Neil C Lovato
Thornton,CO
Summary
Results-driven Transition Management Professional experienced in guiding organizations through significant changes. Achieved impactful results by fostering collaborative environments and leading teams through complex transitions. Focused on delivering continuous improvement and building professional relationships.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Transition Manager II
TIAA
12.2022 - Current
- Lead moderately complex to highly complex implementation projects in the South Central market, including many top 200 clients
- Managed complex client relationships by developing detailed project plans that ensured timely delivery and high-quality outcomes through regular status updates
- Led cross-functional teams of business partners in a highly matrixed environment to achieve project goals and improve collaboration
- Represent IRPS on strategic projects
- Mentor and assist newer/less experienced team members in group setting or one on one
- Lead by example by sharing successful outcomes, issues in a positive way to inspire other TM to share for better IRPS growth
- Provided consistent feedback on internal tools and procedures to identify and escalate potential risks, enhancing overall project management processes
- Experienced in Unified Desktop, PlanFocus, Salesforce, RDS, Menu Builder, Source, Amber Tool, PID, FAST document, Word and Excel.
- Coordinated transition plans across stakeholders to support seamless business process migrations.
- Documented workflows, controls, and dependencies to maintain implementation accuracy and consistency.
Transition Manager I
01.2021 - 12.2022
- Lead simple to moderately complex implementation projects in the South Central market
- Address client, consultant and business partners questions while setting proper expectations
- Assisted in the training of the Aug 2021 new hire group
- Previous RM/RPC experience
- Consistently provide feedback on internal tools and procedures
Retirement Plan Consultant
01.2019 - 01.2021
- Assist plan sponsors and consultants implementing plan design changes. Work directly with clients and advisors to explain our process and to gather all necessary pre-requisites to request a transition team.
- Support the transition team, client and consultant throughout the implementation process. Specializing with PlanFocus support including legal signers, access rights holders and OCL.
- Proactive and reactive conversations regarding implementations for 403(b), 401(a), 457(b) private, 457(f) and 415(m) plans.
Education
Associate of Science -
Parks Community College
Thornton, COSkills
- Change management
- Business analysis
- Stakeholder engagement
- Cross-functional coordination
- Innovation and creativity
- Organizational development
- Attention to detail
- Process optimization
- Quality assurance
- Excellent communication
- Teamwork and collaboration
- Relationship building
Certification
Series 6, Series 63 and Colorado insurance license
Timeline
Transition Manager II
TIAA
12.2022 - Current
Transition Manager I
01.2021 - 12.2022
Retirement Plan Consultant
01.2019 - 01.2021
Associate of Science -
Parks Community College