Hi, I’m
Ivonne-Marie Mendoza
Woburn,MA
Summary
Multi-faceted Financial Professional with versatile experience of 16+ years in the wealth management industry. Played key roles in digital transformation, key strategic projects within the HNW and UHNW business line to drive growth within the business. Passionate and committed about DE&I and participating in programs that help expand visibility in the financial profession and mentoring the next generation.
Overview
19
years of professional experience
9
years of post-secondary education
Work History
Citizens Private Wealth
Experience Owner I, AVP
03.2025 - Current
Job overview
- Accountable for delivering value for the product, definition of overall vision, journey digitization OKRs and financial outcomes. Work closely with delivery teams to ensure they build the right functionality in a timely manner.
- Convert high-level vision into detailed requirements and acceptance criteria, ensuring the delivery meets quality, scope, and value standards.
- Ensure pod mobilization plans, refinement of charters and alignment with journey digitization OKRs and associated resources.
- Serve as key leader on Agile team(s) for demonstrating strong empowerment, continuous learning and a growth mindset by working onsite with the team daily. Facilitating release planning
- Lead backlog management: create, prioritize, and refine work in collaboration with Neighborhood Leads to deliver the highest-value functionality first.
- User Experience: Champion the user experience, ensuring products are intuitive, user-friendly, and deliver exceptional value to stakeholders leveraging demos.
- Ensure solutions are facilitated across the organization, including identification and prioritization of cross journey enablers.
- Ability to understand and analyze team results and Agile metrics and leverage superior story writing skills to communicate progress on product roadmap against the mission and OKRs.
- Use market and industry knowledge to inform design decisions and enhance user experience.
- Lead backlog management: create, prioritize, and refine work in collaboration with Neighborhood Leads to deliver the highest-value functionality first.
- Develop and maintain a product roadmap that is focused on delivering exceptional colleague experiences and supporting business growth. Champion innovation by challenging the status quo and identifying sustainable value creation opportunities.
Citizens
Compliance Manager, AVP
01.2021 - 03.2025
Job overview
- Provide comprehensive SME support on strategic initiatives and objectives that support the overall Wealth Management and Citizens’ goals. This includes being a key partner in complex projects that allow me to be a voice for multiple business lines by leveraging my extensive wealth management and project planning expertise.
- Currently leading the successful migration of critical Wealth Management data and processes to an enterprise Salesforce CRM instance.
- Continual support of implementing updated requirements within the Salesforce CRM system for all wealth management colleagues. Includes meeting with senior leadership to capture requirements, implement, and then communicate changes within Salesforce.
- Assigned SME for key strategic initiatives and objectives such as digital and technological transformation initiatives.
- Integral part of BRG Leadership Team supporting BIPOC colleagues with delivering educational and support program to aid in achieving career and personal goals.
- Partnered with the risk and compliance teams to aid in closing identified issues after internal and external audits were completed.
Citizens
Business Strategy Analyst, Officer
01.2021 - 01.2022
Job overview
- Provided comprehensive SME support on strategic initiatives and objectives that supported the overall Wealth Management and Citizens’ goals. This includes being a key partner in current Salesforce migration and other digital transformation initiatives.
- Launch of new Salesforce CRM system for all wealth colleagues by providing requirements needed for business units.
- Assisting the Director of Strategy on key initiatives that are directed by the President of Citizens Wealth Management.
- Assigned SME for key strategic initiatives and objectives. This includes digital transformation and sales initiatives.
- Implemented and led a training and mentoring program for new hires.
Clarfield Citizens Private Wealth
Business Strategy Analyst, Officer
01.2017 - 01.2021
Job overview
- Provided comprehensive SME support on strategic initiatives and objectives that supported the overall Wealth Management and Citizens goals. This includes building and customizing reporting, creating procedures, and driving training with all initiatives assigned.
- Key partner in strategic initiatives involved M&A activity of Clarfield Financial Advisors.
- Assigned SME for digital transformation and sales initiatives.
- Launched and supervised a new training and mentoring program for new colleagues.
- Created management reporting leveraging multiple systems to provide senior leadership insight to the organization.
Clarfield Citizens Private Wealth
Private Client Service Associate/Trust Administrator
01.2015 - 01.2017
Job overview
- Senior Private Client Service Associated that supported high performing senior advisor and Trust Officer. Also, managed and executed special projects for Director of Client Service.
- Cleared over 100+ administrative reviews due to risk issue.
- Facilitated the creation of training materials and implementation of Salesforce relationship management process for line of business.
BNY Mellon
Investment Specialist/Portfolio Administrator
01.2010 - 01.2015
Job overview
- Provided support to High Net Worth and Ultra High Net Worth clients. This included working with multiple groups to ensure that all the client’s needs are being met.
- Supported multiple high performing senior advisors, including the Team Leader, and trust officers to provide exceptional client support.
- Supported the creation of financial planning presentations using a proprietary system.
- Executed trades daily for clients’ portfolios and assisted in creating documentation for rebalancing portfolios.
- Created and implemented a monthly investment meeting for junior staff members.
- Assisted in testing and implementation of Salesforce System as a Super User.
- Supervised Summer Interns.
Lexington Wealth Management
Investment Associate/Analyst
01.2007 - 01.2010
Job overview
- Supported the President and COO in building and maintaining their book of business.
- Assisted with portfolio design and implementation, performance measurement and comprehensive reporting.
- Worked with multiple consultants to prepare proposals and risk analysis reporting for potential clients.
- Provided continual client service support.
Education
Southern New Hampshire UniversityOnline
Master of Science from Organizational Leadership
01.2025 - Current
Southern New Hampshire UniversityOnline
MBA from Project Management
06.2021 - 11.2022
Boston UniversityBoston, MA
Graduate Certificate from Financial Planning
01.2010 - 01.2011
Worcester State UniversityWorcester, MA
Bachelor of Science from Business Administration
09.2005 - 05.2008
Middlesex Community CollegeBedford, MA
Associate of Arts from Liberal Studies
09.2002 - 05.2005
Skills
- Project Management Skills
- Interpersonal Skills
- Organizational Skills
- Change Agent
- Emotional Intelligence
- Mentoring and Coaching
- Relationship Building
- Verbal and Written Communication
- Digital Transformation
- User Experience Enhancement
- Agile Methodology Implementation
- Data Analytics and Visualization
Languages
Spanish
Limited Working
Interests
- Getting involved in local advocacy groups to promote positive change in the community.
- Youth mentor, providing guidance and support to empower the next generation of leaders.
- Animal Welfare Advocacy
- Historical Exploration
- Music
- Photography
- Wine Tasting
EXPERTISE
- Salesforce CRM
- MS Office Products
- Data Analytics and Reporting
- Project Management
AWARDS
ALPFA Boston - Next50 Community Leadership Award - 2025
Latino Leaders Magazine Rising Star Award - 2024
ALPFA Latina Rising Star Award - 2022
Citizens Bank Credo Champion - 2018
Credo Award Recipient Internal Recognition Program - 2015-2022
INTERESTS
Traveling, Family and Friends, Photography, Mental Health Advocacy, DE&I Advocacy, Animal Advocacy
Timeline
Experience Owner I, AVP
Citizens Private Wealth
03.2025 - Current
Southern New Hampshire University
Master of Science from Organizational Leadership
01.2025 - Current
Southern New Hampshire University
MBA from Project Management
06.2021 - 11.2022
Compliance Manager, AVP
Citizens
01.2021 - 03.2025
Business Strategy Analyst, Officer
Citizens
01.2021 - 01.2022
Business Strategy Analyst, Officer
Clarfield Citizens Private Wealth
01.2017 - 01.2021
Private Client Service Associate/Trust Administrator
Clarfield Citizens Private Wealth
01.2015 - 01.2017
Boston University
Graduate Certificate from Financial Planning
01.2010 - 01.2011
Investment Specialist/Portfolio Administrator
BNY Mellon
01.2010 - 01.2015
Investment Associate/Analyst
Lexington Wealth Management
01.2007 - 01.2010
Worcester State University
Bachelor of Science from Business Administration
09.2005 - 05.2008
Middlesex Community College
Associate of Arts from Liberal Studies
09.2002 - 05.2005