Program Manager Financial Services

YEVGENIYA “GEN” PODOLYAKINA

www.linkedin.com/in/yevgeniya-podolyakina Howell, NJ 732-***-**** *******@*****.***

Professional Summary

Skilled Financial Services Professional with over 5 years of experience providing regulatory compliance support, monitoring in the Financial Services industry, and Life and Retirement services. Extensive experience in all aspects of administration, compliance guidance and implementation including facilitating project deliverables, onboarding, licensing and training for new Financial Professionals, regulatory risk assessment, OSJ annual review preparation, financial operations and analysis, and a consistent focus on increasing organizational value. Continually exceeds expectations by building valuable relationships with people at all levels of an organization including management, team members, and clients/customers.

Skills

Management Operations & Strategic Planning

Internal Policies & Procedures Development

Recording Compliance & Risk Management Activities

State & Federal Regulations Research

Regulatory Risk Assessments

Protocol Development & Internal Controls

Regulatory Filings Management & Administration

Organizational Restructuring & Record Keeping

Quality Assurance & Process Improvement

Onboarding & Training

NJDOBI Licensing & Registration

Excellent Verbal & Written Communication

Work History

Realtor Associate 2023

Green Light Realty – Old Bridge, NJ

Assist selling clients with pricing properties based on current market value.

Support clients with staging properties for sale, hosting open houses and other promotional events.

Promote sales of properties through advertising and participating in multiple listing services.

Develop content for sales presentations and other materials.

Coordinate appointments to show marketed properties to potential buyers.

Facilitate and negotiate real estate transactions.

Uphold the highest ethical standards per National Association of Realtors requirements.

Personal Financial Representative 2023

Allstate - Clark, NJ

Help customers protect their financial future by conducting a Needs Analysis and Fact-Finding to ensure suitability on a case-by-case basis.

Identify and qualify sales leads generated from a variety of sources, including referrals.

Achieve sales goals through generating new business and cross-selling existing customers while serving the local community through education on how to protect their families and assets.

Reassess the policy needs of existing customers after life-changing events.

Provide on-going support to customers by delivering approved policies, explaining the benefits and risks, and conducting complimentary annual reviews.

Build meaningful and long-lasting relationships through understanding client needs, providing tailored advice, maintaining regular communication, transparency and trust, and continuous education.

Defined Contributions and Benefits Enrollment Associate 11/2021 to 06/2022

The Prudential Insurance Company of America/Empower – Scranton, PA (Remote)

Reviewed incoming retirement enrollment forms, identified request category, and processed to aligned SOPs.

Conducted team and participant communications to guarantee accurate data for retirement enrollments.

Ensured articulate and comprehensive SOPs were in place to support daily processing needs.

Participated in daily team engagement meetings to verify full understanding of SOPs and requirements.

Provided accurate and timely processing of distributions received within Defined Contribution plans.

Conducted reviews of source documents from various workstreams applied to enrollment process.

Reviewed requests to determined good-order status across distribution types while utilizing attention to detail.

Operations and Controls Specialist 04/2019 to 11/2021

The Prudential Insurance Company of America – Basking Ridge, NJ

Restructured and streamlined onboarding policies and procedures for new hires.

Provided end-to-end management of onboarding and training, acting as the primary point of contact.

Developed new financial models to implement optimal decision-making while conducting proactive risk assessments.

Created an organizational model for maintaining administrative documentation.

Spearheaded annual OSJ review preparation and oversaw compliance audits.

Conducted high-level analysis for variances while establishing effective controls over Quarterly Dedicated Business Review.

Led community charity events through PruCares by expanding the organization’s Ethics Program.

Supported projects impacting the sales force including the development of operational processes.

Managed various projects and processes to ensure alignment with strategic initiatives, regulatory compliance, and company expectations.

Ensured deliverables hit target dates through plan maintenance, calendar organization and status reports.

Partnered with management to share process implementation, controls, and workflows for field office examinations.

Acted as lead contact for operational projects and maintained zero adverse audit findings for personally managed process categories.

Provided daily management of Financial Professional licensing, registration, and fee schedules and collection.

Assistant Store Manager 02/2011 to 03/2019

Charlotte Russe, Inc. – Elizabeth, NJ

Led store operations, developed strategic initiatives, provided financial analysis, and drove sales and customer service.

Oversaw marketing activities and promotions, event coordination, project and risk management, and metrics reporting.

Supervised administrative functions to ensure operational efficiency and acted as a lead contact for store-related issues.

Assessed and streamlined operational processes to create efficiencies, increase profitability, and decrease loss events.

Managed financial transactions including in-store sales, bank deposits, safeguarding, payroll, and budgeting.

Oversaw the opening and staffing of 3 new store locations and led efforts for visual upgrades and increased profitability.

Partnered with district manager to formulate and build individual development and action plans for store improvement.

Evaluated marketing information, store trends, and operational processes to develop long-term strategic plans.

Maintained store records and KPIs and ensured that all strategic initiatives met associated target dates for completion.

Developed operational store layouts and visual merchandising designed to create a first-class customer experience.

Evaluated customer feedback and modified/enhanced operations to meet the needs of customers on an ongoing basis.

Training, Licenses & Certifications

New Jersey Life, Accident and Health or Sickness Insurance Licensed

Series 6 FINRA Registration

Series 63 FINRA Registration

Series 26 FINRA Registration

SIE FINRA Registration

NJ Realtor

Education

Kean University

Bachelor of Science in Mathematics and Psychology (Double Major)

Language

English – Fluent

Russian – Proficient

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