Thomas Metcalf Email & Phone Number

Minneapolis, Minnesota, United States

Toronto, Ontario, Ca

Providing strategic and tactical direction to the Client Onboarding Services and Account Transfer department.

Newark, New Jersey, Us

Set 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.

Minneapolis, Mn, Us

Provided 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.

Minneapolis, 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.

Minneapolis, 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.

St. Paul, Mn, Us

Set 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.

Minneapolis, 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.

Minneapolis, Mn, Us

Provided 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

Minneapolis, Mn, Us

- Designed, developed and delivered training for multiple software releases- Project leadership, project management.

Minneapolis, Mn, Us

Designed, developed, and delivered training for brokerage trading and service representatives.

Minneapolis, Mn, Us

Phone representative role, placing stock, options, and mutual fund trades for clients and financial advisors and answered brokerage service calls.

New York, Ny, Us

This 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.

B.A., Economics

Spanish And International Business