Chloe Lipp Wellman
Global Programs & Transformation Expert | Strategic Program Delivery | Change Communications | Operational Excellence
- Role
- Institutional Program Manager, Strategic Delivery Strategy & Transformation Office at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Chloe Lipp Wellman
Operations leader with a proven track record of designing and executing cross-functional programs that align with enterprise strategy and accelerate business outcomes. Experienced in leading global initiatives that span workforce engagement, operational excellence, and culture transformation—ensuring alignment across Sales, HR, Marketing, and Communications functions.Adept at managing complex operating rhythms, process optimization, headcount planning, and business cadence to support organizational growth and agility. Skilled at translating executive vision into structured roadmaps, driving accountability, and delivering measurable impact through data-backed decision-making.Background includes leading ESG and Future of Work programs, with a focus on scalable systems, stakeholder alignment, and policy implementation. With a foundation in public health and deep operational expertise, I build people-centered programs that support business transformation, improve productivity, and elevate the employee experience.
Experience
Institutional Program Manager, Strategic Delivery Strategy & Transformation Office
Sep 2025 — Present · Raleigh, NC, US
As Institutional Program Manager at CAPTRUST, I lead strategic initiatives within our Institutional business line, serving retirement plan sponsors, endowments, and foundations. My role centers on driving operational excellence, enhancing service delivery, and aligning cross-functional projects with firm-wide goals.I oversee complex programs from planning through execution—developing timelines, managing interdependencies, and optimizing resource allocation to ensure projects are delivered on time, within budget, and to the highest standards. Acting as a central communication point for stakeholders, I foster transparency, mitigate risks, and enable scalable growth across institutional services.My work supports CAPTRUST’s mission to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and service beyond expectation.
Education
Harvard Business School
Certificate
University of Havana
Latin American Studies
University of North Carolina at Chapel Hill
MHA
The University of North Carolina
BSPH
University of Buenos Aires
Latin American Studies
Universidad del Salvador
Latin American Studies
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