Keith Loeffler
Malverne,NY
Summary
Highly motivated executive with over 34 years of experience in the financial industry, excelling in high-pressure environments. Decisive, focused team leader with a proven track record in implementing change and improvements across cross-functional technology teams in complex environments.
Experienced leader of production support teams skilled in troubleshooting, problem solving, and process streamlining. Demonstrated ability to reduce costs and enhance productivity. Effective communicator with all levels of management including executives. Builds strong relationships and excels at coaching and mentoring.
Overview
8
8
years of professional experience
Work History
Head of Wealth Managment Production Services
UBS
Weehawken, NJ
01.2017 - Current
- Demonstrated rapid progression in leadership roles, providing technical business partnership and advisory support to WMA technology head, TS management team, and key business leaders.
- Successfully led a team of 250 technologists to deliver cutting-edge technology solutions for 5,000 Financial Advisors and clients in the US, encompassing trading, advisory services, banking, wealth planning, and client interactions.
- Aligned with strategic priorities to achieve greater business value and efficiencies in governance, automation, costs, and end-user productivity.
- Implemented change and improvements in a complex and disparate environment with cross functional technology teams.
- Achieved greater production stability through proactive low-cost, high value IT support model, resulting in 10% savings year-over-year.
- Transformed IT support into a business enabler, enhancing risk management and boosting market competitiveness through a customer-centric stability approach.
- Optimized production stability, performance and automation to maximize the supportability and recoverability needed for driving business success.
- Automated health checks, service restarts, and housekeeping to ensure application stability and availability.
- Developed high performing teams motivated to succeed, with a focus on mentoring and coaching team leaders.
- Demonstrated expertise in coordinating and overseeing diverse resources for the seamless execution of complex global initiatives
- Demonstrated exceptional communication skills with various levels of management, fostering strong professional relationships and providing guidance as a mentor.
- Managed and reviewed KPIs to drive performance management.
- Managed full lifecycle change management, including CABs, approvals, risk, and conflict management.
- Coordinated trading events, month end activities, and quarter end to optimize support and control.
- Managed BCM and Datacenter testing execution to ensure compliance with CDIO and Business requirements.
- Improved stability and operations through ongoing governance and communication in third-party vendor engagement within a fintech environment. Managed vendor change management to enhance visibility of changes affecting UBS clients, minimizing change-related outages.
- Streamlined daily routine tasks by implementing automation within the STEP (Simplification & Toil Elimination POD).
- Defined ecosystem for WMA cloud and hybrid platform observability and standardization.
- Reduced toil, increased productivity and minimized manual risks through automation of repetitive tasks, as well as leveraging and integrating AI and AIOps tools for enhanced efficiency.
Education
Bachelor of Arts - Communications
Fordham University
The Bronx, NY07-1986
Skills
- Optimal Customer Experience
- Team Leadership Development
- Excellent Communication
- Global Vendor Management
- Business Aligned IT Operations
- Quality Process Improvement
- RFP Contract Negotiations
- Business Continuity Management
- Infrastructure Capacity management
Timeline
Head of Wealth Managment Production Services
UBS
01.2017 - Current
Bachelor of Arts - Communications
Fordham University
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