Sophia Cutler

About Sophia Cutler

I am a Program/Project Manager focused on Wealth Management and Strategy & Transformation at Capco. I specialize in marketing operations, recently working on Marketing Technology Transformation initiatives at global banks, where I coordinate multi-workstream efforts, facilitate discovery sessions and workshops, document pain points and future-state use cases, define OKRs, and build measurement and reporting plans. I regularly engage with senior stakeholders and executive leadership to present and strategize program outcomes. Previously, I co-managed a ~$30M/year program portfolio at a Tier One investment firm, partnering with 30 teams and 100+ stakeholders to provide leadership with portfolio insights and drive decision-making. I also led project management for major Advisory Platform initiatives, managing requirements across business, technology, legal, risk, and compliance partners and refining roadmaps as teams progressed.Outside of client engagements, I\'m an active leader in Capco\'s community programming through Women@Capco and B•••••••@Capco.I graduated summa cum laude from The George Washington University with a B.S. in Marketing and a minor in Spanish.

Experience

1. Consultant

   Capco

   Jun 2024 — Present · New York, NY, US

   Client Engagement- Lead the project management for a $1.2M agile initiative by setting working session agendas, facilitating prioritization discussions, translating technology outputs into business impact, and proactively identifying and solving for bottlenecks in delivery - Co-manage a ~$30M/year Advisory Platforms program in partnership with VP-level clients, effectively collaborating with over 30 product owners and senior stakeholders to synthesize and communicate updates on strategic initiatives; provide insights on progress, dependencies, and roadmap adjustments - Collaborate with cross-functional teams including Technology, Platforms, and Business to gather and document requirements to ensure timely delivery of third-party manager profile enhancements and foster a culture of continuous improvement and adaptability Internal Initiatives- Create and conduct research study in partnership with Capco partners to lead to published reports that will promote Capco\'s brand reputation as a thought leader with a strong understanding of the financial services landscape - Curate and design client proposals in collaboration with partners to drive business development and enable several project wins across wealth management, capital markets, data, and operations- Co-lead the event planning for Capco’s International Women’s Day celebration (200+ attendees) by guiding a team of eight to communicate with the venue, key-note speaker, and several decor and entertainment vendors, along with consolidating financials and decisions to present to senior leadership for approval

Education

• Dover-Sherborn High School

  High School Diploma

  2014 — 2018

• The George Washington University School of Business

  Bachelor of Science - BS, Marketing

  2018 — 2022