Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Erica Hinton

Baldwin

Summary

Visionary and people- focus leader with 25+ years of experience in financial services, operations, and administrative support. Proven ability to shape strategy, scale programs, and lead high-performing teams of 45+ associates to deliver exceptional client and advisor experiences. Skilled in fostering accountability, driving service excellence, and aligning operations with regulatory standards. Adept at building trust with financial professionals, implementing workflow improvements, and creating talent development pathways to support organizational growth.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Manager of Field Practice Solutions

Thrivent
Baldwin
07.2024 - Current

• Own and drive the strategic vision and execution of Field Practice Solutions' solution-based offering, supporting financial advisors with administrative and client service functions.

• Lead and coach a team of 40+ associates, seniors, and specialists to consistently meet service level agreements and advisor satisfaction goals.

• Foster a culture of accountability and collaboration by implementing training, career pathing, and ongoing development programs.

• Enhanced advisor satisfaction (NPS) by resolving escalations promptly and improving workflows aligned to compliance boundaries.

• Partner cross-functionally with IT, Compliance, and Operations to influence work management systems and implement scalable improvements.

• Managed budget planning and accurately invoicing services to financial advisors.

EXECUTIVE ASSISTANT

Osaic
Baldwin
11.2020 - 05.2024

• Supported executives in a fast-paced financial services environment by managing calendars, travel, expense reporting, and executive communications.

• Handled confidential information with discretion while ensuring business operations and compliance requirements were met.

• Coordinated cross-departmental initiatives and provided project tracking support to enhance organizational efficiency.

Vice President, Marketing

Advisor Group
Baldwin
09.2015 - 11.2020

• Directed strategic marketing initiatives, budget management, and multi-vendor contracts to support financial professionals nationwide.

• Spearheaded mentorship and women’s initiatives, strengthening engagement and advisor retention.

• Negotiated vendor agreements, improving cost efficiency and service delivery.

• Led project management for large-scale marketing campaigns, ensuring compliance and alignment with corporate strategy.

• Designed and executed a mentorship program and women’s advisory board, fostering advisor development and networking opportunities.

DIRECTOR OF OPERATIONS

Woodbury Financial Services
Woodbury
08.2013 - 09.2015

• Oversaw day-to-day production operations and integration projects during Woodbury’s acquisition by Advisor Group.

• Implemented operational strategies, process improvements, and compliance-focused practices to drive efficiency and growth.

• Partnered with advisors to ensure data integrity and smooth transitions during conversion projects.

Education

High School Diploma -

Xavier High School
Phoenix, AZ
05-1989

Some College (No Degree) -

University of Arizona
Tucson, AZ

Skills

Strategic Vision & Execution

Client & Advisor Relationship Management

People Leadership & Talent Development

Project & Program Management

Budget Oversight & Resource Management

Training, Onboarding & Performance Management

Certification

  • Series 99
  • SIE
  • Series 6

Timeline

Manager of Field Practice Solutions

Thrivent
07.2024 - Current

EXECUTIVE ASSISTANT

Osaic
11.2020 - 05.2024

Vice President, Marketing

Advisor Group
09.2015 - 11.2020

DIRECTOR OF OPERATIONS

Woodbury Financial Services
08.2013 - 09.2015

High School Diploma -

Xavier High School

Some College (No Degree) -

University of Arizona
Erica Hinton