Liset Acosta

Responsible for the execution of end‐to‐end change management strategies for strategic efforts. Managed high-impact projects from inception to completion, consistently delivering results on time and within budget constraints.

• Partner with Business Leaders to identify impact, measures to support sustainable outcomes.
• Leverage strategic consultation skills to coach/advise and influence strategic decisions of business leaders on people‐related change strategies and change risk mitigation approaches.
• Collaborated with cross-functional teams to develop and execute strategic initiatives aligned with organizational objectives.
• Develop detailed, highly creative & impactful strategies that align and integrate other capabilities and are grounded in data‐based decisions and stakeholder input.
• Identify and assess risks, issues, and opportunities with impacts for stakeholders related to other change underway and coordinate with those teams to integrate and align efforts, through the stakeholder lens.
• Implemented innovative solutions for optimizing processes, resulting in increased efficiency and reduced costs.
• Spearheaded the development of strategic plans, ensuring alignment between short-term tactics and long-term goals.
• Led brainstorming sessions, fostering a culture of innovation and creative problem-solving within the organization.
• Drive and recommend improvements in Change Management and industry "best in class" practices

Consult with financial advisors, field leaders and network offices on how to adopt the organization's financial planning services within their operations practices. Manage consulting requests from a variety of internal sources and communicate the full range of financial planning services offered through all financial planning service models to accurately assess which service model is the best fit.

•Apply planning and/or investment knowledge in discussions on financial planning services with network offices and advisors.
•Integrate best practices and knowledge to discuss with advisor(s) how to fit financial planning into their practice and align expectations.
•Partner with field operations teams to identify and execute on workflow modifications in order to effectively adopt desired financial planning services
•Interpret the needs of the advisor based on research, creates, and executes a tailored on-boarding experience
•Partners with service development and operations to assess and meet field demand and improve the field experience based on field feedback.
•Uses a customer and subscriber centric lens to define and execute on improvement opportunities regarding the end-to-end lead to on-boarding experience.
•Perform analysis on feedback, data and insights to identify trends and opportunities for improving the lead through onboarding experience and makes changes to the processes based on feedback.

Develop and execute regional growth strategy to drive revenue in partnership with sales leadership. Build an intentional office culture and define and broaden market branding with internal and external customers and financial professionals to drive results. Lead, manage, coach and develop leaders, consultants, managers, field staff in the profitable acquisition, retention and growth of business centers assigned in IL, WI, Eastern IA, Michigan and Indianapolis.

• In partnership with local sales leadership, develop and execute a 3 to 5-year growth strategy for assigned business centers.
• Implement growth strategy externally by establishing strong working relationship with key internal and external customers; serving as the company leadership representative at meetings and functions and communicating the local brand.
• Drive growth strategy internally by maintaining knowledge of emerging market trends, assessing the impact and communicating barriers to success with leadership; developing local strategy for the customer experience, supporting change management and department or enterprise initiatives, defining and implementing best practice improvements.
• Influence global process change and serve as subject matter expert and liaison to other business centers.
• Build organizational capability by hiring, leading, retaining and providing training and development opportunities for all personnel in an assigned business centers.
• Cultivate new leadership talent within existing organization and engage in development and succession planning of current leaders.
• Promote business literacy and competency development.
• Ensure office culture is perpetuated through expert hiring of defined skill sets and recognizing and rewarding results.
• Provide ongoing leadership, motivation, and coaching.
• Oversee local marketing activities that to the overall growth strategy for a given market.

Responsible for daily operations and staff in five Principal Business Centers/offices in Wisconsin. Partner with Regional Managing Director and Managing Directors to define and meet growth objectives. Create Operational strategy that aligns with overall organizational objectives: Recruit, Revenue and Retain.

• Supervised operations staff and kept employees compliant with company policies and procedures.
• Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
• Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
• Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
• Led hiring, onboarding and training of new hires to fulfill business requirements.
• Developed systems and procedures to improve operational quality and team efficiency.
• Analyzed and reported on key performance metrics to senior management.
• Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
• Introduced new methods, practices, and systems to reduce turnaround time.

Direct liaison responsible for Private Wealth Management/Operations relationship by providing Client Specialists and Financial Advisors a primary point of contact for all their business needs. Own client issue resolution by managing handoffs to subject matter experts and other Operations departments to ensure questions and issues are resolved and delivered to the client’s satisfaction.


• Provide complex problem solving and identify opportunities for optimizing business productivity throughout the Client Account Management processes
• Maintain an understanding of the issues with internal partners and share information and key updates with the Operations team.
• Partner with Operations leadership to adhere to regulatory guidelines
• Drive efforts to effectively source and gain feedback on service levels; recognizes client issues and initiates resolutions while working with internal parties for corrective action and management for process improvements
• Support, mentor, and educate team with knowledge required to orchestrate successful handoffs throughout and upon the completion of account opening and relationship managing

Assist Document Control Manager with supervision of department functions which include the following duties: client account documentation, account maintenance, account online setup and maintenance, E-Delivery setup and maintenance, LiquidOffice account processing, Client Identification Program (CIP), client statements, client confirmation and retrieval of archived client data.


• Examine and evaluate the performance and conduct of associates in the department and assist in the annual review process
• Facilitate continuous improvement projects and provide recommendations by leveraging technology
o Saved firm approximately $100k in annual paper costs by integrating technology with daily processing
• Seek out improvement opportunities by continuously evaluating processes, procedures, and policies to expose roadblocks and hurdles in order to streamline processes to increase efficiency without sacrificing quality or service
o Created paperwork workflow that allowed for same-day new account opening & processing
• Train and coach new and existing associates in various job functions and procedures
• Implement and have a firm knowledge of regulatory policies and procedures

Serve as the primary liaison to businesses throughout Greater Milwaukee, assisting each company with running employee giving campaigns

•Develop and maintain a positive, professional working relationship with each assigned account
•Provide necessary campaign materials, presenting to employee groups, and/or coordinating agency tours and speakers
•Educate employees about the impact United Way creates through funded-programs and services
•Ask employees to support United Way funded agencies by donating to their campaign
•Share responsibility for achieving assigned dollar and participation goals established by United Way volunteers and staff
•Maintain complete and accurate records of assigned accounts within United Way’s internal data management tool

Travel the country to different Baird offices to provide a “one-stop-shop” for transitioning financial advisors and their assistants

• Introduce Baird’s products and services as the financial advisor’s business necessities
• Provide on-site training of Baird’s technology systems, procedures, compliance policies and culture
• Meet with clients daily to review new account paperwork and account services specifics
• Open new client accounts, process large influxes of paperwork at a time and check for accuracy after account transfer complete
• Work with transition team manager, regional directors and executive assistant to continuously improve the transition process