SCOTT A. SMITH

adj00h@r.postjobfree.com 571-***-**** Omaha, NE

SENIOR LEVEL PRODUCT MANAGEMENT EXECUTIVE

EXECUTIVE SUMMARY

A versatile executive-level product manager and technology expert successful at steering product development and technology leadership, developing, guiding, and motivating diverse, cross-functional teams in the design and launch of leading-edge digital solutions. A producer of solid business practices while driving growth and revenue. Possessing demonstrated success in leading large complex technology transformations utilizing strong project and program management skills to develop state of the art products and platforms. Exceptionally adept at defining highly visible, enterprise strategic initiatives to achieve business transformation via quantifiable results. AREAS OF EXPERTISE

Program Management, Project Management, Product Management, Product Strategy, Manufacturing, Analytical Skills, Problem Solving, Procurement, Contract Negotiations, Budgeting, Continuous Process Improvement, Agile SDLC, Waterfall, Digital Transformation, Operations Management, P&L, Forecasting, Inventory Management Strategic Planning, Risk Management, Business Systems Analyst, Access, Microsoft Suite, SolidWorks, SAP, Trading SharePoint, Decision Making, Team Building, Training, Quality Assurance, Finance, Safety, Compliance, Coaching Process Management, Rollouts, Client Services, KPI’s, Portfolio Management, Scorecards, Solution Development PROFESSIONAL EXPERIENCE

HTI Labs

Omaha, NE

Head of Product, Managing Director

2020 - Current

• Championed visionary leadership and planning while defining, articulating, and driving the strategic roadmaps.

• Strategically structured the launch of the organizations first product to market and delivery of future products.

• Assessed, optimized, and elevated operations to target current and expected demands.

• Integrated strategy, execution, and value measurement for product success, leading company's seed round investment activities.

• Drove strategy to pitch company product roadmap, successfully acquiring seed funding for future operations.

• Maximized efficiency of operational systems by updating internal frameworks and controls.

• Restructured the development team, overseeing execution of projects end to end from concept to successful product delivery. Folio Investing, Inc

McLean, VA

VP Head of Product & Project

Management

2019 - 2020

• Assembled and led a cross-functional focus of both the platforms and culture transformation.

• Steered new platform solutions for the implementation of digital and product strategy roadmaps.

• Constructed innovative product and project teams, guiding the development of innovative complex programs for enterprise business growth and technical enhancements, consistently increasing company revenues and assets under management.

• Cultivated and strengthened relationships with sales teams and clients in delivery of digital business solutions, effectively attracting and onboarding new high-value clients.

• Navigated the organization through the turnaround of a stalled multi- year project to develop and implement process to expand company's margin trading capabilities in alignment with long-term growth objectives.

• Transformed digital and back end platforms, leading a collaborative team of product managers, project managers, and designers in launch of new technology initiatives including Margin Loan capability. BMO Harris Financial Advisors, Inc

Chicago, IL

Director, Head of Product

Management, Platforms & Trading

2018 - 2019

• Oversaw Trading Desk and trading platforms utilized by advisors, clients, and trading teams, ensuring quality experience through platform enhancements including eSignature and data sharing to ease account access.

• Executed overall product and platform strategies, significantly increasing division's sales revenue, and increased annuitized revenues by 30%.

• Deployed revenue-generating improvement plans including development of compelling marketing and training programs, and implementation of client and advisor dashboards to improve knowledge sharing, digital advice, and enhanced digital experience. LPL Financial, Inc

Fort Mill, SC

Vice President, Advisory Platforms

2016 - 2018

• Led product management teams to improve overall platform workflow activities.

• Authored and enforced strategic goals in collaboration with cross- functional teams to implement solutions in alignment with new platform vision, encouraging culture of teamwork and transparency, delivering improvement processes to ensure cost effectiveness.

• Instituted project management best practices, standards, and metrics, leading teams in development of SMA/UMA/FSP product lineup, increasing managed products revenues by over 20%.

• Slashed product suite prices through implementation of new model delivery SMAs to platform.

• Drove Advisor Sleeve project to acquire model delivery capabilities to advisor portfolios on LPL platforms.

Capital One Investing, Inc

Seattle, WA

Manager, Head of Advisory Platforms

2013 - 2016

• Presided over the advisory platform and product enhancements, leading geographically dispersed project teams to expand product offerings and digitized platforms to improve client experience.

• Reengineered company advisory platforms, expanding product variety while maintaining risk profile.

• Heightened the omnibus trading capabilities on platform and added digital advice to company website.

• Constructed retirement website to transform company image around retirement products and developed Share Builder website focused on improving client experience with revolutionary subscription-based pricing for online trading.

Charles Schwab & Company, Inc

Denver, CO

Senior Manager Platforms Schwab

Private Client & Schwab Bank

2000 - 2013

• Implemented platform enabling advisors to deliver advice to clients, continuously improving platforms to meet user experience needs.

• Assisted in launch of collateralized lending underwriting platform, leading effort to move mortgage portfolio from old processor to Quicken Loans.

• Settled problems proactively and decisively, applying business acumen and sound judgment.

EDUCATION & LICENSES

St. Cloud State University

• FINRA Licenses: Series 6, 7, 24, 63, 66

Contact this candidate