Melanie Pickett
Lake Forest,IL
Summary
Proven executive eager to develop and lead high-performing organizations. Skilled in strategic planning, financial management, and governance with strong understanding of the wealth management & institutional investment management industries. Collaborative with relentless work ethic. Expert in operations & technology, adept at driving digital transformation and fostering employee and community engagement.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Executive Vice President, Head of Asset Owners
Northern Trust
01.2017 - Current
- Leading the division responsible for 20% of the bank's revenue and 50% of its AUC and AUM, as well as 1000+ employees who perform alternative asset operations and investment performance/analytics
- Driving organizational, industry. and digital transformation through the development of best-in-class teams, products and services
- Besting all financial goals, both net new business as well as expense management & error reduction
- Active in many firm-wide initiatives and organizations, serving on the board of the broker-dealer
Chief Operating Officer & Managing Director
Emory Investment Management
08.2011 - 01.2017
- Responsible for all activities across operations, technology, risk, legal, human resources, finance, tax and audit
- Developed and executed multi-year strategic plan to improve operations and technology infrastructure
- Served on the investment committee, performed operational due diligence on hundreds of investment managers & general partners, and successfully navigated the organization through several shifts in investment strategy and asset allocation techniques
- Created peer alliance and regulatory advocacy between endowment & foundation COOs
Executive Director, Head of Strategic Services
Morgan Stanley Wealth Management
01.2001 - 08.2011
- Led the project & product management office which executed on all operations & technology initiatives related to the Private Wealth Management strategic business objectives
- Served as the Operations Lead for the post-merger integration activities of the Morgan Stanley Smith Barney joint venture
- Oversaw strategic initiatives related to portfolio accounting, regulatory adherence, trade order management, client reporting, performance and risk analytics, and global expansion
- Started as a portfolio analyst and was promoted through 6 levels to Executive Director in less than 10 years
Education
Executive Master's of Technology Management - MBA/MSE
The Wharton School & University of Pennsylvania
Philadelphia, PA2006
Bachelor of Arts - Political Science
University of Georgia
Athens, GA1999
Skills
- Executive Leadership
- Strategic planning and execution
- Governance and Financial Oversight
- Digital Transformation
- Operations & Technology Management
Affiliations
- Economic Club of Chicago
- Board of Directors, Northern Trust Securities Inc
- Board of Directors, Investment Management Due Diligence Association
Certification
- Certified Due Diligence Analyst
- SIFMA Securities Industry Institute
- Former Series 7, 27 (Financial-Operations Principal)
Timeline
Executive Vice President, Head of Asset Owners
Northern Trust
01.2017 - Current
Chief Operating Officer & Managing Director
Emory Investment Management
08.2011 - 01.2017
Executive Director, Head of Strategic Services
Morgan Stanley Wealth Management
01.2001 - 08.2011
Executive Master's of Technology Management - MBA/MSE
The Wharton School & University of Pennsylvania
Bachelor of Arts - Political Science
University of Georgia
- Certified Due Diligence Analyst
- SIFMA Securities Industry Institute
- Former Series 7, 27 (Financial-Operations Principal)
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