Lena Sesardic

Etsy Store Owner & Artist

Baddie Women's Circle

A bi-weekly virtual circle for the women who are letting go of a life, relationship, career or version of themselves that “makes sense” on paper for something that’s unorthodox but feels fully aligned.

Founder & Facilitator

The Authentic Advantage

AI & ChatGPT Business Coach

Tulum Girlies Group 👯‍♀️

Founder, Community Manager & In-Person Events Host

TikTok

I create funny & educational TikTok videos about the "casual" side of LinkedIn (handle: @contently_lena.)

My TikTok wins:
- Went from 0 to 100k likes and 13k followers in 14 days
- 15M+ views to date on TikTok
-50+ viral videos
-2000+ downloads of my free LinkedIn Profile Scorecard in 2 months from TikTok
- Collaboration with LinkedIn Marketing Partner, Transmission agency


Want me to create an engaging TikTok video for your brand? Email me at hello[at]lenasesardic[dot]com. 💌

Content Creator & Influencer

GrowthMentor

I'm a GrowthMentor helping product managers, marketers & founders with product management, content marketing, LinkedIn marketing, customer discovery & idea validation.

𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝘁 𝗺𝘆 𝗚𝗿𝗼𝘄𝘁𝗵𝗠𝗲𝗻𝘁𝗼𝗿 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 & 𝗯𝗼𝗼𝗸 𝗮 𝗳𝗿𝗲𝗲 𝗰𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗺𝗲 𝗶𝗳 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗜 𝗰𝗮𝗻 𝗯𝗲 𝗵𝗲𝗹𝗽𝗳𝘂𝗹. 💜

Growth Mentor

Medium

I contribute my writing on lenasesardic.com to two Medium publications:

Start it Up - the largest Medium publication in the world
Product Coalition - the largest Medium publication for product management

I'm also part of the Medium Partner Program.

Contributing Writer

Aviso Wealth

Managing the new NEI Investments website to make sure all content is up-to-date, on brand, and driving key metrics.

Using my PM mindset to run experiments and find new growth opportunities for the new website.

Senior Content Publisher

Product Owner

Transparent Media Studio

Product management can be a little nebulous if you've never been a PM before. Which is why tech companies hire a PM veteran like me to help them write about the craft in a credible way that converts leads to clients.

With 4+ years experience in the industry, I know the PM principles & concepts like the back of my hand and am familiar with the key thought leaders and schools of thought in the space.

You can hire me to do the following:

◆ SEO-optimized blog posts
◆ Newsletters
◆ Emails
◆ Ebooks
◆ Social media posts
◆ White papers

I also offer ghostwriting services for executives in the PM space.

If you want to work with me, send me an email at hello@lenasesardic.com 💌

--

My clients have included companies like Userpilot.com and Arc.dev. You can check out my writing samples attached here.

Freelance Writer / Ghostwriter

-Mentored/advised venture teams in idea validation, customer discovery and mindset.
-Mentored/advised aspiring product managers in how to break into product management.
-Collaborated with individuals & teams on various startup-related projects or side projects.

Mentor, Advisor & Collaborator

Be your unapologetic self & create epic LinkedIn content that converts 😈 //They call me "the LinkedIn Therapist"

Ready to build your Second Brain? 🧠

The Second Brain Project is a 4-week live cohort to help coaches, creatives, and business owners build a high-functioning network of GPTs that automate their workflows, multiply their time & use AI the way it was meant to be used: as your second brain.

By the end of the 4 weeks, you’ll walk away with:
✅ 5–15 GPTs that think like you
✅ A plug-and-play GPT Playground to use instantly
✅ Systems that actually run without your brain being the bottleneck
✅ Confidence to keep building GPTs that save time, increase capacity, and sound just like you


📌 WHAT'S INCLUDED:

- 4 x live weekly trainings (with replays)
- GPT Builder Pro (your personal GPT-building assistant)
- Playground of plug-and-play GPTs (e.g. Sales Call Decoder, Content Sculptor)
- My 6-Step GPT Your Brain Method
- Second Brain Architecture Template (Google Sheet + Notion)
- Bonus GPT Naming Guide

⏰ FAST PASS BONUS:
If you sign up within 48 hours (by Thursday at 10am PT / 1pm ET / 7pm CEST), you’ll also get:

🔓 Early Access to the GPT Library (April 28)
📞 Bonus Live Q&A Call with Me (May 6)


You're already paying $20/month for ChatGPT Plus, but you're using 5% of what it's actually capable of.

This isn’t just about ChatGPT. This is about you building a real system that:

- Thinks like you
- Speaks in your voice
- Handles work you don’t want to do

A system that scales your business & gives you your brain back.

Join The Second Brain Project: https://natural-temple-f15.notion.site/The-Second-Brain-Project-1d9921c15bdc80d09cb8ef9e0607f1fa?pvs=4

Founder & LinkedIn "Baddie" Business Coach 😈

I can help you confidently sell your 4- or 5- figure offers on LinkedIn and get high-calibre clients so you can generate more revenue for your biz, raise your prices and work less!

Priority Financial Group

As a member of the Executive Leadership Team, I provide strategic insights around business transformation, continuous improvement and change management requirements related to the advisor experience.

👉 Oversee the Financial Institution Relationship Management Team and Advisor Experience Teams.

👉 Provide leadership, insight and direction related to key areas including: Advisor Support, Training & Development, Advisor Transitions, Data Management & Reporting.

Senior Vice President

T. Rowe Price

As a Consultant, I was responsible for:

👉 Led cross-functional working team including SMEs, client facing associates, marketers, and creative agency resources to bring insights to life in a compelling and actionable way.

👉 Leveraged both proprietary and external research to increase reach, maximize adoption and encourage organizational scale.

👉 Made VOS (voice of sales) and VOC (voice of client) integral to the ideation and development process, including potential co-development opportunities with key strategic partner clients.

👉 Created end-to-end programs that consist of a standard, but flexible set of deliverables to ensure programs are consistent in style and approach, while also being differentiated and relevant.

Consultant - Advisor Insights/Practice Management 

Carrie L. Kimberley Consulting Services 

My clients trusted me to assist with their business transformation, change management and learning and development needs in the financial services industry as well as strategies to increase engagement and provide a differentiated and best in class client experience. This includes:

👉 Spearheaded initiatives to improve Voice of Employee (VoE) strategies to increase Net Promoter Score (NPS).

👉 Devised new change management plan to boost employee competencies by increasing awareness and uptake in ongoing employee professional development opportunities.

👉 Analyzed Advisor training tools and resources including accessibility and usage and devised 
recommendations to address identified gaps, improve user experience and increase enterprise wide adoption.

👉 Facilitated Voice of Client (VoC) research to acquire feedback on high new worth wealth 
management services and uptake. Presented suggestions to improve cross selling opportunities and increase customer loyalty.

 Business Consultant

At Aviso Wealth, (formally known as Credential Financial Services), I executed the following:

👉 Promoted to VP after Credential merger with Qtrade and NEI to direct and led key aspects of merger related integration and optimization initiatives. Key member of business transformation team working closely with PMO and other internal and external stakeholders, ensuring alignment of vision and commitment to project requirements and timelines.

👉 Directed a skilled team of Learning & Development professionals and supported over 4,000 investment advisors with their training, professional development and business practice needs.

👉 Realized cost reductions of $1 million+ annually through effective negotiations, and maximized 
efficiencies by finalizing project deliverables within predefined constraints, eradicating emerging 
risks and minimizing business interruptions.

👉 Designed and launched numerous strategic partner and advisor programs to support strategic initiatives while aligning with stakeholder needs and building a collaborative working environment.

👉 Chaired and participated in several advisory councils to address key areas including Client  Experience (CX), User Experience (UX), Diversity, Equity and Inclusion (DEI), and Operational Effectiveness. Used participant feedback to assist with Head Office decision-making and prioritization.

👉 Extensive optimization initiatives including: reducing advisor onboarding times more than 20% through digitization and process improvement initiatives to streamline the flow of information internally.

Vice President, Business Practices 

Credential

As Director, I was department head leading a team of 12 industry experts, including an internal advisory team. Created numerous programs and resources that supported investment advisors and their teams with related business needs - including business development, 1:1 and group coaching, and practice optimization. I also:

👉 Collaborated with executive team to set goals and align with organizational strategic direction, resulting in consistent achievement of KPI targets.

👉 Exceeded growth targets by 20%+ YoY by collaborating with cross-functional teams and 
stakeholders to integrate wealth management strategies and boost sales penetration.

👉 Executed all change management needs for multiple enterprise level initiatives, driving adoption and incorporating new policies and procedures to mitigate risks.

👉 Advanced continuous improvement behaviors and capabilities using lean methodologies to streamline and optimize operational procedures.

👉 Oversaw development of sought after best-in-class practice management program and supplementary resources with substantial uptake by B2B partners and advisor teams.

Director, Practice Management/Advisor Experience

ScotiaMcLeod

I was entrusted to oversee the HNW wealth management pilot program for ScotiaMcLeod that incorporated five business lines (private banking, investments, trust services, insurance and financial planning) into one cohesive team that delivered exceptional holistic wealth advice to clients. In this role, I:

👉 Reviewed program performance, compiled datasets, and created scorecards for executive leadership and advisory teams enabling informed decision-making.

👉 Headed all change management requirements, including revitalizing existing process models and deploying new technology to boost team efficiency and productivity and enhance the client experience.

👉 Surpassed client engagement targets 40%+ through strong team collaboration, uncovering client pain points and providing customized solutions that amplified the collective value proposition.

👉 Strengthened commitment, accountability and communication among executive leadership by developing a shared metrics dashboard and encouraging collaborative dialogue across business lines.

Team Manager - Wealth Management

As a passionate, results-focused leader and business strategist, I bring sought after expertise in strategic planning and execution, including business transformation and enterprise wide fintech implementation in the wealth management industry. With a relentless focus on the advisor and client experience along with a passion for change management, I have a proven track record in supporting wealth advisory teams with their growth goals, staying ahead of industry trends, driving successful M&A projects and implementing innovative technologies at scale.

Recognized for my ability to develop high-performing teams and align business initiatives for maximum impact and engagement, I excel in making data-driven decisions and uncovering opportunities for continuous improvement and business automation in wealth management operations so that team members can focus on serving their clients.

Expert with C-Suite communication and engagement strategies that drive cross functional team commitment. I am also a dynamic thought leader and sought-after keynote presenter / contributor for corporate events and industry publications.

If you're seeking a passionate and innovative financial services professional with strong leadership acumen, a track record of exceeding targets and exceptional project execution, let's connect and explore how I can contribute to your organization's success.

taplio

The Battle

Lena Sesardic

Carrie Kimberley

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