ELIZABETH SCHULTZ

Developed and implemented a unified operations structure to improve marketing initiatives, workflow, 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.
• Contributed to the creation of an organizational AI training program.
• Responsible for risk and control reviews, and business continuity plans.
• Reviewed and negotiated vendor contracts to ensure compliance with regulations, terms, and conditions.
• Managed a complex ecosystem of marketing technology platforms.
• Analyzed financial data to make informed decisions on cost savings initiatives.
• Set operational targets to support the overall business direction.
• Streamlined onboarding plans, policies, and procedures to enhance transparency.
• Provided guidance on accessibility standards to leadership for people with disabilities.

Supervised designers and strategic planning professionals in the upkeep and revision of various forms, applications, as well as legal and compliance documents related to individual wealth, and insurance products.

• Engaged various organizational stakeholders to evaluate the process and technology impacts on proposed modifications.
• Partnered with business and technology teams to migrate digital forms to a new portal to improve customer experience.
• Evaluated innovative digital design methods, enhancing accessibility, customer experience, and workflow.
• Designed cost-control dashboards that cut down on print by 65% and the destruction of outdated materials by 72% within one year.
• Conducted yearly reviews with team focusing on achievements, obstacles, and setting goals for upcoming year.
• Advocated that all designs were compliant with WCAG 2.0 accessibility standards.

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 RPA and AI 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.
• Cultivated effective dialogue between multiple stakeholders to oversee change management.
• Led collaborative fact-finding events to identify needs and streamline processes.

Responsible for driving quality, efficiency, and communication delivery for high-profile, confidential, projects.

• 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 by facilitating project consultations, addressing interconnected initiatives, and their downstream impacts.
• Led the team in addressing field inquiries and addressed escalations when necessary.
• Mastered the intricacies of wealth-related products, procedures, along with understanding both client demands and advisor expectations.

Responsible for providing support to the Segregated Funds Income team through coaching and mentoring, providing exceptions, and personally managing escalations.

• Elevated service quality via systematic report reviews and planned evaluations, resulting in the identification and resolution of administrative discrepancies.
• Provided consultation as a Subject Matter Expert on key special projects, such as adapting processes to new legislative and regulatory changes.

Accountable for processing applications, complex adjustments, and performing quality assurance on work processed by other team members for all segregated fund products.

• Enabled team success by delivering key support.
• Served as primary liaison for Regional Sales Managers.
• Developed comprehensive expertise in segregated fund products, processes, and administrative systems.
• Led assessment and resolution of issues for products and processes.