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product manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Career Focus

Dedicated career professional with more than twelve years experience in Investment, Financial & Banking Services; a wide range of skills and proficiencies crucial to the investment services industry. Conscientious, personable and skilled contributor with high quality standards and a proactive attitude towards affecting solutions.

Summary of Skills
  • Conflict resolution
  • Audit preparedness
  • Recruiting
  • SOP
  • AML
  • KYC
  • Client Services
  • Compliance oversight
  • Strong verbal
  • Leadership
  • Equities, Fixed Income, Mutual Funds
  • SmartStation/BETA and FiServ
Accomplishments

Developed supervision guideline for Qualified Supervisors

Streamlined exception process

Decreased the number of exceptions and program violations

Identified items outside product guidelines

Established program guidelines

Associate of the Year

Professional Experience
Product Manager, 01/2010 - Current
Dnv Gl Dublin, OH,
  • Created a product monthly newsletter for program certified Portfolio Managers
  • Maintain program alerts for 160k discretionary accounts
  • Decreased the number of accounts in violation by more than 50%
  • Maintain program policies and procedures and SOP manuals
  • Development and implementation of portfolio management platforms
  • Contributed to the increase AUM to more than $60 billion in program assets
  • Process trade error resolutions for executed block traded submission
  • Maintain and prepare product for audit
Operation Analyst 2, 08/2008 - 01/2010
Dxp Enterprises Buford, GA,
  • Assisted in establishment of a service that now supports multiple business channels
  • Provided a distinguished level of client services for high producing financial advisers
  • Served as liaison between front office associates and Operational Support, including IT
  • Partnered with various business units, for example Mutual Fund Operations, Credit Margin, ACATS, Account Opening and Maintenance, and Legal
  • Ensured that qualified financial advisers were provided front of the line services within Operation Support and IT
  • Provided an unmatched client focused service to top producing financial advisers
Team Leader, 01/2005 - 07/2008
Wachovia Securities City, STATE,
  • Directed a team in account opening and maintenance for fee-based services
  • Served as primary for account specific support to financial advisers, Client Associates and Advisory Product team members
  • Functioned as product knowledge expert for Client & FA Directed programs
  • Spearheaded high producers transitions to managed accounts
  • Addressed suggestions and escalated issues to first and second tier
  • Processed account maintenance request for fee adjustments, strategic partnership agreements
  • Program specific control reports
  • Contribute to production and workflow improvements
  • Performed a variety of operational tasks for highly complex transactions
  • Provided superior customer service to internal and external associates
Operation Service Processing Specialist, 2000 - 01/2005
First Union National Bank City, STATE,
  • Performed heavy bank reconciliations
  • Resolved operational errors
  • Computed, recorded, and proofread data, records and reports.
  • Researched store transaction errors
  • Facilitated communication to resolve branch or associate errors
  • Provided and maintain team data, processed item counts and error ratios
  • Coached and mentored newly hired associates
  • Balanced and corrected branch daily transactions
Education
Bachelors of Science: Business Administration/Finance, Expected in 1989
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BLOOMFIELD COLLEGE - Bloomfield, NJ
GPA:
Status -
Master of Business Administration (MBA): Business, Expected in
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CAPELLA UNIVERSITY - Minneapolis, MN
GPA:
Status -
FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) Series 7, Series 63: , Expected in
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GPA:
Status -
Professional Affiliations

St. Louis Women in Financial Services

Women's Team Member Network

Black/African American Connection

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Resume Overview

School Attended

  • BLOOMFIELD COLLEGE
  • CAPELLA UNIVERSITY

Job Titles Held:

  • Product Manager
  • Operation Analyst 2
  • Team Leader
  • Operation Service Processing Specialist

Degrees

  • Bachelors of Science
  • Master of Business Administration (MBA)
  • FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) Series 7, Series 63

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