Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Angela Smith

Denver,CO

Summary

Experienced program management professional with a proven track record of successfully leading cross-functional teams and delivering project outcomes. Skilled at streamlining processes and aligning initiatives to meet organizational objectives. Demonstrates ability to optimize operations and drive efficiency, resulting in improved project performance and overall business success.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Program Manager

Charter Communications
07.2022 - Current
  • Lead monthly portfolio reviews with the EVP of Connectivity Technology, Technical Delivery Leads, and Product leaders to enhance strategic alignment and operational transparency across key projects
  • Led the initiative to consolidate nine distinct intake processes into a singular, cohesive intake for Connectivity Technology, resulting in enhanced executive and cross functional visibility
  • Strategically design process enhancements for the portfolio process to elevate visibility for EVP-level executives into their teams’ delivery
  • Direct portfolio planning sessions with Technical Delivery Leads and Portfolio Managers, establishing baselines for all Connectivity Technology portfolios based on agreed commitments to work
  • Drive cross-functional collaboration by closely partnering with business stakeholders to engage all parties from project inception, facilitating transparent communication on the implications of new Connectivity Technology initiatives
  • Align with Product & Technology Portfolio Strategy team and enforce expectations across Connectivity Technology, resulting in synchronized and consistent product portfolios

Project Lead

Empower
02.2021 - 07.2022
  • Designed business models for every segment of Retail Services, outlining all new processes and handoffs for each stage of the Personal Capitol integration
  • Partner with Business Readiness and Change Management to effectively communicate and drive adoption of business changes
  • Lead IT and Business Management projects that help maintain compliance of FINRA, SEC, and DOL/Reg BI rules and regulations
  • Product owner for the advice tool used by sales reps to collect suitability, compare outside account fees, and provide advice that fits the client’s best interest
  • Work cross-functionally to coordinate system enhancements, draft business requirements in Jira, facilitate status and methodology meetings, & perform and coordinate testing for all IT releases

Senior Business Manager

TIAA
03.2015 - 10.2019
  • Lead a team of business analysts responsible for establishing risk management strategies at the institutional level and fostering strategic partnerships to effectively address and mitigate client issues
  • Oversaw the development and maintenance of risk management processes, guiding the team to leverage business analytics to reduce operational risk and ensure high value client satisfaction and compliance
  • Implemented continuous improvement initiatives that enhanced the team’s expertise and ability to identify and mitigate risk, resulting in nearly 20% improvement in efficiency of our risk management practices

Field Sales Specialist

TIAA
03.2012 - 03.2015
  • Developed policies and procedures for the Field Consulting Group and communicated updated business rules with all departments impacted
  • Centralized management of documents to ensure compliance with corporate standards
  • Audited self-closed and referral sales for the Field Consulting Group as well as championed scorecard development and sales credit policy changes
  • Facilitated Work out Waste seminars (Kaizen Events) and successfully drove various process improvement projects throughout Institutional Services

Senior Wealth Management Specialist

TIAA
06.2006 - 03.2012
  • Developed and executed a structured workstream to identify and optimize the output of more productive, quality-driven results using Six Sigma/Lean based concepts
  • Re-vamped the asset transfer process and successfully minimized manual processing times by composing standard work documents
  • Provided effective and ongoing training to enrollment teams on all replacement regulations
  • Ensured swift resolution of escalations and complex cases routed to the team along with implementing quality control measures to mitigate/prevent processing errors

Education

MBA - Product Management

Colorado State University

Bachelor of Science - Business Management

Colorado State University Global
08-2024

Skills

  • Strategic planning
  • Project management
  • Process improvement
  • Stakeholder management
  • Business development
  • Regulatory compliance
  • Leadership
  • Cross-functional collaboration

Certification

  • Lean Six Sigma Certification
  • Project Management Certification

Affiliations

  • TIAA - Chair of Volunteer Council
  • WICT
  • Premier Management Development
  • Toastmasters

Timeline

Program Manager

Charter Communications
07.2022 - Current

Project Lead

Empower
02.2021 - 07.2022

Senior Business Manager

TIAA
03.2015 - 10.2019

Field Sales Specialist

TIAA
03.2012 - 03.2015

Senior Wealth Management Specialist

TIAA
06.2006 - 03.2012

MBA - Product Management

Colorado State University

Bachelor of Science - Business Management

Colorado State University Global
Angela Smith