Global Business Solutions.- Implemented a cross organizational Global Learning Alliance to share training knowledge, materials, and best practices across Ecolab divisions from North and South America, Europe, Asia, and Australia - Led the training for the implementation of Salesforce.com to corporate account sales teams across several divisions of the company. Worked with division sales leaders to customize the Salesforce.com experience for their teams.- Developed training, online tutorials, and guided help to support a proprietary sales, service, and customer relationship management software for Institutional sales and service associates. -
Director - Field Training & DevelopmentAmeriprise Financial May 2006 - Apr 2009Minneapolis, Mn, Us- Provided strategic direction of financial advisor training projects, organization design, and budget planning. - Led a team of training consultants, providing coaching, guidance, and escalation of issues in the development of training for the financial advisor field force.- Established and maintained relationships with corporate business partners, field leaders, training vendors, and offshore partners, ensuring training was consistent with corporate strategy and met the needs of the target audience.
-
Sr. Training ConsultantAmeriprise Financial Sep 2003 - May 2006Minneapolis, Mn, UsProvided consulting to internal business partners on adult learning principles, effective training techniques, and appropriate training delivery methods to support key projects. - Managed, designed, and developed training for financial advisor facing initiatives.- Implemented a learning management system for 10,000+ advisors- Collaborated on needs analysis and design of a robust learning structure and set of curricula for financial advisors
-
Training ConsultantAmeriprise Financial Sep 2001 - Aug 2003Minneapolis, Mn, Us- Designed, developed and delivered training for multiple software releases- Project leadership, project management.
-
Training AnalystAmeriprise Financial Jul 1999 - Sep 2001Minneapolis, Mn, UsDesigned, developed, and delivered training for brokerage trading and service representatives.
-
Brokerage Trading/Service RepresentativeAmeriprise Financial Aug 1998 - Jul 1999Minneapolis, Mn, UsPhone representative role, placing stock, options, and mutual fund trades for clients and financial advisors and answered brokerage service calls.
-
Training AnalystAmerican Express Sharepeople Nov 2000 - May 2001New York, Ny, UsThis position was a 6-month international assignment.- Designed and developed a training strategy and structure from the ground up for newly acquired online brokerage firm.
Thomas Metcalf Skills
Thomas Metcalf Education Details
-
University Of MinnesotaEconomics -
VenusaSpanish And International Business
Frequently Asked Questions about Thomas Metcalf
What company does Thomas Metcalf work for?
Thomas Metcalf works for Rbc Wealth Management
What is Thomas Metcalf's role at the current company?
Thomas Metcalf's current role is Director, Head of Account Transfer and Client Onboarding Services.
What is Thomas Metcalf's email address?
Thomas Metcalf's email address is th****@****ial.com
What schools did Thomas Metcalf attend?
Thomas Metcalf attended University Of Minnesota, Venusa.
What skills is Thomas Metcalf known for?
Thomas Metcalf has skills like Training, Leadership, Project Management, Coaching, Process Improvement, Training Delivery, Change Management, Strategic Planning, Management, Program Management, Needs Analysis, Instructional Design.
Who are Thomas Metcalf's colleagues?
Thomas Metcalf's colleagues are Sai Pravallika Blee, Stuart Bristow, Maddy Grossblatt, Gerald I Maisner, Erik Sonstegard, Kayla (Mikayla) Runge, Suhaila Sulaiman.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial