Carolyn Johnson
Strategic Operations Analyst @CI Assante Wealth Management
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WORK HISTORY
Strategic Operations Analyst @CI Assante Wealth Management
Calgary, AB, CA
Acting as a strategic thought partner to a Senior Wealth Advisor, supporting business continuity and operational excellence during ownership transition, digital transformation, and market volatility- Maintained Assets Under Administration (AUA) exceeding $130M and ensured zero loss of recurring revenue through proactive risk management and client retention strategies- Designed and implemented operational frameworks to deliver comprehensive wealth management services across Relationship Management, Investment Counsel, Advanced Planning, and Professional Concierge pillars- Oversaw compliance and regulatory processes, passing 3 audits, adapting to CRM 1, CRM2 and CRM3 requirements - mitigating risk exposure- Managed special projects - including process optimization, technology adoption & staffing roles to enhance efficiency and client experience through COVID & branch expansion- Directed CX campaign coordination and performance reporting to align operational priorities with strategic objectives- Delivered competitive intelligence, quarterly model reviews, and fee analysis to support informed decision-making and advisor focus on client relationships.
EDUCATION
Womens centre calgary
Community Leadership
The University of British Columbia
BSC, BioPsychology, French
University of Calgary
Certificate in Spanish language and culture
ABOUT CAROLYN JOHNSON
Looking to improve your service delivery and customer satisfaction? I provide a powerful combination of skills in data analysis, project management, communication, and strategic planning to create insights for clients by creating meaningful, well-managed data. With over a decade of IT project management experience, paired with industry experience across supply chain, transport, sport, non-profit and financial services, I am known for my lateral thinking, stakeholder management and community engagement to create public value.I help clients understand their customer stories and how it can power their communication and advocacy. With a background in quality, process improvement and project delivery, I have been a key player in transformation projects ranging from high profile international projects (Olympics 2012), organisational restructuring of non-profit boards(KGCA), green space capital projects, small business transitions and start-ups. I consistently exceed expectations of management and stakeholders with CIO level recognition for my work and nominations for my leadership in volunteerism.
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