ELIZABETH SCHULTZ

Developed and implemented a unified operations structure to improve marketing initiatives, training, support, system enhancements, and change management. Eliminated process silos to improve collaboration and transparency among stakeholders.

• Developed new intake funnel for all marketing initiatives to ensure proper resourcing.
• Collaborated with users and senior stakeholders to address unique problems and process gaps.
• Responsible for risk and control reviews, and business continuity plans.
• Reviewed contracts with vendors to ensure compliance with regulations and terms and conditions.
• Analyzed financial data to make informed decisions on cost savings initiatives.
• Worked with management team to develop operational goals aligned with business strategy.
• Created policies and procedures for improved workflow processes.

Supervised professionals in the upkeep and revision of various forms, applications, as well as legal and compliance documents for Canada Life Individual Wealth and Insurance.

• Engaged various organizational stakeholders to evaluate all downstream effects of proposed modifications.
• Partnered with business and technology teams to migrate digital forms to a new portal.
• Collaborated with vendors to explore innovative design methods enhancing accessibility.
• Designed cost-control dashboards that significantly cut down on both print by 65% and destruction materials by 72% within one year.
• Conducted yearly reviews with team focusing on achievements, obstacles, and setting goals for upcoming year.

Successful delivery of a frontend, data-rich imaging, and workflow solution for wealth and insurance customer administration teams, which completely restructured the way work is received and processed, and paved the way for future automation capabilities.

• Coordinated efforts between technology and operations to translate business needs, to successfully implement new technology.
• Facilitated decisive business outcomes through the Agile methodology approach.
• Facilitated strong communication between various stakeholders.
• Led collaborative fact-finding events to identify needs and streamline processes.

Responsible for driving quality and efficiency within high-profile and sometimes confidential projects.

• Facilitated project consultations addressing interconnected initiatives and their downstream impacts.
• Played a key role in implementing product changes while developing essential reporting structures.
• Facilitated deployment of system enhancements through needs assessment, spec reviews, and data logic validation.
• Cultivated strong collaborations with multiple internal departments, such as Marketing, to ensure the accuracy and logic of field communications.
• Guided the team in responding to field inquiries, and personally managed escalations when necessary.
• Delivered bilingual internal updates on project initiatives.
• Mastered the intricacies of wealth-related products, procedures, along with understanding both client demands and advisor expectations.

Responsible for supporting the Segregated Funds Income team by coaching and mentoring team members in challenging situations, providing exceptions, and managing escalations.

• Streamlined processes to maintain service level standards through routine report cleanups and scheduled evaluations.
• Handled multiple reports leading to identification of system and administrative discrepancies.
• Recognized deficiencies and aided in the formulation of reports and procedures to reduce potential risks.
• Provided consultation as Subject Matter Expert on key special projects such as adapting processes to new legislative and regulatory changes.

Accountable for processing applications, managing complex adjustments, and ensuring the quality assurance of work processed by other team members for all segregated fund products.

• Served as the primary resource for team members facing inquiries and urgent issues.
• Acted as key point of contact for leading Regional Sales Managers.
• Gained extensive knowledge of numerous processes and internal administrative applications.
• I took the lead on assessing issues and solving problems related to new and existing products and processes.