Managing Director, Customer Strategies for Retail Financial Services at ATB Financial
Edmonton, Canada Area
Managing Director, Customer Strategies for Retail Financial Services at ATB Financial
Edmonton, Canada Area
Creative, results-driven leader with over twelve years of expertise in product portfolio management of financial services software. Leads strategic planning and execution of innovative business technology products with specialties in products for Institutional Securities clients (Investment Banking, Equities, Fixed Income, Prime Brokerage, Private Wealth), financial social community Web 2.0 products for consumer clients, and streaming collaborative portfolio management tools for retail brokers and clients. Background includes managing multi-million dollar technology budgets, leading complex projects with global teams of 20-75 employees and consultants, and implementing progressive outsourcing, expense tracking, and client profitability models to optimize spend on clients and reduce operational costs.
In addition to her experience as a creator of financial services technologies, Jennifer is also an accomplished opera singer and writer. She is a Canadian Permanent Resident and a US Citizen.
Strategic Planning, Program Management, Business Process Re-engineering, Outsource Management, New Product Development, Agile Development, Communications, Marketing Analysis, Vendor Negotiations, Opportunity Identification, Knowledge Management, Data Visualization, Employee Development
(Government Agency; Banking industry)
February 2009 — Present (6 months)
Lead customer strategies to produce incremental revenue and margin growth for the Retail Financial Services division. Lead teams responsible for the transformation strategy of the retail bank, Alberta Intelligence data analytics and segmentation, sales campaigns strategy, and product portfolio management and development of all retail products and services.
(Government Agency; Banking industry)
March 2008 — February 2009 (1 year)
Responsible for providing IT leadership within the Personal & Business Financial Services management team to support long-term strategic growth of the business unit and key member of the ATB corporate IT management team.
(Public Company; 51-200 employees; V.SWB; Information Technology and Services industry)
2006 — 2008 (2 years)
Head of R&D and Product Development department and member of the executive management team.
Responsible for product portfolio management and Web 2.0 development of the Stockhouse community, Canada's largest online financial community, as well as wireless and web-based financial tools for consumer and institutional clients.
(Public Company; 10,001 or more employees; MS; Financial Services industry)
2002 — 2006 (4 years)
Vice President in Institutional Securities Marketing unit of Firm Management responsible for Product Portfolio of web-based and enterprise products for clients and employees of Institutional Equities, Fixed Income, Investment Banking, Prime Brokerage and Private Wealth Management divisions.
(Public Company; 10,001 or more employees; MS; Investment Banking industry)
2000 — 2002 (2 years)
Associate in Equity.com of Institutional Equities Division
(Privately Held; Internet industry)
1998 — 2002 (4 years)
Owner, CEO, and Executive Editor of early open source virtual media company
(Public Company; 10,001 or more employees; MS; Investment Banking industry)
2000 — 2000 (less than a year)
Consultant in Enterprise Management Systems of Information Technology Division
(Public Company; 10,001 or more employees; AIG; Financial Services industry)
1998 — 2000 (2 years)
Consultant in Reinsurance Security department of Information Technology division
(Public Company; 10,001 or more employees; AIG; Financial Services industry)
1996 — 1998 (2 years)
Consultant in Ecommerce group