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Merrill Lynch - GWIM Ops Team Manager Resume Example

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Samuel Lewis
  • XXXX XXXXXXXXX XXXX, Keasbey, NJ 08832
Professional Summary
Highly Skilled Performance/Financial Analyst with five years of experience in the finance industry, combined with vendor/risk management and background liaising between multiple levels of management to provide result centered environment which promotes overall organization goals, objective and culture.
Utilizing an array of creative approaches to problem solving while proactively identifying opportunities  and implementing effective solutions. Areas of expertise include, Microsoft office, user acceptance testing (UAT),  performance reporting (international/domestic), project management, and quality assurance.
GWIM Ops Team Manager, 06/2014 to Present
Merrill Lynch, Wealth Management Services Hopewell, NJ
  • Supervise a team of institutional performance reporting (IPR) analyst that perform data analyses, troubleshoot data integrity issues and produces performance reports for financial advisors with a combined asset value of $50 billion under management.

  • Perform access management reviews for associate within line of business.  - This helps reduces the firms risk appetite by ensuring that associates only have access to applications/databases required to perform their day to day functions.

  • Work closely with  project team leads (vendor) and IPR analysts to design and implement new performance reporting  solutions and enhance current product offerings -This improved efficiencies by launching a  financial advisor  portal that enables financial advisors view their performance data and create executive summaries, monthly flash reports  and customized reporting.

  • Manage vendor hosted applications and provide oversight to risk issues (vendor and line of business).

  • Conduct weekly project/performance data touch point status meetings with IPR vendors and update all applicable metrics for monthly/quarterly business reviews - Metrics helped decrease management response time to address  critical issues due to availability and understandability of key data. 

  • Established Transport Layer Security (TLS) services for IPR vendors and provided roadmap for other vendors within line of business - Improved the security of email communications between IPR and all vendors and thus reducing the risk of exposure of  client sensitive data.

  • Supervise all  user acceptance testing (UAT) for the migration of performance data to a new and improved performance reporting platform - This Improved data integrity by identifying anomalies duringtesting and resolving issues.
  • Act as liaison between FAs and Vendor regarding access to custodial statements, data gathering and performance aggregation.

Wealth Strategist Analyst (July 2013 - June 2014)
  • Security point of Contact (SPOC) for line of business.
  • Lead Instructor for Client Review Center virtual sessions - This provided a platform for new financial advisors to get familiar with the in-house application that enables them create and customize client performance reporting.
  • Liaised with business partners for technology updates pertinent to team.
  • Reviewed security pricing and annuity transactions.

Performance Analyst (April 2011 - July 2013) 
  • Developed and customized monthly/quarterly performance reports for financial advisors.
  • Provides performance analysis on account /asset level and dual currency portfolios.

Research Analyst, 02/2010 to 06/2010
Bloomberg LP Skillman, New Jersey
  • Researched and analyzed key analytical ratios to generate popular metrics and other industry specific data points for a variety of energy, biotech, and real estate clients. 
MBA: Accounting, Dec 2009 University of Dallas - Irving, Texas
BBA: Accounting and Finance, May 2006 University of West Georgia - Carrollton, Georgia
LICENSES General Securities Representative (Series 7):
Additional Information
Officer, May 2012 - May 2013
Bank of America Employee Advocacy Council (EAC)
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Resume Details

This is a real resume for a GWIM Ops Team Manager in Keasbey, New Jersey with experience working for such companies as Merrill Lynch, Wealth Management Services, Bloomberg Lp. This is one of the hundreds of GWIM Ops Team Manager resumes available on our site for free. Use these resumes as templates to get help creating the best GWIM Ops Team Manager resume.

Previous Companies:

  • Merrill Lynch
  • Wealth Management Services
  • Bloomberg LP

Previous Job Positions:

  • GWIM Ops Team Manager
  • Research Analyst


  • University of Dallas
  • University of West Georgia

Level of Education:

  • MBA
  • BBA
  • LICENSES\nGeneral Securities Representative (Series 7)

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