Jenna Pierce
Fort Mill,SC
Summary
Results-oriented Vice President adept at leveraging data analysis to identify process improvements and enhance operational effectiveness. Strong background in portfolio management and strategic planning, fostering collaboration across departments to achieve business objectives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
VP Tech, Business Analyst / Enterprise Reporting / Portfolio Management and Execution
LPL Financial
03.2026 - Current
- Formulated control tower operating rhythm along with tools for assessing initiative progress relative to funding.
- Constructed high-performance dashboard aiding CIOs in synchronizing operations with CTIO. Plans for future iterations in development.
- Developed and executed strategic plans to support the vision of the organization.
- Established and maintained relationships with key stakeholders to support business objectives.
- Developed long-range plans for business growth, resulting in increase in annual sales.
- Analyzed business processes to identify areas for improvement and optimization.
- Conducted stakeholder interviews to capture needs and expectations accurately.
- Identified opportunities for cost savings through process automation initiatives.
AVP Tech, Business Analyst / Enterprise Reporting / Portfolio Management and Execution
LPL Financial
02.2023 - 03.2026
- Plan the overall report and monitor progress to ensure that milestones are being achieved across various projects and programs
- Gathered and analyzed stakeholders’ requirements, aligning project objectives with business needs.
- Analyze data from financial reports to identify areas of improvement in business operations.
- Coordinate teams’ projects and their interdependencies
- Ensure deliverables are aligned across the projects and programs.
- Coordinate resources across multiple departments to achieve project goals on time and under budget.
- Develop comprehensive reports outlining progress towards key performance indicators.
- Identify potential risks associated with business decisions before implementation.
- Collaborate with senior management on strategic initiatives that drive organizational success.
- Demonstrate strong problem-solving skills, resolving complex issues quickly and efficiently.
- Implemented process improvements to enhance operational efficiency, resulting in cost savings of 15%.
- Identified opportunities for innovation and process improvement, enhancing operational efficiency and effectiveness.
Sr. Portfolio Analyst/ AVP / Portfolio Management and Execution
LPL Financial
09.2019 - 02.2023
- Monitored portfolio to ensure alignment
- Utilized data to create insights into capacity, cost and sequencing of work
- Implemented and managed intake and prioritization processes, ensuring alignment with business strategies
- Collected any omitted information necessary to make intake and prioritization decisions
- Monitored portfolio financials and overall performance health metrics to promote portfolio performance (average size of $60M)
- Escalated any risks of portfolio through the appropriate channels
- Identified recommendations for process improvements and solutions to achieve more effective risk mitigation
- Interacted daily with multiple teams across various departments to ensure alignment
- Created complex Excel spreadsheets that tracked all relevant metrics related to each portfolio.
- Supervised, trained, and mentored junior team members.
Sr. Business Analyst / Advisor and Investor Experience
LPL Financial
09.2018 - 09.2019
- Initiated research studies and corresponding pilot initiatives with Product Launch Team
- Created and sent out surveys for ongoing pilots and research efforts to gather advisor insight
- Produced decks for management to view insights from research findings
- Partnered in the rollout of pilots for new LPL technology
- Conducted advisor interviews to gain additional information on products
- Managed running product list for users wanting to join pilots
- Assisted researchers in pulling information they need for projects
- Worked with Procurement when team wants to onboard a new vendor
- Completed our team’s portion for the bi-weekly report for executive leadership.
Business Analyst / Advisor Experience & Design
LPL Financial
09.2016 - 09.2018
- Evaluated LPL technologies and recommended enhancements to optimize performance
- Collected and analyzed sentiment on feedback from advisors and internal employees regarding ClientWorks
- Collected Life Trigger metrics to analyze trends
- Ran monthly Adoption report to show usage of top 5 technologies across LPL
- Gathered data for the internal product ClientWorks usage dashboard
- Partnered in the rollout of pilots for new LPL technology
- Routed executive escalations to stakeholders and ensured timely follow-up on resolutions
- Assisted with department budget forecasting
Associate Business Analyst / Projects, Analytics, & Reporting
LPL Financial
04.2015 - 09.2016
- Analyze LPL service data within Service Transformation Operations (STO) Team and provide department's real-time reporting of team stats
- Gathered and analyzed data using Access and Excel to identify opportunities for improvement
- Collaborated with department heads to identify improvements in internal processes and assess risks in requirements implementation
- Create project plan for STO Policy Review Committee and ensure departments stay on task
- Develop and analyze aptitude tests and data for employees to gauge their working knowledge of operations
- Partnered with outside consultants to enhance service processes and improve advisor experience
- Rewrite notifications to a clearer and more concise format for advisors
- Collaboration with New Client Onboarding to convert accounts from the previous broker dealer to LPL
Advisor Services Dedicated IAS/RIA Service360Team Representative
LPL Financial
05.2013 - 04.2015
- Daily consultation with LPL's independent advisors concerning operational or financial policies
- Correspond with financial advisors regarding LPL policies
- Ownership of issues resolution and timely follow up with advisors after initial engagement
- Perform authorized operational tasks and internal resources pooling for issues resolution that requires additional support
- Prioritized tasks to ensure projected outcome meets client needs
- Utilized communication skills to network with various departments and individuals
- Continuous education on operational procedures to effectively assist advisors.
Customer Service Representative / General Service Center / Client Line
LPL Financial
05.2012 - 05.2013
- Day-to-day correspondence with LPL financial advisors and maintaining a high level of client service
- Supported financial advisors with a wide array of client account service tasks
- Opening new accounts, documentation and balance inquiries
- Collaborated with team members in General Service Center to employ best practices for advisor consultation
- Consistently displayed commitment to projects and delegated tasks by offering to extend hours for available overtime opportunities including testing of new LPL internal software.
Operations Specialist/ New Accounts
LPL Financial
04.2011 - 05.2012
- Proficiency in processing brokerage and advisory financial accounts within the firm
- Facilitated calls to advisors, clients, and internal contacts to obtain valuable information needed to successfully open and process the account
- Managed foreign accounts while ensuring compliance with alternative identification processes to meet regulatory standards.
- Accountable for online correspondence between the financial advisors through email and a web-based tracking mechanism
- Attention to detail while developing a rapid understanding of complex processes
- Completed training on managing high-funded accounts to enhance security measures.
- Communicated with AXA home office and advisors to alert them of updates on the progress of their accounts.
- Consistently met strict deadlines while still maintaining accuracy
- Ability to make changes to multiple accounts and their associated documents
Skills
- Portfolio management
- Program management
- Financial analysis
- Budget management
- Resource allocation
- Data analysis
- Strategic planning
- Operations management
- Data governance
- Cross-functional collaboration
- Communication skills
- Problem solving
- Procedure implementation
- Relationship building
- Organizational skills
- User experience
Certification
- Determining Business Requirements
- Project, Planning, and Control
- Security Industry Essentials
Timeline
VP Tech, Business Analyst / Enterprise Reporting / Portfolio Management and Execution
LPL Financial
03.2026 - Current
AVP Tech, Business Analyst / Enterprise Reporting / Portfolio Management and Execution
LPL Financial
02.2023 - 03.2026
Sr. Portfolio Analyst/ AVP / Portfolio Management and Execution
LPL Financial
09.2019 - 02.2023
Sr. Business Analyst / Advisor and Investor Experience
LPL Financial
09.2018 - 09.2019
Business Analyst / Advisor Experience & Design
LPL Financial
09.2016 - 09.2018
Associate Business Analyst / Projects, Analytics, & Reporting
LPL Financial
04.2015 - 09.2016
Advisor Services Dedicated IAS/RIA Service360Team Representative
LPL Financial
05.2013 - 04.2015
Customer Service Representative / General Service Center / Client Line
LPL Financial
05.2012 - 05.2013
Operations Specialist/ New Accounts
LPL Financial
04.2011 - 05.2012