Wei Scaltrito Email & Phone Number

Malvern, Pennsylvania, United States

***Results to Date***-Enabling double digit CAGR inflows and ~$400 billion annual transactions via enterprise SaaS platform, leading the end-to-end strategy, planning and execution of 35+ Fund Product Innovations annually (Mutual Fund and ETF launches, conversions, mergers, and other product lineup updates), including over 20 product launches, .-Consistently delivering 100% Intermediary Client Experience Index and 100% Quality Index.-Launched new Fund Innovations Resource… Show more ***Results to Date***-Enabling double digit CAGR inflows and ~$400 billion annual transactions via enterprise SaaS platform, leading the end-to-end strategy, planning and execution of 35+ Fund Product Innovations annually (Mutual Fund and ETF launches, conversions, mergers, and other product lineup updates), including over 20 product launches, .-Consistently delivering 100% Intermediary Client Experience Index and 100% Quality Index.-Launched new Fund Innovations Resource Center to achieve annual savings exceeding team quota by 80%, with case study featured on corporate site (Crewnet).-Filled major Fund Innovations governance gaps to reduce divisional risk by over 32%.-Led due diligence on leveraging Emerging Tech/Gen AI to improve Fund Innovations CX with investment recommendations prioritized for 2024-2025.-Established Fund Innovations Performance Dashboard as a first-in-class measure of success.***Function Description***-External/Client Experience Lead: owning the end-to-end client journey of strategy, planning and execution of Fund Innovations and associated SaaS platform technology, impacting ~$400B in annual client transactions and the related client experience, to enable outsized YoY inflow growth.-Internal/Change Management Lead: commands and conducts the "orchestra" of the FAS Fund Innovations Working Group (team of 28 including Product, Marketing, Sales, Operations, Tech, Compliance, Risk & Privacy); interfaces with key divisions (Portfolio Review, Corporate Comms, Investment Stewardship, Personal Investor, Institutional Investor, etc.), to drive optimal enterprise readiness, operational efficiency, and client success. Show less

Malvern, Pennsylvania, United States

Led a high performing team to enable Vanguard's Personal Wealth Management business with ~$200 billion in AUM, including:-Enabled expansion from single to multi product suites.-Designed a blueprint for 5-to-10-year product offer evolution.-Defined the long term business and product strategy in close collaboration with portfolio, methodology and technology teams.

Malvern, Pennsylvania, United States

-Acquired 1 million clients within six months of launching “Help You Invest” Wealth Management offer for Vanguard's Joint Venture with Alibaba at 99.9999% availability. (First JV in Vanguard history).-Directed strategic influence over an annual R&D budget of $180 million for five product lines: Led offer strategy for two existing product lines (UK & China); built business cases for developing new product lines (Americas, EMEA, APAC).-Incubated growth frontiers for the overall… Show more -Acquired 1 million clients within six months of launching “Help You Invest” Wealth Management offer for Vanguard's Joint Venture with Alibaba at 99.9999% availability. (First JV in Vanguard history).-Directed strategic influence over an annual R&D budget of $180 million for five product lines: Led offer strategy for two existing product lines (UK & China); built business cases for developing new product lines (Americas, EMEA, APAC).-Incubated growth frontiers for the overall financial advice ecosystem (e.g. onboarding enterprise clients for SaaS product enablement).-Enterprise Leadership Roles: 1) Marketing Lead for internal conference; drove over 3,500 crew attendance (4x of previous year engagement).2) Co-Lead for ERG Leadership Development Program. Show less

Philadelphia, Pa

-Doubled subscriber and revenue within 12 months, through offer expansion, strategic partnerships, and production cycle optimization.-Led offer strategy and execution. Successfully launched new merchandise line differentiating from 20+ offer parallels. Profitable within first month.-Immersed in the mastery of audio/video storytelling, working alongside award winning veteran journalists (ex-New York Times, ex-Condé Nast).

Philadelphia, Pa

-Seized a $1.2 billion niche market vacuum by creating an online dating, relationship advice and wellness service for the Millennial Asian Female demographic.-Developed strategic partnerships with major dating sites to achieve 5x growth objective, leading to successful exit.-Led offer development for three key product lines (team of eight including PM, design, development).

Philadelphia

-Led data-powered A/B testing of a multi-channel campaign to promote health & wellness offers to reduce enterprise medical cost by 25%. (18-month contract)

Greater Philadelphia Area

(12-month contract)

Philadelphia, Pa

-Led analytical consulting engagements to help clients achieve double-digit growth in market share by identifying and focusing on niche segments (e.g. women’s health). (12-month contract)

New York City

Generated $163k additional quarterly profit for the NYC market via value-based price adjustments.

Master Of Engineering Management

“The business of technology.” Co-Chair of The Business & Social Responsibility Conference 2010.

Bachelor Of Engineering - Be

Materials Science & Engineering; first female President of the MSE Student Body; Member of 100 “Outstanding Graduates of Beijing”. Self.