Keith Masenheimer

About Keith Masenheimer

Passionate, innovative and detail-oriented thinker focused on driving simple…

Experience

1. Wealth Management, Planning & Advice Solutions Sr Product Manager

   Charles Schwab

   Sep 2019 — Present

   I am responsible for supporting and designing client facing rep platforms to drive efficiency through innovation, problem solving, solution design, UX design, and prototyping. My mission is to deliver an exceptional representative experience and enable the ability to establish, grow and solidify relationships with our clients. The scope of my work includes maintenance and enhancements of the present state of our Financial Planning and Portfolio Management platforms, identifying the strategic and tactical needs of various internal business organizations, and defining an end-to-end future state solution. I share the responsibility for the management and welfare of Schwab’s Financial Planning platform at all stages of its life-cycle. Responsibilities include analyzing the needs of business stakeholders, translating feature requirements into a business specification, and managing the phases of delivery for enhancements and cross-platform project deployments. This will require intensive work with internal business and technology partners, gathering information and synthesizing it into a model that can be understood by personnel not familiar with the details and with reasonable effort. Key Responsibilities: •Provides strategic and tactical product ownership for Wealth Management, Planning & Advice Solutions Financial Planning platform •Drives product strategy, overall project business management, project goals, development of business requirements, and represent the business on Agile teams; •Defines the product roadmap for the near, medium, and long term strategic goals •Builds relationships and partner with stakeholders and user groups from various areas, such as Technology, Compliance, Supervision & Controls, Marketing, and others •Evaluates current market trends, vendor solutions, and emerging technology to identify opportunities for the transformation of the financial service professionals’ experience. •Serves as the subject matter expert to cross-functional groups

Skills

• Proposal Writing
• Customer Relations
• Customer Service
• Crm
• Network Design
• Budgeting
• Rfp
• Networking
• Voip
• Strategic Planning
• Problem Solving
• Sip Trunking
• Selling
• Consultative Selling
• Cold Calling
• Portfolio Management
• Pricing
• Leadership
• Analysis
• Large Business
• Requirements Analysis
• Forecasting
• Sales Presentations
• New Business Development
• Cost
• Event Management
• Microsoft Office
• Small Business
• B2b
• Inventory Management
• Cisco
• Account Management
• Cpe
• Sales Management
• Contract Negotiation
• Negotiation
• Mpls
• Territory
• Planning
• Private Line