Lead National Tax project and portfolio management operations including mentoring and coaching of PPM staff.Lead resource management, onboarding, portfolio planning and reporting.Develop and manage business results monitoring including defining, summarizing and reporting results at all levels within the organization and leading the program structure. Manage teams involved with initiation, planning, execution, monitoring and wrap up activities for an enterprise or cross line of… Show more Lead National Tax project and portfolio management operations including mentoring and coaching of PPM staff.Lead resource management, onboarding, portfolio planning and reporting.Develop and manage business results monitoring including defining, summarizing and reporting results at all levels within the organization and leading the program structure. Manage teams involved with initiation, planning, execution, monitoring and wrap up activities for an enterprise or cross line of business program.Facilitate cross functional project teams and stakeholder meetings, communications and follow up.Effectively manage change and identify / mitigate program risks and issues. Show less

Lead field leader and advisor incentive and recognition program.Manage multiple external vendor relationships and program budgets.Support annual design and strategy review of field incentive and recognition programs.Refine and implement programs and processes to drive increased effectiveness and efficiency.Develop and execute program communications and marketing materials.

Program development, management, and operational support for employee and franchise-channel initiatives.Project management and implementation of cross-organizational and field-facing projects including policy development, communication, and training.Coaching and consulting with field leadership, advisors and corporate business partners on company programs, policies and complex or escalated issues including litigation.

Project management and implementation of cross-organizational and field-facing projects involving regulatory rules and mandates; including technology development, policy development, communication, and training.Assessed SEC and FINRA regulations impacting policies and supervision.Led field leader and advisor engagement during project assessment and implementation.

Developed, implemented and managed franchise channel programs and enhancements including policy, communication, training and operations. Provided field leader and advisor support and coaching.Provided litigation support.

Developed and managed policy, communication, training, eligibility criteria and operational enhancements for succession planning program and equity management.Developed, implemented and managed employee and franchise-channel asset retention initiatives and technology enhancements.Supported cross-organizational franchise-channel initiatives.