Katie Delwiche
Summary
Passionate and results-oriented leader with extensive experience developing and implementing product roadmaps.
My super power is the ability to navigate teams through ambiguity and complexity towards a common goal. I am able to take a strategic idea all the way through to implementation by focusing on critical path and continually making progress. I excel at translating complex, technical concepts into easy-to-understand, intuitive, and user-friendly requirements.
Overview
26
26
years of professional experience
Work History
Senior Manager, Delivery
F2 Strategy
12.2022 - 09.2023
- Led a team of cross-functional delivery experts responsible for implementing product roadmaps for clients
- Provided strong leadership to enhance team productivity and morale.
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Defined metrics to measure quantifiable success on roadmap delivery
- Translated existing strategic objectives into execution; through introduction of “Delivery Plan” methodology to drive transparency and accountability.
Manager
F2 Strategy
08.2021 - 12.2022
- Translated complex concepts into actionable roadmaps by ensuring product goals and features are clearly communicated and understood
- Led analysis and execution of technology roadmaps focused on advisor experience, process automation, and service excellence
- Conducted current state assessments, designed future states, and created technical requirements for implementation
- Maintained direct accountability for key client accounts through thoughtful and consistent account and relationship management.
- Conducted assessments and counseled clients regarding controls, risks, process issues and productivity inefficiencies.
Senior Business Initiatives Consultant
Wells Fargo
02.2015 - 08.2021
- Led a cross-functional team across wealth management to redesign and implement a revamped customer experience strategy by focusing on customer value
- Owned the portfolio rebalancing and trading solutions product
- Developed strategy, captured ideas, prioritized work, and created visual roadmaps.
- Collected various reports and information regarding client's business by interviewing, shadowing and analyzing reports.
Project Manager
Wells Fargo
12.2012 - 02.2015
- Guided customer experience initiatives and projects across the bank, sharing best practices to shine the light on platform results, KPIs, and identify strategic initiatives that will assist in evolving and improving customer product adoption and retention
- Managed investment technology projects within division, communicated procedures and enhancements, and aligned projects with strategic and tactical objectives, maintaining robust and consistent controls.
Operations Manager
Wells Fargo
12.2011 - 12.2012
- Owned day-to-day operations, managed relationship with the vendors, and coordinated with technical and data teams to enhance data integrations and process automation
- Led and managed teams to create an industry-leading digital wealth management platform providing next-generation tools and investment products
- Led operations and technology efforts to manage and drive efficiencies across operations, portfolio management, and trading teams.
Operations Analyst
Wells Fargo
08.2008 - 12.2011
- Responsible for audit oversight and documenting operational processes
- Supervised a staff of analysts who support middle office activities
- Key member of cross-functional, cross-organizational transition team to integrate two divisions within the wealth management division.
- Created custom reports and visualizations to support decision-making processes.
Reporting Manager
AXA Investment Managers
02.2004 - 08.2008
- Developed all reporting, including client statements, compliance, performance, and marketing materials for global clients
- Responsible for the external audit process which verified GIPS and performance calculations.
- Generated financial and operational reports to assist management with business strategy.
Quantitative Analyst
Securian Asset Management
01.2002 - 08.2003
- Designed and created reports to enable Portfolio Managers to analyze their portfolios including cash flow, rating changes and tracking error
- Maintained the portfolio analytics tool kit by updating holdings and prices daily.
- Developed rebalancing strategies to minimize risk exposures.
Business Analyst
Ameriprise
06.1997 - 12.2001
- Supported investment team by creating a propriety tool used to analyze client portfolios against an index
- Developed reports using Crystal, MS Query and Access
- Provided process review and reporting support.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Education
MBA - Information Technology
University of Saint Thomas
St. Paul, MN08.2003
Bachelor of Science - Accounting
Winona State University
Winona, MNSkills
- Technology Implementation
- Continual Process Improvement
- Project Planning and Management
- Agile
- Empowering Leader and Mentor
- Change Management
- Product Roadmap and Strategy
- Stakeholder Management
Timeline
Senior Manager, Delivery
F2 Strategy
12.2022 - 09.2023
Manager
F2 Strategy
08.2021 - 12.2022
Senior Business Initiatives Consultant
Wells Fargo
02.2015 - 08.2021
Project Manager
Wells Fargo
12.2012 - 02.2015
Operations Manager
Wells Fargo
12.2011 - 12.2012
Operations Analyst
Wells Fargo
08.2008 - 12.2011
Reporting Manager
AXA Investment Managers
02.2004 - 08.2008
Quantitative Analyst
Securian Asset Management
01.2002 - 08.2003
Business Analyst
Ameriprise
06.1997 - 12.2001
MBA - Information Technology
University of Saint Thomas
Bachelor of Science - Accounting
Winona State University
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