Michelle Wartman
Bromley,KY
Summary
Strategic-thinking Communications professional adept at writing, editing, and shaping copy to meet specific needs, enhance perception, and drive change with both internal and external executive-level communications. Decisive and focused with expertise in team leadership, program management, and complex problem-solving, as well as excellent customer relations aptitude and relationship-building skills. Champion in identifying opportunities, streamlining processes, and implementing practical business strategies with a commitment to staying informed about the latest trends, technologies and best practices.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director, Sponsor Engagement Communications
Fidelity Investments
11.2021 - Current
- Own, manage, and support Executive Services Onboarding and Sponsor Engagement resources end-to-end.
- Continuously collect feedback and use data to measure success and iteratively improve the program resources and communications.
- Technology fluency to leverage data analytic insights for informed decision-making in critical areas such as resource need and development, strategic initiatives, and program scale.
- Understand business strategy and connect it to a talent and learning strategy for the creative of strategy & offering slides, PSE playbooks, and team processes and procedures.
- Work closely with organizational leadership in ambiguous situations and bring together diverse perspectives to drive action and desired outcomes for operational strategy.
Client Manager - Executive Services
Fidelity Investments
07.2019 - 11.2021
- Build effective relationships with plan sponsors to create and execute an impactful, comprehensive, integrated launch experience for the Executive Services program and to manage the program and communications on an ongoing basis.
- Coordinate to receive and code newly eligible executive populations (via Single Client Feed and Plan Sponsor WebStation) from all Executive Service clients. Also includes research and problem resolution when a break in the feed occurs.
- Improved program efficiency by leveraging agile methodologies, streamlining processes, and employing time-saving solutions with the implementation and development of the SharePoint site, JIRA Kanban board, and JIRA intake form process.
- Led change management efforts, supporting staff through management and transition of ES seminar program and continuity events.
Executive Services Onboarding Director
Fidelity Investments
07.2018 - 07.2019
- Led multiple, concurrent client launch campaigns by developing comprehensive project plans with clear timelines and milestones, to ensure timely product launches with high-quality results.
- Enhanced project visibility with regular status updates, leading to increased plan sponsor and client team engagement.
- Developed targeted presentations for clients, effectively showcasing the value of our services and products.
- Led the development of plan sponsor communications templates introducing and advocating for the offering.
- Championed best practices in project management, fostering a culture of continuous improvement for the team.
Relationship Manager, Executive Services
Fidelity Investments
04.2016 - 07.2018
- Collaborated with Executive Planning Consultants and C-level executives to develop long-term financial plans.
- Facilitated business plan organization and effective book management.
- Drove engagement and awareness of the Executive Services offering through tactical outreach strategies; along with developing and revising B2B2C participant engagement templates.
- Created financial dashboards to provide insights into key performance indicators.
- Spearheaded initiatives aimed at improving internal processes, leading to greater efficiency in relationship management tasks, including leading the launch of Salesforce for ES.
Project Manager, Opportunity Testing Group
Fidelity Investments
01.2014 - 04.2016
- Collaborated with business partners to understand client behavior and how it applies to business objectives; negotiated deliverables; developed new/alternative business opportunities; developed sales scripts and language; and delivered project research.
- Administered, maintained, and monitored the Microsoft Access database, coaching ~25 reps and training another 10 database managers to expand the team capacity, allowing for multiple projects to run simultaneously.
- Designed and executed client questionnaires coordinated with data point capture for test projects to provide exclusive client feedback for national marketing campaigns.
- Executed project scoping, database optimization, questionnaire development, lead list procurement and formatting, data collection, and integrity management, along with the executive summary presentation creation, and delivery.
Investment Solutions Representative
Fidelity Investments
09.2011 - 01.2014
- Established credibility with clients through consistent demonstration of industry knowledge, ethical practices, and commitment to their financial well-being.
- Leveraged Consultative Selling Skills to enhance client satisfaction by providing tailored investment solutions and personalized financial advice.
- Effectively communicated complex investment concepts to clients in a clear, concise manner that facilitated understanding and decision-making.
- Collaborated with business partners to improve outbound calling engagement and productivity within the department.
- Worked with national VOCAs as a process improvement champion to improve customer and representative experience.
Private Wealth Management Relationship Manager
First Tennessee Brokerage
04.2008 - 09.2011
- Conducted regular reviews of clients' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Led workshops and presentations on various aspects of retirement planning, increasing awareness and engagement among plan participants with respective clients.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Defined Contribution & Retirement Representative
Fidelity Investments
04.2006 - 04.2008
- Used consultative selling and profiling skills to access, identify, and explain appropriate retirement solutions to the workplace investor
- Educated clients on the importance of diversification and risk management in their retirement portfolios.
- Guided clients through the process of selecting appropriate investments and educated clients on potential risks and rewards associated with various investments.
- Provided ongoing support during life transitions such as job changes or family growth, and adjusted plans accordingly for evolving needs.
- Informed clients of strategies for reducing debt and maximizing savings, helping clients to make informed decisions about their financial future.
Education
Bachelor of Arts - Ethical Leadership
Thomas More University
Crestview Hills, KY05.2022
No Degree - Bachelor of Science in Nursing (BSN)
University of Cincinnati
Cincinnati, OHSkills
- Corporate Communications
- Strategic Planning
- Project Coordination and Management
- Business and Staff Development
- Verbal and Written Communication
- Creativity and Innovation
- Content Development
- Problem-solving and Process Improvements
- Team Collaboration
- Executive Presence
- B2B & B2B2C Marketing
Certification
Financial Industry Regulatory Authority (FINRA) licenses:
- Series 7 General Securities Registered Rep
- Series 63 Uniform Securities Agent
- Series 66 Uniform Investment Advisor
Timeline
Director, Sponsor Engagement Communications
Fidelity Investments
11.2021 - Current
Client Manager - Executive Services
Fidelity Investments
07.2019 - 11.2021
Executive Services Onboarding Director
Fidelity Investments
07.2018 - 07.2019
Relationship Manager, Executive Services
Fidelity Investments
04.2016 - 07.2018
Project Manager, Opportunity Testing Group
Fidelity Investments
01.2014 - 04.2016
Investment Solutions Representative
Fidelity Investments
09.2011 - 01.2014
Private Wealth Management Relationship Manager
First Tennessee Brokerage
04.2008 - 09.2011
Defined Contribution & Retirement Representative
Fidelity Investments
04.2006 - 04.2008
Bachelor of Arts - Ethical Leadership
Thomas More University
No Degree - Bachelor of Science in Nursing (BSN)
University of Cincinnati
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