Julie Hatcher
White Plains,NY
Summary
Strategic leader with a proven track record of developing and implementing innovative sales and training programs from inception, aligning company strategy with business objectives. Expert in designing comprehensive curricula and leading cross-functional teams to deliver impactful training initiatives that improve sales performance. Skilled in recruiting, developing, and managing high-performing teams across multiple locations, with a focus on driving productivity and business results. Recognized for fostering collaboration, influencing stakeholders, and integrating innovative solutions that enhance organizational efficiency. Strong judgment, problem-solving abilities, and business acumen, with expertise in managing large-scale projects and ensuring alignment with company goals. Highly motivated and effective in dynamic environments, consistently delivering measurable results and driving organizational success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Corporate Vice President, Head of Life/Health & Securities Licensing
New York Life Insurance Co (NYL)
White Plains
01.2020 - Current
- Fully spearheaded the initiation, development, and implementation of a newly adopted Financial Advisor Securities Registration process across 115+ offices, driving a 50% increase in registered representatives and significantly advancing NYL’s licensing strategy
- Streamlined cross-functional licensing operations with 700+ field managers and 4,500 agents, reducing FINRA U4 inflow by 75%, saving $400K annually in fees, and enhancing registration initiation by 80%
- Secured $4.5 million in annual cost savings by negotiating strategic licensing agreements and forging key partnerships that aligned with corporate goals and regulatory requirements
- Directed a high-performing licensing team, providing executive leadership and resolving complex inquiries, ensuring seamless operations and compliance across all licensing activities
- Implemented large-scale training programs through webinars and workshops, educating agents and field managers on process efficiency, operational improvements, and regulatory compliance.
Corporate Vice President, Head of Field Development Operations & Logistics
New York Life Insurance Company (NYL)
White Plains
01.2018 - 01.2020
- Drove operational optimization across 35+ national and regional events annually, achieving a $1.5M savings through centralized logistics and enhanced resource utilization, aligning event strategies with broader corporate goals
- Oversaw multi-million-dollar national contracts, ensuring flawless execution of communications, vendor negotiations, and logistics, resulting in maximized ROI and elevated event experiences
- Pioneered digital transformation in event management, enhancing participant engagement, content delivery, and real-time transparency, significantly improving attendee satisfaction and program effectiveness
- Collaborated with senior leadership to implement high-impact process improvements in logistics, risk management, and vendor relations, leading to enhanced service quality and further cost reductions.
Corporate Vice President, Head of Agent Training
New York Life Insurance Company (NYL)
White Plains
01.2015 - 01.2018
- Led a high-performing team to deliver tailored training programs to over 12,000 agents and 780 field managers nationwide, driving measurable performance improvements and aligning training with strategic corporate initiatives
- Spearheaded a comprehensive nationwide training strategy, integrating cutting-edge technologies and developing scalable learning solutions that resulted in enhanced agent competencies and productivity
- Played a key role in vendor management, overseeing the selection and collaboration with external partners for curriculum development, ensuring alignment with company standards and objectives
- Optimized training operations, improving workflow efficiencies, accelerating content delivery, and increasing learner engagement through a mix of in-person and digital training modalities.
Assistant Vice President, Head of Registered Rep Training
New York Life Insurance Company (NYL)
Sleepy Hollow
01.2009 - 01.2015
- Led the development of NYLIC U’s first national instructor-led course, enhancing training delivery for Registered Representatives through comprehensive program design and execution
- Managed the creation of 172 Partner and Facilitator Guides, impacting 780 field managers and improving technical, product, and soft skills training across 116 offices
- Drove initiatives to improve sales performance, aligning training with corporate goals, and enhancing representatives’ technical and interpersonal skills through innovative program designs.
Assistant Vice President, Head of Sales Training
Invesco (formerly OppenheimerFunds Inc)
New York
01.2004 - 01.2009
- Designed and executed a comprehensive sales training curriculum, building the program from the ground up and delivering impactful training for the entire sales force across multiple locations
- Recruited and developed a high-performing sales training team, delivering consistent and results-driven training to both new and seasoned sales representatives in NYC and Denver
- Formulated and implemented training policies, ensuring alignment with corporate initiatives and continually optimizing programs to meet business demands.
Education
Master of Business Administration (MBA) - Marketing
Boston University
Boston, MAMaster of Science (MS) - Communications
Boston University
Boston, MABachelor of Arts (BA) - Psychology, Pre-medical Program
Boston College
Chestnut Hill, MASkills
- Team Leadership
- Strategic Planning
- Contract Negotiation
- Operations Optimization
- Change Management
- Program Management
- Project Management
- Problem Solving
- Process Improvement
- Relationship Management
- Change Management
- Event Management
- Learning & Development
- Instructional Design
Certification
- Securities Licensed Series 7
- Securities Licensed Series 63
- Securities Licensed Series 24
Timeline
Corporate Vice President, Head of Life/Health & Securities Licensing
New York Life Insurance Co (NYL)
01.2020 - Current
Corporate Vice President, Head of Field Development Operations & Logistics
New York Life Insurance Company (NYL)
01.2018 - 01.2020
Corporate Vice President, Head of Agent Training
New York Life Insurance Company (NYL)
01.2015 - 01.2018
Assistant Vice President, Head of Registered Rep Training
New York Life Insurance Company (NYL)
01.2009 - 01.2015
Assistant Vice President, Head of Sales Training
Invesco (formerly OppenheimerFunds Inc)
01.2004 - 01.2009
- Securities Licensed Series 7
- Securities Licensed Series 63
- Securities Licensed Series 24
Master of Business Administration (MBA) - Marketing
Boston University
Master of Science (MS) - Communications
Boston University
Bachelor of Arts (BA) - Psychology, Pre-medical Program
Boston College
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