Ariana Martinez
Sacramento,CA
Summary
Project and operations professional with 9+ years of experience in leading initiatives within financial services. Strong skills in technology implementation, compliance management, and budget oversight across multiple offices. Effective in stakeholder engagement and vendor management, ensuring projects are completed on schedule and within financial constraints. Experienced with tools like Jira and Salesforce to track project progress and improve operational efficiency.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Compliance & Operations Manager
Merrill Lynch / Bank of America
01.2022 - Current
- Directed compliance administration, operational oversight, and project management initiatives across six offices and ~200 associates. Partnered with leadership, vendors, and cross-functional teams to implement regulatory programs, technology adoption, and employee engagement strategies
- Core Contributions:
- Oversaw six-office operating budget; tracked variances, reallocated resources, and implemented cost controls to ensure financial accountability.
- Designed automated dashboards, reducing manual reporting by 60% and accelerating leadership decision-making.
- Directed multi-branch compliance programs, cutting exceptions by 25% and delivering flawless audit results.
- Partnered with sales and product teams to create outreach playbooks, improving client contact rates by 10% YoY.
- Chaired DEI initiatives, improving engagement and aligning cultural priorities with governance.
- Leveraged Jira, HubSpot, and Zoom to track project timelines, manage workflows, and coordinate cross-functional collaboration.
- Highlighted Projects:
- Technology Upgrade Program (2023–2025): Led rollout of laptops, monitors, and docking stations across six offices; oversaw vendor installations, coordinated scheduling, and created adoption resources. Proactively mitigated risks to minimize business disruption.
- FINRA Trusted Contact Initiative (2022–2024): Partnered with leadership, marketing, and third-party vendors to streamline processes and design client mailers. Implemented tracking systems and reporting protocols to enhance audit readiness.
- Market Budget Oversight (Ongoing): Managed operating budget for six offices, forecasting needs and reallocating resources to support strategic priorities.
- Market Kickoff Events (2021–2024): Produced annual kickoff events for ~200 associates at venues including Golden 1 Center and Crocker Art Museum. Managed logistics, vendor contracts, budgets, and contingency planning for seamless execution.
- Diversity & Inclusion Growth Initiative (2021–2023): Expanded LGBTQ+ NorCal Employee Network membership by 10% annually, secured sponsorships, and managed Sacramento Pride Parade participation.
Client Solutions Specialist (Sales & Business Development)
Bank of America
06.2019 - 01.2022
- - Secured $15M+ in new debt volume by analyzing risk, structuring solutions, and ensuring regulatory compliance.
- - Streamlined onboarding processes with operations teams, reducing bottlenecks and client wait times.
- - Maintained 95%+ client satisfaction across hundreds of surveys.
Relationship Manager (SMB & Preferred Clients)
Bank of America
02.2018 - 06.2019
- - Managed $3M+ SMB/HNW portfolio, delivering tailored lending and investment strategies.
- - Ranked top for Merrill referrals, building strong investment pipelines.
- - Championed digital KYC adoption, enrolling 1,000+ clients in secure online platforms.
Preferred Card Sales Specialist
Bank of America
08.2016 - 02.2018
- - Ranked top 6% nationally, generating $1M+ in new revolving balances.
- - Led outbound campaigns, boosting credit card activations by 25%.
Assistant Manager & Sales Specialist
Market Source / T-Mobile / Sprint
01.2012 - 01.2016
- - Trained and coached sales teams, improving store performance by 18%.
- - Delivered demos and upselling strategies, increasing revenue and customer loyalty.
Education
PMP Training -
PMI
GIAC Information Security Fundamentals - undefined
BA - Liberal Arts
University of Arizona
01.2026
AA - Business Marketing
Cerritos College
01.2020
Skills
- Project management
- Risk mitigation strategies (KYC/AML)
- Budget management and financial tracking
- Vendor relations and technology implementation
- Process optimization techniques
- Engagement with stakeholders and executives
- Event logistics coordination
- Change initiatives including DEI strategies
- Software proficiency: Jira, HubSpot, Salesforce, Zoom, SharePoint, CRM systems, Microsoft Office Suite, Google Workspace
Websites
Accomplishments
Pinnacle diamond 2017 top 6% associate nationwide
Certification
PMP - In progress
Affiliations
Communications Chair, LGBTQ+ NorCal Employee Network – Directed DEI campaigns and strategy sessions, advancing inclusive governance and associate engagement.
Timeline
Compliance & Operations Manager
Merrill Lynch / Bank of America
01.2022 - Current
Client Solutions Specialist (Sales & Business Development)
Bank of America
06.2019 - 01.2022
Relationship Manager (SMB & Preferred Clients)
Bank of America
02.2018 - 06.2019
Preferred Card Sales Specialist
Bank of America
08.2016 - 02.2018
Assistant Manager & Sales Specialist
Market Source / T-Mobile / Sprint
01.2012 - 01.2016
GIAC Information Security Fundamentals - undefined
BA - Liberal Arts
University of Arizona
AA - Business Marketing
Cerritos College
PMP Training -
PMI