Abbey Murphy
Brooklyn,NY
Summary
Results-oriented product owner eager to leverage a deep passion for innovation and a wealth of experience in project management to contribute to a new and impactful challenge. Adept at spearheading initiatives that optimize business operations and align with organizational objectives. Seeking an opportunity to elevate my career, expand my skill set, and drive strategic growth in a dynamic environment.
Overview
9
9
years of professional experience
Work History
Vice President - Advisory - Investment Solutions
Morgan Stanley Wealth Management
New York, USA
09.2020 - Current
- Serve as product owner for two scrum teams, which are responsible for supervision of all advisory programs at the firm
- Lead successful and timely rollout of strategic and risk driven initiatives, under agile framework, which are focused on making sure advisors are managing their accounts in the best interest of the client and firm
- Collaborate with stakeholders across the business on a diverse list of projects which automate account reviews, while balancing the needs of tech, home office, legal, risk, compliance and field personnel alike
- Support successful rollout of 10+ multi-channel initiatives annually, across a range of wealth management spaces- including new product offerings (Alts, Options, ESG Strategy), Regulatory Best Interest guidelines, volatility checks, financial plan alignment, brokerage portfolio reviews, investment guidelines, institutional account monitoring etc.
- Assist with integration during firm acquisitions- partnered with legacy E*Trade subject matter experts to bring E*Trade accounts into our firm’s supervision framework
- Create, execute and own team roadmaps, aligning priorities to meet firm needs & regulatory deadlines
- Effectively communicate and manage cross-channel dependencies, both within the firm and with third-party vendors
- Identify product gaps, implement enhancements, and add new features by collecting and prioritizing user feedback
- Collaborate with UI/UX team to develop interaction architecture, user flows and wireframes
- Apply impeccable critical thinking and problem-solving skills to define the approach for end to end project implementation
- Perform ongoing data-driven analysis to identify platform enhancements and areas of opportunity for business growth
- Drive polished and engaging presentations and demos for field personnel, and senior leadership to share platform updates, and prepare the field for upcoming platform changes
- Exemplify firm values by serving as a firm wellness influencer, and member of the Binghamton Campus Recruiting team
Team Lead - Negotiations
National Debt Relief
New York, USA
08.2017 - 09.2020
- Oversaw a team of sixteen negotiators at all levels of tenure, and carried out regular performance reviews
- Pinpointed efficiencies that our platform was lacking, and partnered with management to enhance our negotiations platform
- Held frequent dynamic meetings to troubleshoot, and strategize to surpass monthly goals, and increase revenue each month
- Managed and audited over 4000 accounts per month to ensure deals were compliant and closed with optimal fee conversion
- Effectively rolled out new policies, and monitored KPIs to ensure alignment to shifting department objectives
- Trained and on-boarded over ten new negotiators
- Led fundraising initiatives as a core committee member of the company’s Philanthropy Team
Specialist - Negotiations
National Debt Relief
New York, USA
08.2016 - 07.2017
- Employed negotiations tactics to strategically plan financial arrangements in the best interest of the client, and company
- Built rapport with creditors, collection agencies and law firms, while managing over 1000 accounts per month
- Assertively negotiated settlement offers on behalf of hardship clients to close over 300 deals each month
- Unwaveringly exceeded monthly goals, settling over 23 million dollars in debt and generating over 6 million dollars in fees
Education
Bachelor of Arts - Economics & Italian Language, Minor in Global Studies
Binghamton University, State University of New York
05.2016
Some College (No Degree) - Semester Abroad
Florence University of The Arts
Florence, ItalySkills
- Dataiku
- Microsoft Office
- Rally
- Salesforce
- Tableau
- UI/UX Design
- Public speaking
- Verbal and written communication
- JIRA project management
Affiliations
- Running, Hiking, Tennis, Travel, Museum Going, Scuba Diving, Dogs, Foreign Language, Reading, Gluten Free Cooking, Karaoke and Crossword Puzzles
Timeline
Vice President - Advisory - Investment Solutions
Morgan Stanley Wealth Management
09.2020 - Current
Team Lead - Negotiations
National Debt Relief
08.2017 - 09.2020
Specialist - Negotiations
National Debt Relief
08.2016 - 07.2017
Bachelor of Arts - Economics & Italian Language, Minor in Global Studies
Binghamton University, State University of New York
Some College (No Degree) - Semester Abroad
Florence University of The Arts
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