ERIKA MAYE
Fort Worth,TX
Summary
Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing key improvements to enable business enhancements and growth. Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Manager, Communications Consultant
Fidelity Investments
07.2023 - Current
- Utilized data analysis to determine employee financial wellness and retirement readiness patterns to develop targeted communications.
- Devised and deployed approaches to maximize employee engagement.
- Established strong relationships with clients to ensure long-term partnerships and repeat business.
Benefits and Planning Consultant
Fidelity Investments
04.2021 - 07.2023
- Responsible for deepening clients understanding of their benefits, investments and wealth planning for financial success.
- Presented planning tools and resources to highly compensated executives to facilitate financial readiness.
Tax Exempt Market Retirement Planner
Fidelity Investments
11.2020 - 04.2021
- One stop exceptional service to clients by addressing service, investments & planning needs in an accurate & timely manner.
- Won Excellence In Action Award for Owning the Outcome/ Customer Obsessed/ Thinks & Works Across Fidelity in Q3 2020.
Tax Exempt Market Retirement Associate
Fidelity Investments
07.2018 - 11.2019
- Participating member of an outbound phone team for Tax Exempt Market (TEM) designed to maximize asset retention opportunities by engaging & understanding participants needs enough to gain agreement to schedule a planning appointment.
- Received Excellence In Action Award for Owning the Outcome in Q2 2019.
Investment Operations Representative II
Fidelity Investments
11.2016 - 07.2018
- Managed, researched and resolved exceptions to help ensure securities NAV were accurate each day.
401k Financial Representative
Fidelity Investments
03.2016 - 11.2016
- Responsible for providing exceptional service to client's when processing their requests, uncovering their unstated needs and providing resolutions in an accurate and timely manner.
Custody Operations Representative
TD Ameritrade
03.2014 - 03.2016
- Responsible for processing deposits and withdrawals for physical securities and DRS Transfers received from branches, internal partners and clients.
Education
Bachelor of Arts - Business Administration
Kaplan University
Davenport, IA11.2013
Skills
- Project Planning
- Strategic Planning
- Employee Development
- Goal Setting
- Task Delegation
- Negotiation
- Employee Coaching and Mentoring
- Cross-Functional Collaboration
- Cross-functional Team Coordination
- Data-driven decision-making
- Empower Others To Make Decisions
- Coaches Others To Their Full Potential
Certification
- Series 7 & 66 Licenses
Leadership Engagement
Regional Aspire Westlake Co-lead, Oct 2022- current
- Responsible for influencing career, community, commerce and culture through the efforts of 13-17 Co-leads and subcommittee members in various functions on the leadership board.
- Responsible for influencing and working on the project management team with the Diversity and Inclusion team to host Opal Lee for Juneteenth2023.
Q1 2023 Winner of Aspire Helping Hands
MyCareer Center Ambassador 2023- Current
Aspire Mentor 2021-
Rise 3 and 4 Program Mentor 2022- Current
Rise 4 Program Engagement Strategist 2023- Current
Get Stated Champion 2023- Current
Regional Westlake Aspire Community Outreach Co-lead, Nov 2019 - Oct 2022
- Responsible for driving the efforts for career, community, commerce and culture with Aspire members and non-profit organizations.
Timeline
Senior Manager, Communications Consultant
Fidelity Investments
07.2023 - Current
Benefits and Planning Consultant
Fidelity Investments
04.2021 - 07.2023
Tax Exempt Market Retirement Planner
Fidelity Investments
11.2020 - 04.2021
Tax Exempt Market Retirement Associate
Fidelity Investments
07.2018 - 11.2019
Investment Operations Representative II
Fidelity Investments
11.2016 - 07.2018
401k Financial Representative
Fidelity Investments
03.2016 - 11.2016
Custody Operations Representative
TD Ameritrade
03.2014 - 03.2016
Bachelor of Arts - Business Administration
Kaplan University
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