Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Adam Tiemann

Summary

Strategic leader with deep expertise in investment risk, portfolio optimization, and cross-functional execution. Proven ability to drive scalable initiatives, enhance client experiences, and influence firm-wide efforts through data-driven insights and stakeholder alignment. Recognized for thought leadership and the ability to manage complex responsibilities with precision and ambition. Seeking to leverage deep analytical expertise and strategic insight to enable executive decision-making and accelerate our firm's value proposition to our clients.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sr. Investment Risk & Optimization Manager

Edward Jones
07.2024 - Current
  • Conceived, planned, and executed the strategic roadmap to embed Optimization Review as a core oversight function within the investment advisory platform—transforming it into a scalable, high-impact capability that governs every optimization output across the firm.
  • Built and led cross-functional working groups across Investment Advisory, Operations, Digital, and Investment Management , enabling autonomous decision-making in ambiguous environments and accelerating delivery of complex initiatives.
  • Identified and resolved critical issues in production optimization platforms , preventing adverse client outcomes and preserving the integrity of a newly launched capability—demonstrating proactive risk management and stakeholder trust-building.
  • Secured senior leadership alignment for paradigm-shifting changes in account management , including precision rebalancing protocols and investment category–driven optimization, enhancing client value and operational precision.
  • Demonstrated ambition and ownership by establishing ORM's strategic presence in firm-wide workflows , advocating for automation, influencing governance decisions, and ensuring representation in all key optimization and rebalancing initiatives.

Investment Risk & Optimization Manager

Edward Jones
10.2022 - 07.2024
  • Built and executed the roadmap to scale Optimization Review & Monitoring (ORM) from a hands-on, test-&-learn phase to a robust, automated framework and operating procedure.
  • Led the development of analytic tools and dashboards to deliver insights into program adoption, optimized portfolio quality, and enhancement opportunities, while proactively identifying systemic issues and driving resolutions.
  • Demonstrated leadership and initiative beyond role expectations , onboarding and mentoring new team members, influencing the evolution of ORM execution workflows.

Director of Portfolio Management

Northwestern Mutual Wealth Management
03.2021 - 10.2022
  • Partnered with a team of Advisors to identify new business segments and built a strategy for execution and growth.
  • Developed systematized processes for portfolio management to drive operational efficiency across the entire client base.

Portfolio Manager - Specialist

Northwestern Mutual
04.2017 - 03.2021
  • Partnered with the Principal Advisor and CIO to define and execute strategic growth initiatives , resulting in a near tripling of assets over four years while enhancing client experience through targeted service model improvements.
  • Contributed to practice management optimization and client segmentation strategies , enabling the branch team to expand its reach and successfully integrate new advisor teams across multiple markets.

Education

Bachelor of Arts - Mathematics

University of Missouri St. Louis
St Louis, MO
05-2015

Skills

  • Strategic Planning & Execution
  • Cross-Functional Leadership
  • Operational Process Design
  • Analytical Insight & Decision Support
  • Stakeholder Engagement & Influence
  • Change Management & Agility

Certification

- CFA Candidate - Level 3, awaiting results.

- Series 7, 63, 66

Languages

German

Timeline

Sr. Investment Risk & Optimization Manager

Edward Jones
07.2024 - Current

Investment Risk & Optimization Manager

Edward Jones
10.2022 - 07.2024

Director of Portfolio Management

Northwestern Mutual Wealth Management
03.2021 - 10.2022

Portfolio Manager - Specialist

Northwestern Mutual
04.2017 - 03.2021

Bachelor of Arts - Mathematics

University of Missouri St. Louis