Results-Driven Recruiting & Project Management Professional

Sonia Smith

**** ***** *** *****

Brooklyn Park, MN 55443 E-mail: ************@*******.*** Mobile: 763-***-****

Summary of Qualifications

Ability to analyze data and determine trends, root cause, and propose solutions

Ability to work in fast-paced environment and remain client-focused and results-driven

Ability to work on numerous projects simultaneously, reprioritizing as needed

Ability to work under pressure and tight deadlines

Exceptional relationship and trust-building skills

Proven success as a project manager (on-team and cross-unit)

Strong troubleshooting and problem-solving skills

Ability to think outside the box engaging in a future outlook

Expertise

Technical: MS Office Suite (Excel, PowerPoint, Word, MS Project, Visio), Salesforce

Methodologies: Kaizen Lean Six Sigma, Six Sigma, Project Management

Organizational: Prioritize and focus on multiple tasks, delegate to others based on their strengths, effectively use time to meet deadlines, derive positive and mutually beneficial outcomes when working with people from diverse backgrounds and cultures

Professional Experience

Wells Fargo Advisors, Minneapolis, MN

Divisional Recruiting Specialist March 2022 – June 2025

Attended Due Diligence meetings to learn more about firm

Coordinated and scheduled breakfast, luncheon, and dinner meetings in partnership with the Market Recruiting Manager

Developed in-depth knowledge of territory-specific opportunities and effectively communicated them to prospects

Engaged in bi-weekly meetings with the Market Recruiting Manager to discuss recruiting results

First in team leads and hires which resulted in 7 hires in 2023 and 8 hires in 2024

Identified and recruited financial advisors.

Followed up with LinkedIn Ad leads, Independent and JoinWFA (Wells Fargo Advisors) website leads

Leveraged Salesforce, LinkedIn, Google, Fast People Search and company website to source and recruit financial advisors

Screened candidates and scheduled phone and in-person interviews, with follow-up coordination with financial advisors

Used transferable skills (i.e. attention to detail, communication, organization, problem solving) to produce results

Worked cross-functionally with leadership at all levels to identify, attract and recruit top financial advisors to Wells Fargo Advisors

Ameriprise Financial, Minneapolis, MN

Experienced Advisor Recruiter Sourcing & Engagement - Branch Development July 2013 – February 2022

Consulted with Regional Director on hiring strategies to support business growth and talent needs

Coordinated and scheduled breakfast, luncheon, and dinner meetings in partnership with the Regional Director

Evaluated advisor practice (production, client mix aum and broker check disclosure)

Identified and recruited financial advisors

Leveraged Salesforce, LinkedIn, and Google to source and recruit financial advisors

Met bi-weekly with Regional Director to review weekly recruiting business activity

Monitored the progress of candidates through the recruiting process

Provided support to the Divisional Business Development team by sourcing leads, re-engaging

previously contacted leads and supporting the team and candidates managed through the

recruiting process

Supported recruiting efforts for both franchise and employee channels

Ameriprise Financial, Minneapolis, MN

Engagement Manager April 2010 – December 2012

Acted as the escalation point and provide follow-up when there are idea submissions to clarify

Created weekly Innovation new ideas dashboard metrics

Conducted periodic remote site visits to ensure employees were in compliance with remote policy and procedure for conducting business via home location

Implemented on-line Kaizen Certification Program, working closely with team members to select refine requirements offered, monitored effectiveness to improve service and eliminate business waste

Lead bi-weekly meetings with Innovation Champions to discuss issues, concerns, and next steps

Managed Kaizen continuous improvement certification program

Managed Operations Innovation Way ideas intake (YTD 2,668 ideas). Managed cross-functional teams completed projects and highlighted projects through communication channel

Managed the relationship with Operations Innovation Champions throughout the idea-submission stage and act as the main point of contact between submitters and champions

Reported internally within Operations on project performance/status (completions, declined, deferred, not categorized, duplicate, business leader aligned, in review, etc.)

Worked with Innovation Champions to manage ongoing ideas and completion of projects

Education

Prairie View A & M University Bachelor Science, Mechanical Engineering

Saint Mary’s University Master of International Business

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