Vice President Service
Resume:
ANGELA M. ELLIS
Norwalk, Iowa 50211
W: 515-***-**** H: 515-***-****
SUMMARY
Experienced financial services executive with over 25 years at Fortune 500
company. Strengths in client-focused strategy, business design and
solution implementation. Strong emphasis on results, process measurement
and management and fact based problem solving. Builds high performing teams
that leverage collaboration and influence to support growth and operational
excellence in a demanding flexible market.
PROFESSIONAL EXPERIENCE
PRINCIPAL FINANCIAL GROUP - Des Moines, IA 2005 - Present
Assistant Vice President, Marketer Services
Design the overall vision and strategy to "revive" the advisor credential
management and advisor compensation division. Implemented numerous changes
to technology, culture, service model, and organization. Built a new
leadership team and a new set of metrics to measure their performance. Was
accountable for over $1 billion in annual compensation calculations and
payments. Partnered with four distribution areas and seven business units
to set goals and deliver service.
Assistant Vice President, Retirement and Investor Services Marketing
2001- 2005
Develop plans for achieving 25% year over year revenue growth in the
defined contribution and defined benefit retirement services marketplace.
Responsible marketing plans and communications programs targeting $5
billion in annual retirement deposits across four market segments.
Facilitate cross-functional teams to create and execute client centric
marketing plans and programs across multiple distribution channels that
deliver measurable results. Work closely with profit center executives to
target opportunities and minimize threats.
Assistant Vice President, Retirement and Investor Services Business Systems
1999 - 2001
Responsible for strategy development and execution on all client facing
applications and systems. Developed and implemented consistent measures of
client satisfaction. Re-focused culture, priorities and responses to the
client's perspective. Created a consistent client experience.
. Led a team of 65 cross-functional members to design and implement a plan
sponsor service model that integrated Internet, voice response, client
service and direct reporting. Achieved a 95% adoption rate in the client
based within two year. Estimated expense savings by the division, year
over year: $25 million.
. Led a team of 22 cross-functional members to create a plan participant
service model that integrated Internet, voice response, client service
and statement reporting. Reduced call center volume by 26% while
increasing client base 7%.
. Impacted a combined annual budget in excess of $200 million and
approximately 3,500 FTE.
Director, Strategic Planning 1997 -
1999
Responsible for enterprise-wide strategic planning.
. Facilitated implementation efforts surrounding the introduction of a new
corporate strategic plan. Incorporated strategic performance measures at
the executive level and with the senior management teams of multiple
business divisions.
. Facilitated the Executive leadership team through an organization
design/re-design process.
. Facilitated development of strategic and operational plans for four
business and support units that aligned with the corporate strategy.
. Coordinated a team of high performing rotational team members. Provided
coaching and mentoring.
Director, Corporate IT 1988 - 1997
Responsible for Research and Development of new and innovative technology
solutions for corporate-wide business and support units. Provide direction
to 18 team members. Coordinate priorities for seven major business units
and 10 support units. Managed a $4 million budget.
Senior Analyst, IT Retail 1985 - 1988
Programmer, IT Retail 1983 - 1985
EDUCATION
BA Business, Upper Iowa University, Fayette, IA 1987
AS Computer Programming, Indian Hills Community College, Ottumwa, IA 1983
CONTINUING EDUCATION
Numerous workshops and seminars over the last 19 years on topics such as
strategic planning, corporate marketing, e-Business, and global operations.
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