Experience

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  Wells Fargo

  • Implementation Consultant/Project Manager

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  Wells Fargo Bank, Corporate Trust Services

  • Wells Fargo Corporate Trust; Columbia, MD

  • Implementation Consultant/Project Manager

    • Mar 2013 - Present
    • Wells Fargo Corporate Trust; Columbia, MD

    Working in Corporate Trust Services PMO, Jodi consults and provides influential leadership on projects and leads project teams towards successful solution and implementation planning, delivery to the field, and measurement of initiatives that are the most highly complex and strategic in nature. In this role Jodi partners with project sponsors and shared service teams to determine size, scope, impacts, risk, budget and strategy for initiatives that are division and corporate wide and have substantial risk or impact to the bottom line; Jodi provides matrix leadership to cross-functional teams to accomplish project tasks and goals, evaluate current business environment to determining the most effective implementation and change management strategies to influence successful outcomes, maximize effort, and minimize impact to normal business operations. In this role, Jodi often collaborates with line of business decision makers, subject matter experts, senior leaders as well as project sponsors and other key stakeholders to define project goals and objectives, design the appropriate change management strategy, focused communications and identify the learning business process model and/or timing/bundling for implementations and senior management review.

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  Independent Consultant/Contractor

  • Sales & Marketing Enablement | CRM Strategy & Process | Implementing Innovative Capabilities

    • 2012 - Mar 2013

    During transition from her prior role with T. Rowe Price, Jodi actively engaged in independent consulting and contract opportunities that allowed her to continue demonstrating her passion, enthusiasm, and drive for results that helped provide various organizations with customer focused solutions and consultative services that created create durable value and successfully acheived objectives. Examples of engagements:Gettyburg College - Independent Consulting - Siegfried Fellowship Program Development - partnered with college's Center for Career Development to define fellowship program goals and translate them into a viable operational strategy and tactical framework. Raandstad/(formerlyTechnisource) Contract Engagement - Wells Fargo Corporate Trust Services Project Management - Business Continuity Loss of Facility Project - Partnered with the division's BCP Operational Risk Consultant and technology resources to help develop and implement a loss of facility strategy for 2 key metropolitan locations.

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  Various Positions Over 23+ Year Career

  • United States
  • Financial Services
  • 700 & Above Employee

  • T. Rowe Price Investment Services, Inc.

    • 1989 - 2012

    Founded in 1937, Baltimore-based T. Rowe Price is a global investment management organization with over $500B in assets under management. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediariesDuring her 23+ year career with T. Rowe Price, Jodi held a variety of positions of increasing breadth, scope, and responsiblility across the firm's Retail Operations (TRPO) and Third Party Distribution (TPD) Institutional Sales divisions. As a proven high performer and driver for results, Jodi brought her passion for continuous improvement, a belief in collaborative processes, and a desire for knowledge and understanding of "the big picture" together to achieve and deliver long-term durable value to her internal customers and key stakeholders. Along this journey, Jodi also coached, mentored, and developed numerous associates to grow, stretch, and learn on their path to becoming valuable contributors to her high performing teams and also move on to promotional opportunities with the company.More detail on each of Jodi's recent roles with T. Rowe Price are provided below. Please reach out to Jodi for more information or for detailed examples of her work with T. Rowe Price.

  • AVP/Lead Manager - Mutual Fund Operations

    • 2001 - 2005

    As Lead Manager in the firm's quickly growing Third Party Distribution division, Jodi brought her knowledge from the Retail operations side of the business to manage mutual fund operations, administration, and firm/regulatory compliance related activities for the division's financial intermediary relationships with banks, broker/dealers, advisors, insurers, and recordkeeper/TPAs. In this role, Jodi helped put structure and process around the division's sales, marketing and business support activities with focus on the following key areas: - Oversight, governance, and coordination for the firm's sub-TA/administrative fee payment program and associated policies and procedures.- Operations and fund policy advocacy for financial intermediary relationships covering topics such as fee payment eligibility and processing, excessive trading, market timing, and redemption fees- Partner with functional teams to identify key stakeholder needs and advocate for divisional priorities relative to CRM platform design, process, training, and enhancements. - New fund implementation and sales support training- Development and management of the division's intranet portal and associated knowledge, communication and training resources- Business continuity program development, documentation and testing.

  • AVP/Lead Manager - Central Control & Compliance

    • Nov 1994 - Apr 2001

    In this role, Jodi was responsible for various transfer agency, fund administration, and reconciliation activities including ensuring effective business process and technology support for and the management and development of a large team of associates responsible for the following types of activities:- High quality adjustment transactions processing for retail and institutional client accounts- Cash management for deposit and disbursement transactions- Fund accounting liaison activities including mutual fund order and transaction estimations and gain/loss/dilution oversight- Risk,compliance and regulatory oversight including * fraud/risk management reviews * Federal and NRA withholding payments * B/C Notice processing * Unclaimed property/Escheatment management - Compliance continuing education training for multiple geographically located call and processing center sites - Special projects and assignments such as new fund implementations, fund mergers/acquisition implementations, and new automation and processing technologies.

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  T. Rowe Price - Third Party Distribution - Institutional Sales Division

  • Baltimore, Maryland Area

  • VP/Section Manager, Business Solutions & Analytics,

    • 1989 - 2012
    • Baltimore, Maryland Area

    From 2005 - 2012:Jodi's prior experience and proven performance as the division's Fund Operations manager enabled her to build out and rebrand her team and their value proposition by broadening their focus to identify, create, and elevate divisional capabilities and solutions around people, process, & technology. Responsible for supporting the strategic imperatives identified by divisional leadership and key functional managers, Jodi was responsible for setting her team's own strategic goals in alignment with divisional objectives and then following through with tactical execution and process excellence. Areas of key focus and support in this role included but were not limited to the following: -Managed projects and, in partnership, with enterprise technology resources, designed, implemented and maintained integrated solutions that supported the execution of firm and divisional policies and business processes. Used knowledge of best practices, systems, policy requirements, and client service needs to lead the development of solutions that improved sales, marketing, and operational effectiveness. - Evaluated impact of changes to enterprise, business unit, and external policies and process on division’s intermediary clients, prospects, associates, and technology resources.- Served as division’s advocate and collaborated daily with multiple shared service teams (Legal, IT, Ops, etc.) as well as channel specific client relationship teams to resolve client and prospect business issues and maintain, enhance, or develop divisional infrastructure capabilities. - Managed the compliance, risk, and business continuity functions for the department’s $170+ billion book of business and 2500+ clients.- Coordinated data acquisition, quality, and analytical support efforts to further enterprise and department-wide initiatives, generate leads, and identify opportunities to improve execution and strategy.