Kiesha Jones
Greensboro,NC
Summary
Well-versed in managing complex treasury and equity compensation implementations in the financial and equity service industries with a flexible and quality-focused mentality. Gifted in handling day-to-day and exceptional situations with a self-directed and level-headed style. Adds value to any organization in need of great collaboration, interpersonal, and multitasking abilities.
Overview
24
24
years of professional experience
Work History
Senior Implementation Project Manager
Fidelity Investments
Durham, NC
03.2022 - Current
- Onboard clients to Fidelity's stock plan platform
- Collaborate with stakeholders to ensure that requirements were met within specified timelines.
- Coordinated resources across multiple departments to ensure smooth delivery of projects on time and on budget.
- Build clients equity compensation plans while implementing Fidelity's best practices.
- Prepared detailed reports outlining project progress, risks, issues and recommendations for senior management review.
- Conducted regular meetings with stakeholders to discuss project updates, resolve conflicts and address any questions or concerns.
Senior Treasury Implementation Consultant
Wells Fargo
Greensboro, NC
11.2011 - 03.2022
- Served as single-point-of customer contact for all treasury implementation procedures, onboarding and consult directly with sales partners, technical product consultants, and Wells Fargo relationship management teams.
- Managed full project lifecycles beginning at inception and ending with customer-facing deployments.
- Liaised with key stakeholders to obtain details on project scope, component requirements and duration restrictions.
- Prepared detailed project plans, incorporating activity definitions, task sequencing layouts, resource requirements and timeframe estimates.
- Ensured compliance with all relevant policies, procedures and regulations throughout the life cycle of each project.
Wholesale Relationship Specialist
Wells Fargo
Greensboro, NC
04.2005 - 10.2011
- Collaborated with internal departments to ensure timely delivery of banking services.
- Organized and attended regular meetings with clients to review their portfolio performance.
- Assisted in preparing loan documents for prospective borrowers.
- Analyzed financial data and identified trends or discrepancies in account activity.
- Resolved customer complaints promptly and effectively while ensuring compliance with regulations.
- Participated in community outreach initiatives related to financial literacy programs.
- Coordinated cross-functional teams in order to develop customized solutions for complex customer needs.
- Performed quality assurance checks on completed work prior to submission.
Treasury Implementation Project Manager
Wachovia Bank NA
Winston-Salem, NC
10.2003 - 03.2005
- Managed overall progress of the implementation process to ensure timely completion.
- Provided technical support when required during installation, configuration or testing phases.
- Conducted regular meetings with stakeholders to discuss project updates, resolve conflicts and address any questions or concerns.
- Coordinated resources across cross-functional departments to ensure smooth delivery of projects on time and on budget.
- Prepared detailed project plans, incorporating activity definitions, task sequencing layouts, resource requirements and timeframe estimates.
Financial Specialist
Wachovia Bank NA
High Point, NC
01.2003 - 09.2003
- Reviewed financial statements to identify and resolve discrepancies.
- Coordinated funding requirements with clients and drafted documents while analyzing, tracking and reporting data.
- Offered financial input to prepare and implement plans and processes for risk, financial and management controls.
- Prospect and identify qualified leads for existing customers.
- Provide financial consulting to existing and prospective customers and assessing long-term goals.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Small Business Relationship Sales Manager
Legacy First Union/Wachovia Bank
Charlotte, NC
01.2002 - 01.2003
- Established relationships with key clients, while maintaining existing customer base.
- Created and presented monthly reports to management on sales performance.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Participated in negotiations with vendors regarding product purchases or contracts.
- Performed analysis of current processes within the sales department to identify areas needing improvement.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Senior IT Recruiter
TEKsystems
Greensboro, NC
06.2000 - 11.2001
- Developed and implemented comprehensive recruiting strategies to identify, attract and hire qualified IT professionals.
- Managed full cycle recruitment process including sourcing, interviewing, reference checks and offer negotiations.
- Conducted in-depth interviews with potential candidates to evaluate skills, experience and qualifications.
- Created job postings on various job boards, social media sites and professional networks.
- Coordinated recruitment activities with hiring managers to ensure successful onboarding of new hires.
- Maintained a database of potential candidates for future needs.
- Assisted in developing compensation packages that are competitive in the market place.
- Negotiated salary offers with selected applicants ensuring compliance within company policies and procedures.
- Ensured all relevant employment documents were completed accurately prior to start date of new hires.
Education
MBA - Project Management
Capella University
Minneapolis, MN05-2010
Bachelor of Science - Human Development And Family Studies
The University of North Carolina At Greensboro
Greensboro, NC05-2000
Skills
- Project Management (Agile and Waterfall)
- Business Analysis
- Issue Resolution
- Change Management
- Anti-Money Laundering (AML) Training
- Cross-Functional Team Leadership
- Vendor Selection
- MS Office
- Tableau
- Salesforce
- Customer Service
- Jira
- Scrum Methodology
- Onboarding
- Bank Secrecy Act (BSA)Training
- USA Patriot Act Training
References
References available upon request.
Timeline
Senior Implementation Project Manager
Fidelity Investments
03.2022 - Current
Senior Treasury Implementation Consultant
Wells Fargo
11.2011 - 03.2022
Wholesale Relationship Specialist
Wells Fargo
04.2005 - 10.2011
Treasury Implementation Project Manager
Wachovia Bank NA
10.2003 - 03.2005
Financial Specialist
Wachovia Bank NA
01.2003 - 09.2003
Small Business Relationship Sales Manager
Legacy First Union/Wachovia Bank
01.2002 - 01.2003
Senior IT Recruiter
TEKsystems
06.2000 - 11.2001
MBA - Project Management
Capella University
Bachelor of Science - Human Development And Family Studies
The University of North Carolina At Greensboro
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