Raymond Goodsir

About Raymond Goodsir

I am a financial services transformation and operations leader with 17+ years of experience driving enterprise-scale change across banks, retirement plan providers, asset managers, and insurance companies. My career has focused on owning complex strategic initiatives from concept through execution, including operating model redesign, process re-engineering, platform modernization, risk and control remediation, and large-scale program governance. I specialize in translating strategy into measurable operational outcomes, including improved efficiency, scalability, financial transparency, and client experience. I have led multi-year, multi-workstream transformation programs supporting Fortune 100 and large institutional financial services organizations, frequently partnering with C-suite and executive leadership teams. My work spans wealth and retirement services, recordkeeping and administration platforms, digital client experiences, CRM and data modernization, and enterprise risk frameworks.While I began my career in advisory and consulting environments, my orientation is that of an industry operator—focused on execution, accountability, and sustainable results. I am known for building structure where complexity exists, aligning stakeholders around a common operating vision, and delivering outcomes in highly regulated environments.

Experience

1. Manager

   Deloitte

   Sep 2020 — Present · New York, NY, US

   Lead enterprise transformation initiatives across banks, asset managers, insurers, and retirement plan providers- Own strategy-to-execution delivery across large, complex programs- Design and execute operating model and process re-engineering initiatives- Serve as business and transformation lead for retirement platform consolidation and modernization- Lead digital experience redesign and platform re-architecture initiatives- Build P&L allocation and financial transparency models- Conduct enterprise risk and control assessments- Establish and operate PMOs overseeing governance, budgets, and executive reporting

Education

• Stony Brook University

  B.A., Economics, Business Management

  2003 — 2007

Skills

• Sales
• Retirement Planning
• Sales Management
• Customer Service
• Direct Sales
• B2b
• Investments
• Marketing Strategy
• Series 65
• Salesforce.com
• Account Management
• Networking
• Sales Process
• Negotiation
• New Business Development
• Series 6
• Insurance
• Sales Presentations
• Consulting
• Cold Calling
• 401k
• Marketing Communications
• Series 63
• Marketing
• Building Relationships