Timothy Walker Email & Phone Number

Weehawken, New Jersey

Responsible for key strategic new business, regulatory, and technology initiatives supporting the Wealth Management Americas business. Current initiatives include; implementing account opening and funding client experience and operational processes for new digital product in collaboration with Fin Tech partner, program management for integration of portfolio management and trading platform for Advisory products, and planning and preparation for Department of Labor Fiduciary Standards rule across Operational processes.

Weehawken, New Jersey

Relationship partner to senior business stakeholders for resource planning across Operations catalogue of Services. Contributed to implementation of new Global Operations target operating model within the Americas region including introduction of new Business Partner role. Collaborated with Operation's heads to identify key business services to facilitate the creation of Service Utilities which resulted in a reduction of direct costs to Wealth management business of 30% over 2 year period.

Weehawken, Nj

Head of Process Excellence/Lean Six Sigma deployment across Wealth Management Americas divisions. Business owner of Wealth Management Workflow/BPM platform and multi year change program. Also responsible for the Project Management Office supporting key regulatory and technology projects for Wealth Management Operations.Trained and mentored 200+ high potential employees as Green and Black Belts across all divisions of Wealth Management. Efficiency gains of 100,000 annual hours saved in initial year of launch from completed projects. Workflow Program identified and implemented front to back workflow projects that resulted in 180,000 annual hours saved in front and back office.

Jersey City, Nj

Responsible for service support, for UBS Wealth Management Financial Advisors and branch office staff. Also responsible for call center platform including work force management, call routing, IVR, and technology infrastructure for UBS call centers.

Pennington, New Jersey

Responsible for strategy, planning, and execution of large scale enterprise technology initiatives. Managed the multi year Client Data Management Program to transform business processes to utilize a single enterprise view of the client, across all products and services. Accountable for budget and integrity of enterprise client data, account opening and document management platforms. Platforms contain 9 million accounts, 10 million client records, and 250 million document images.

Pennington, New Jersey

Re-engineered the account opening and client maintenance processes, the internal call center, and compliance controls supporting the Global Wealth Management business (750,000 accounts opened, 5.2 million maintenance changes, and 700,000 service calls annually). Collaborated with business partners to develop and execute a multi year Account Opening re-engineering strategy. Over a two year period, reduced total time to open accounts from 6 days to the same day, and the time required to enter account opening information by 70%. Employee engagement programs implemented in department resulted in improved employee survey scores of 16 points in one survey year.

Pennington, New Jersey

Selected to be part of leadership team to launch Six Sigma within Merrill Lynch, initially within Operations but subsequently expanded to Marketing, Advisory, Banking and Technology. Program realized hard savings in excess of $100 million in first year. Collaborated with multiple Process Owners to identify and manage the execution of Lean/ Six Sigma projects. Personally managed teams of Black Belts, and identified projects over a two year period that achieved an annualized cost savings of $20 million.

Led team of project managers responsible for supporting and optimizing call centers, through enhancements to the voice response system (speech recognition), call routing, and scheduling software. Managed the metrics and workforce management teams supporting three call centers, across three sites, with total of 1,000 agents.

Somerset, New Jersey

Managed sales/service call center supporting mass affluent clients migrated from full service Financial Advisor model to 800 service model (now known as Merrill Edge). Established processes, staffing, training, and measurement systems, and delivered technology to expand Merrill Lynch Financial Advisory Center from six office test pilot, to nationally scalable model.

Master Of Business Administration (M.B.A.), Management

B.S, Economics