Ligia Pickerill

602-***-**** l ad4arq@r.postjobfree.com l 85022

Summary

Product Manager with diverse experience in the Retirement, Investment, and Insurance industries

History of leading cross-functional teams to achieve shared goals

Organized and analytical with an eye for detail

Accomplishments

Led creation and implementation of new product leading to a $300M increase in assets under management (AUM) in the first three years

Maintained bank deposit products with assets of $900M and $1.6B, respectively

Implemented product changes for projected $2M annual revenue increase

Skills

Professional Skills: Project / Product / Stakeholder Management, Financial Analysis, Regulatory/Compliance, Change Management, Process Improvement

Technical Skills: Microsoft Office Suite, Salesforce, Tableau, Confluence, JIRA, Trello

Languages: Conversational French, Conversational Romanian, beginner Spanish

Experience

Charles Schwab Phoenix, AZ

Product Development Manager 7/2015 – 1/2024

Served as Subject Matter Expert (SME) for multiple products in the Retirement Business Services Channel, a B2B division of Charles Schwab & Co.

Managed end-to-end product development including creating roadmaps, planning, creation, implementation, and results monitoring of new and updated products

Monitored regulatory changes in the retirement landscape to capitalize on opportunities through the creation of new products and services

Partnered with Legal, Compliance, Risk, Technology, Operations, Trust Administration, and Client Service teams to identify requirements and develop product roadmap and strategy

Created new client agreements, marketing collateral, and legal documents for new and existing products

Analyzed product metrics and financials to find opportunity areas for growth and profitability

Collaborated with Audit to ensure controls are working as designed to minimize risk to the firm

Supported Sales through Requests for Proposal (RFP) and ad-hoc communication

Rebranded products in multiple company migrations

Allstate Insurance Company Phoenix, AZ

Product Consultant 2/2004 – 7/2015

Owned product implementation, education, and monitoring of results (growth and profitability targets) for multiple state(s)

Led implementations of new rating plans

Collaborated with cross-functional teams (Marketing, Sales, Sales Support, Technology), to ensure a smooth delivery of new products to the field

Educated sales force (captive agents) to ensure clarity and understanding of product offerings

Performed data analysis to identify trends and opportunities and made recommendations for actions to help grow specific markets

Analyzed compliance reports to identify potential areas of premium leakage and made recommendations for ways to improve and collect increased premium

Determined drivers of frequency or profitability pressure and implemented risk management policy changes to mitigate pressure

Education

DePaul University Chicago, IL

B.S. Commerce, Major – Finance; Minor – Commercial French