Meredith Shuart
Vice President - Program Manager, Private Wealth
- Role
- Vice President - Program Manager, Private Wealth at Glenmede
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Meredith Shuart
From right outside of Philadelphia, I love to make people, projects and processes work…
Experience
Vice President - Program Manager, Private Wealth
Jun 2017 — Present · Philadelphia, PA, US
Lead corporate initiatives and in-house strategy directly on behalf of the CEO and the Executive Leadership TeamResponsible for the entire line of business project portfolio, including all strategic multi-departmental initiatives Liaise with the Technology Team as product manager for all Private Wealth products, prioritizing process improvement and creating new solutions for unmet business needsWork cross-functionally to facilitate, develop and communicate firm-wide updates in business strategyExecute account transition program implementation, spanning 5 departments and 90+ usersManaged and scaled opening new entity within existing corporate structure from white paper to product roadmap to launch resulting in $430MM net new businessCoordinated interdisciplinary transition and reporting for 3200 accounts, increasing business profits by 43%, while successfully implementing and communicating change
Skills
- Data Entry
- Editing
- Publishing
- Event Planning
- Blogging
- Fundraising
- Writing
- Microsoft Word
- Organization
- Time Management
- Teamwork
- Social Media
- Curating
- Microsoft Office
- Marketing
- Public Speaking
- Event Management
- Nonprofits
- Customer Service
- Communication
- Social Media Marketing
- Powerpoint
- Quarkxpress
- Social Networking
- Indesign
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