Carrie Kimberley's Linkedin Analytics

Results focused leader and business strategist with sought after experience in strategic planning and execution. Directed the development and implementation of enterprise-wide initiatives and programs to support advisory teams. Passionate change management expert with proven success in business transformation, client and user experience (CX and UX), learning and development, change management and regulatory and risk requirements. Proficient in developing high performing teams and building alignment and visibility for high-impact projects, making data-driven decisions, implementing robust execution plans with a focus on change management and uncovering continuous improvement and business automation opportunities to increase operational excellence capabilities. 🏆Following are some of the highlights of my career: 👉 Headed successful implementation of industry-leading tools and technologies for advisors to drive enterprise-wide innovation by collaborating with vendors, external IT experts, and Fintech software providers. 👉 Successfully led multiple merger and acquisition (M&A) projects, including strategic planning and execution, change management requirements resulting in high engagement and adoption. 👉 Decreased client and advisor onboarding time by 20% through seamless implementation of innovative technologies to expedite the onboarding process. 👉 Chairperson for Advisor Roundtable Committee and key member of digital wealth operation committee and wealth management advisory council encouraging multi-stakeholder engagement to capture business development and client experience improvement opportunities. 👉 Achieved substantial cost savings of $1 million+ annually for partners by conducting extensive research and negotiating favourable terms and conditions. I possess strong leadership acumen with proven experience developing high performing teams with record of exceeding year over year targets. I excel at balancing multiple complex tasks within deadline-driven environments while providing superior organization and communication skills. Want to know more about my experience, passion, areas of expertise, or the improvements I can make to your organization?