Director , Manager Resume Example

• Managed the application delivery team for all Retirement account impacted applications.
• Ongoing process to constantly stay on top of new IRS and street wide regulations pertaining to this business ed the effort for off shoring of all operational Core platform systems.
• Integrated off and on shore teams to maintain and resolve issues on a daily basis.
• Led the effort for off shoring of all operational Core platform systems.
• Integrated off and on shore teams to maintain and resolve issues on a daily basis.
• Managed the de-conversion of 58 branches to Stifel Nicolaus of all asset and client reporting systems.
• Co-ordinate and lead efforts with other systems internal and external to core systems for projects with firm wide impact.
• Oversee the allocation and use of 10 million dollars in funding for the core systems.
• Led effort for the $36 billion ARS buyout by UBS for core systems, such as bookkeeping, Product Database and corporate actions to ensure compliance with the SEC settlement.
• Responsible for integration of 200,000 retirement accounts and 36 billion in assets to UBS as a result of the Piper-Jaffery and McDonald Investments purchase by the firm.
• Manage the creation of a market Access database for UBS International to enable the targeting Ultra High Net worth clients by UBSI fund managers.
• Manage the Retirement Systems/Stock Loan teams consisting of 21 technical members and 2 business analysts.
• Allocate 3.4 million dollars for development in these systems.
• Managed team to convert mainframe system based on VSAM and flat files to a DB2 based system.
• The result of the conversion was real time processing of IRS reportable transactions to accurately report client's taxable activity for government reporting and the creation of a Java front end for use in the field.
• Oversee creation of Net New Asset reporting to target high worth clients for rollovers to UBS sponsored retirement accounts.
• Implemented standard departmental processes and procedures for all projects based on CMM methodology.
• Oversaw full life cycle completion of fee system, daily, monthly and annual, generating 40 million dollars in revenue to the firm.
• Manage the day to day and long term operations of Retirement systems and resource allocation.
• Meet with client mangers on weekly basis for updates and new to schedule new releases.
• Member of the Leadership Development Focus group.
• Meet with senior management on weekly basis to update on all projects and tasks.

Developed accurate development estimates and drafted project resource plans.Hired and trained [Number] new software developers.