Jennifer Gusman

About Jennifer Gusman

Financial Service Executive, Digital Experience and Engagement, Client Success and Customer Experience, Team Leadership, Strategic Business PartnerI am a Financial Service and Operations Executive with a robust track record of driving transformational change across global financial services institutions. My career has allowed me to develop an expertise in leading substantial corporate initiatives that align with strategic business objectives. My continued success and positive impact is rooted in my ability to seamlessly integrate large scale acquisitions and implement cutting edge technology solutions. Boosted by my skills in negotiating terms that yield cost savings while enhancing transparency and accountability with key stakeholders. I have been commended by leadership for leveraging a deep understanding of market needs and robust operational strategies to deliver excellent results, as well as foster growth, and stability in high stakes environments. I have a proven track record of designing and implementing optimized systems that have increasing productivity and profitability. I am also proficient in the development and oversight of high-performing, multi-cultural and geographically dispersed teams.Please feel free to contact me at j••••••••@gmail.comProficiencies: Strategic Planning, Corporate Governance, Financial Stewardship, Change Management, Team Leadership, Optimization, Risk Management, Compliance Oversight, Technology Integration, Operational Efficiency, Stakeholder Engagement Business Acumen, Project Management, Data Security, Vendor Management, Cost Reduction, Market Expansion, Digital Transformation, Acquisition Integration, Service Excellence

Experience

1. Senior Vice President

   Franklin Templeton

   Mar 2023 — Present · Sacramento County, CA, US

   Oversee US Operations, which orchestrate the creation and evolution of global oversight programs and realign corporate and divisional compliance frameworks to enhance digital and traditional customer experiences. Responsible for sub-agent operations while ensuring adherence to regulatory compliance, legal standards, fraud mitigation, and information security; represent the division and company at industry events and oversee strategic initiatives.Positioned leaders to contribute directly to high-level corporate initiatives; this resulted in recognition as industry leading strategists and safeguarding the company from financial regulatory, and reputational risks. Partnered to lead the strategic transition over 1K employees to an outsourced provider, including designing a new organizational structure and managing extensive change management processes. This transition prepared employees for new operational realities and facilitated inclusive discussions on organizational design and function assignment, which resulted in enhancing adaptability and engagement. Strengthened the workforce and expanded the customer centric service offering by evaluating personnel processes and policies.Redesigned job families to align with a new outsourced operational model, including updating job, descriptions and career paths. This re-organization clarified role expectations and established a clear vision for career advancement which improved employees, satisfaction, and operational efficiency. Initiated service proposition for new blockchain technology for fund operations.This pioneering approach to digital asset management, enhanced product development capabilities and position the firm as a leader in innovative financial technology. Spearheaded a global fraud and cyber security protection initiative while collaborating across divisions to consolidate best practice and enhance technological defenses. Significantly reduced internal risk related to fraud and cyber threats.

Education

• California State University-Sacramento

  Bachelor's degree, Biochemistry

  1986 — 1991

Skills

• Bloomberg
• Series 7
• Investments
• Wealth Management
• Fixed Income
• Hedge Funds
• Portfolio Management
• Series 63
• Equities
• Alternative Investments
• Asset Managment
• Mutual Funds