Fintech Consultant Resume Example

Responsible for overall growth performance of strategic marketplace.

• Encouraged work environment conducive to development of high performing diverse teams by inspiring innovation and partnership in all Customer Engagement deliverables. Outcome: Had 3 direct reports promoted to Managing Director roles in 2 years.
• Revitalized client engagement routines to include cultural/geographic relevance. Engaged NY based Portfolio Managers and analysts to host clients on rotating schedule Outcome: Advisor acumen and loyalty to the firm increased significantly (turnover decreased by 50%), The Bay Area had the highest deposit market share gain in the country in 2019 in excess of $10b,
• Instituted talent council to shape recruitment, education and career advancement for Advisors and branch manager. Outcome: Exceeded all expectations of diverse recruitment and advancement. Nationally highlighted team for Female career mapping into Wealth Management roles.

Responsible for growth in key California regions

• Initiated local monthly Client listening sessions aimed at bringing forward all enterprise capabilities. Focused on community partnerships Outcome: Redesign collaborations in credit and investment products to accommodate a larger pool of clients.
• Partnered with dozens of community organizations to facilitate financial education, consulted with workforce development non-profits to establish pipelines of diverse talent. Outcome: Deep pipeline of job candidates with preferred language skills, diversity and customized job training.
• Established Regional Councils throughout California to maximize our partnerships with local government and external partners Outcome: Amplified access to pools of clients with preferred vendor status at key companies.
• Implemented technology deployments to enhance client experience. Worked with segments of clients to build wins. Outcome: Significantly reduced line wait with education of mobile capabilities, enhanced ATM credit payment hours to avoid client late fees. Partnered with large employers and city governments to switch to ACH direct deposits of payroll and benefits.