Open To Work
Jaqueline Gershman
WINNIPEG,MB
Summary
- Accomplished professional with over 25 years of experience in program management from inception to completion. Expertise in building membership communities, developing strategic initiatives, and cultivating strong stakeholder relationships. Recognized for exceptional communication skills and ability to deliver presentations to large and diverse audiences.
Overview
25
25
years of professional experience
Work History
Director, Member Services
Winnipeg Construction Association
Winnipeg, Canada
01.2022 - 04.2026
- Developed and implemented membership recruitment and retention programs, resulting in year-over-year growth.
- Identified membership growth opportunities and developed targeted prospect lists for new member recruitment.
- Maintained annual recruitment plan with KPIs, ensuring alignment with president and board objectives.
- Oversaw annual renewal process, coordinating dues billing and renewal communications with financial controller to ensure timely and accurate renewals.
- Conducted orientation sessions for new members regarding WCA services.
- Created recruitment brochures and digital advertisements, along with a benefits guide, for effective distribution alongside the magazine.
Business Development Manager
Winnipeg Construction Association
Winnipeg, Canada
01.2020 - 01.2022
- Cultivated relationships with key stakeholders, enhancing customer experience and fostering stronger business interactions.
- Managed customer complaints and requests, ensuring timely resolutions that upheld high satisfaction levels.
- Oversaw implementation of two software systems, aligning user needs with project timelines to support operational goals.
- Organized industry webinars to facilitate knowledge sharing.
- Authored articles and created advertisements for industry magazines to promote initiatives.
Associate
Winners/HomeSense
Winnipeg, Canada
12.2018 - 12.2019
- Directed teams in markdown of merchandise, ensuring timely execution and driving weekly sales success.
- Executed merchandising guidelines to create engaging displays, increasing customer attraction and enhancing shopping experience.
- Resolved customer complaints and requests, promoting customer satisfaction and loyalty.
Associate Manager, Training
Investors Group
Winnipeg, Canada
08.2014 - 05.2017
- Coached approximately 200 directors in managing over 3,000 salespeople, enhancing productivity and achieving corporate performance targets.
- Managed comprehensive sales training programs, overseeing scheduling, content delivery, and follow-up to enhance knowledge retention and application.
- Conducted needs analysis to identify training gaps and redundancies, collaborating with senior leaders and subject matter experts to align training with organizational goals.
- Trained new sales force on business development software and client relationship management systems, ensuring effective utilization of tools for improved client engagement.
- Organized and engaged in industry trade shows and events to promote company initiatives.
Senior Training Consultant
Investors Group
Winnipeg, Canada
11.2007 - 08.2014
- Facilitated meetings and conducted sales/product training programs, enhancing team knowledge and skills to drive performance.
- Collaborated with marketing to develop and refine programs and product training, ensuring quality through review and approval of concepts, proofs, and final materials.
- Led and supported work groups in analyzing program effectiveness based on evaluation metrics.
- Established strong relationships with senior management and vendors, identifying and introducing new services and products to meet business needs.
Region Office Compliance Examiner
Investors Group
Winnipeg, Canada
01.2006 - 11.2007
- Conducted on-site compliance reviews across Canada, engaging financial advisors and directors to ensure adherence to regulations.
- Compiled reports on corrective actions and facilitated implementation to elevate compliance standards.
- Analyzed branch review results and trends, recommending measures to compliance management for addressing identified deficiencies.
- Planned audit attendances by assessing risk factors and tailoring programs to address issues.
Business Analyst
Investors Group
Winnipeg, Canada
11.2000 - 01.2006
- Executed corporate strategic initiatives by analyzing processes and documenting findings that informed executive decision-making.
- Collaborated with stakeholders to develop actionable recommendations and implement tailored solutions that addressed specific business needs.
- Liaised between business and IT departments to streamline processes, enhancing efficiency and accuracy in project delivery.
- Established employee action committee with two sub-committees to drive engagement in corporate volunteer efforts.
Education
Bachelor of Arts - Business Administration
University of Winnipeg
Six Courses Completed Towards CGA Certification -
CGA Society of Manitoba
Oral Communications Course
U of Winnipeg
Technical Communications Courses
RRCC
IFIC & Officers, Partners And Directors (OPD)
Investment Funds Institute of Canada
Instructional Design
Langevin
Skills
- Membership recruitment
- Stakeholder management
- Program development
- Team leadership and coaching
- Strategic planning
- Communication skills
- Conflict resolution
- Adaptability and problem solving
- Data analytics
- Project management
- Member engagement strategies
- Community outreach
- Customer service training
- Coaching and mentoring
- Team collaboration
Volunteer And Community Involvement
- Chair of Social Committee and Employees in Action Committee | Co-chair of United Way Committee and Community Projects Committee — Investors Group
- Member of All That Glitters Committee — Crohn's & Colitis
- Member of Art & Soul Committee — Winnipeg Art Gallery
- Volunteer — Ronald McDonald House and Society for Manitoba's with Disabilities
- YMCA Leadership-in-Training
Cliftonstrengths Profile - Top10
- Relator, Builds deep, genuine connections
- Positivity, Infectious enthusiasm and energy
- Woo, Wins others over with ease
- Empathy, Senses and shares others' feelings
- Developer, Recognizes and grows potential
- Communication, Finds words to express ideas clearly
- Responsibility, Committed to delivering on promises
- Adaptability, Flexible and thrives in change
- Connectedness, Links ideas, people and purpose
- Activator, Turns thoughts into action quickly
Professional Development And Certifications
- Dale Carnegie Training, Dale Carnegie Course — Two Outstanding Performance Awards + Breakthrough Award
- Dale Carnegie Sales Training: Winning With Relationship Selling, Sales Skills Champion Award
- Leadership & Personal Development, Foundation 34 — Based on Clifton Strengths Assessment
- Rip Off the Band-Aid: How to Tactfully Handle Difficult People, Situations and Conversations
- First Aid Certification
- Fully Accredited User — SPQ Gold Full Spectrum Advocacy, (Fear Free Prospecting) | Behavioral Sciences Research Press
- Continuing Education - Leadership Development I, Effective Oral Communication, Project Management, High Impact Presentations, Franklin Covey Time Management Skills, Now Discover Your Strengths
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteHybridSalary Range
$100000/yr - $200000/yrTimeline
Director, Member Services
Winnipeg Construction Association
01.2022 - 04.2026
Business Development Manager
Winnipeg Construction Association
01.2020 - 01.2022
Associate
Winners/HomeSense
12.2018 - 12.2019
Associate Manager, Training
Investors Group
08.2014 - 05.2017
Senior Training Consultant
Investors Group
11.2007 - 08.2014
Region Office Compliance Examiner
Investors Group
01.2006 - 11.2007
Business Analyst
Investors Group
11.2000 - 01.2006
Bachelor of Arts - Business Administration
University of Winnipeg
Six Courses Completed Towards CGA Certification -
CGA Society of Manitoba
Oral Communications Course
U of Winnipeg
Technical Communications Courses
RRCC
IFIC & Officers, Partners And Directors (OPD)
Investment Funds Institute of Canada
Instructional Design
Langevin