| Candidate Information | | Title | Client Onboarding Product Management | | Target Location | US-NY-Huntington |
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Click here or scroll down to respond to this candidateEXECUTIVE SUMMARY: Motivated professional with over 20 years of experience in a vast array of roles and functions in client relationship management, client implementation and onboarding, client support and delivery, and people management. I have extensive hands-on experience and innovative management expertise.SKILLS: Client Onboarding, Implementation, Projects, Product Management, Client Services/Success/Relationship Management, Client Delivery, TechOps, UAT, SIT, QA, Business Analysis, Regulatory, SDLC, OTC Derivatives/FX, KRI, KPI, Risk Management, FpML, MQ/IBM WebSphereWORK HISTORY:06/24 Present Contracted Consultant, Remote USClient Onboarding Specialist, Remote: Contracted by a consulting firm to assist a hedge fund in documenting their current client onboarding processes; then creating and documenting a new client onboarding process flow for both new portfolio managers and new trading systems.Responsibilities include creating a playbook and a runbook inclusive of all operational and technological steps and processes needed to onboard new systems and PMs.Proposed further improvements and opportunities for automation going forward.07/22 06/23 Accommodations Plus International (API), Hybrid/Melville, NYProduct Owner, Product Management: Responsible for the strategic product ownership of two of APIs suite of products.Established, scoped, and prioritized all new product features, bug fixes, and enhancements.Built a streamlined and automated processes for product support and client requests.Developed and implemented key risk indicators (KRI), and Key Performance Indicators (KPI).Enhanced and expanded process documentation, including technical docs as well as support training guides, client facing presentations, and data gathering sheets.Extensive JIRA user stories creation and management including BRD document building.07/20 7/22 SPM Consulting Group, Inc., Long Island, NYOwner/President: Consulting firm specializing in management, operations, implementation & onboarding, and restaurant consulting and operations. Suffolk County Food Managers Certificate, 04/22Assisted restaurant owners in recovering, refining, and documenting lost original recipesBuilt and documented daily, opening, and closing back of the house processes including food prep, food safety procedures, cleaning and sanitation, and inventory control and management.Previously designed a transition plan for a local bar that allowed for the bar to operate as a restaurant under New York states COVID restrictions during the pandemic that included menu enhancements, kitchen layout re-design, and new adherence to new health and safety protocols.Extensive restaurant experience in all roles and levelsObtained Suffolk County Food Managers Certificate, 04/227/19 to 7/20 Primary Caregiver, Home Cared for a terminally ill family member.10/17 7/19 DTCC, Trade Information Warehouse (TIW), Jersey City, NJDirector, Global Head of UAT Testing and Client Onboarding: Leveraged extensive product and operational process expertise to establish a new team of experienced operations and technical professionals to prepare and support testing for a new DDL distributed ledger/AWS cloud applications to replace current mainframe technology for the DTCC Trade Information Warehouse (TIW).Created a team of skilled technical product and process SMEs and utilized extensive knowledge of legacy platforms to establish proper QA procedures and testing processes, that included the creation and execution of test scripts used for internal testing/QA, Integration Testing and Structured Industry UAT.Designed a new, more efficient and technologically superior onboarding model introducing innovations including client self-service portal, DocuSign, account cloning (created for buyside firms that had numerous client trading portfolios), 2 step approval authorization, and an extensive reporting and audit functionality. This new model was rolled out to the rest of the teams within the department, transforming the application successfully, resulting in reductions in human error and improving efficiencies, thus reducing operational cost by 50%, and operational risk by over 90%.Improved oversight, productivity, and cost of outsourced technology teams, reducing costs to deliver on original time and cost estimates.Chaired several industry calls and working groups with the industry from a technology and operations perspective.Automated support case management and client support processes, and automated links between client facing Salesforce support tools, and defect tracking JIRA used to ensure coordinated and accurate communication between UAT team, level 2 support, and client communications.Built widespread processes for IT support SLAs which allowed for timely remediation of client queries.4/17 to 10/17 Infosys Ltd., New York, NYSenior Management Consultant: Primary responsibilities included analysis, design, and implementation of innovative and efficient solutions for a wide array of clients looking to modernize systems, improve and enhance technical and operational processes, reduce risk and drive profitability.Consulted as a Project Manager/BA at a large, established investment bank tasked with designing enhancements to existing systems required to comply with pending Dodd Frank regulations.7/11 to 3/16 MarkitSERV LLC. (Formerly DerivSERV/DTCC), New York, NYVice President, Buyside Implementation and Onboarding Global LeadGlobal head of an elite team responsible for the implementation and onboarding of an STP solution for Buyside client firms utilizing FpML to connect to the full suite of MarkitSERV products with connectivity to all major clearing houses and regulatory reporting repositories.Successfully built a comprehensive end to end client support process that allowed for a single point of entry for the client that included all facets of client buildout, including having intimate working knowledge of necessary internal infrastructure teams, connectivity, and development teams, with the goal of being able to expertly assist clients in navigating through all facets of their buildout.Led transformation redesign of the existing onboarding process from excel based to cloud-based operating system, integrating a transformation from manual excel inputs to an automated upload capability. This freed up approximately 3 FTEs globally. These resources were re-allocated to service clients directly.Primary architect, manager and FpML SME of a global team who acted as Project Managers and implementation SMEs for buyside clients throughout their onboarding lifecycle, from their technical build to the Client API, through UAT testing phases, onboarding, and post go-live support.Created, enhanced, tested, and distributed sample FpML messages. Led business analysis team to ensure messages were accurate, pertinent, and readily available for clients.Designed, reviewed, and revised all implementation documentation tailored specifically to the client, including test scripts, technical specifications, handover documents and client checklists.Led the API team towards new strategic functionality including new clearing initiatives, new regulatory reporting regimes (Dodd Frank, EMIR), SEF, auto processing and drop copy workflows.Senior contributing member of the New York operations management team that provided regional leadership and innovative management methods.03/07 to 07-11 MarkitSERV LLC. (Formerly DTCC), New York, NY: Assistant Vice President Client Services ManagerEDUCATION: Bachelor of Business Administration (BBA), Banking and Finance: Dowling College, Oakdale, New York |
