Ursula Thomas Email & Phone Number

As the Business Operations Manager, I was responsible for driving continuous improvement and business optimization efforts across the Individual Investor Services and Operations department in support of providing best-in-class client service. I also managed a team of business analyst responsible for system enhancements and system issue resolution.

Owings Mills, Md

As the Senior Project Specialist, I provided oversight on Client Development projects and initiatives to support Individual Investors and improve governance and sales processes, close business gaps, maximize revenue generation, and improve client experience. I was also responsible for identifying, integrating and supporting implementation of the sales strategy for all projects while outlining and conducting communication and implementation plans as it pertains to new processes and procedures.

Owings Mills, Md

- Identified pain points that hinder productivity and efficiency in the Sales organization- Managed projects aimed at providing solutions for identified pain points- Special project focus areas include: internal/external process improvement, efficiency gain, risk mitigation, and consistency of workflow management- Outlined and conducted communication and implementation plans as it pertains to new processes and procedures that are the result of projects- Utilized BPI tools to support change efforts- Developed reports regarding pipeline activity, campaign management, and overall business performance

Owings Mills, Md

- Conducted face to face meetings with Home Office and Senior Management of assigned firms- Performed Annual Reviews of Consultant/Advisors Databases- Maintained Consultant/Advisor profiles- Facilitated segmentation and rating methodology- Generated quarterly/annual reporting of investment request and client data- Tracked referral activity

Owings Mills, Md

- Generated quarterly/annual reporting of investment request and client data- Maintained segmentation and rating methodology of advisors/consultants- Performed annual advisor/consultant database audit- Tracked external referral activity- Handled all website subscriptions for external partners and clients

Owings Mills, Md

- Update/Modified the CRM to provide accurate reporting- Met with 37 Relationship Managers to verify client information- Used Business Objects to create data reports