Product Manager in Boston MA Resume Susanne Kuhl

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Product Manager in Boston MA Resume Susanne Kuhl Powered By Docstoc
					                                 S U S A N N E           L   .   K U H L
                                B E V E R L Y , M A S S A C H U S E T T S 0 19 1 5
                          ( 61 7 ) 2 91 - 2 49 8 | s us k u h l@ c o mc a s t . ne t

                                              S U M MA R Y

Successful senior product manager with experience in relationship and product management, with a
direct impact on client satisfaction and revenue. Proven ability to establish key relationships including:
portfolio managers, wholesalers, insurance companies, vendors and broker-dealers. Knowledge
Performance oriented with an effective combination of financial, analytical and technical skills.

                                            E X P ER I E N C E

FIDELITY INVESTMENTS, Boston, MA
NATIONAL FINANCIAL SERVICES, LLC                                                           2/2010-6/2010

  Deployment Consultant, PLATFORM D EPLOYMENT
    Manage product deployments to existing Correspondents using standard procedures
    Schedule and facilitate conference calls with client for deployments
    Act as primary contact for client management throughout the delivery process
    Communicate to clients the product delivery process and timeframes


  Senior Product Manager, PRODUCT M ANAGEMENT (2007-12/2008)
    Managed day to day activities required to maintain and expand the NF Annuity Management Program
           o Evaluated potential correspondents to determine potential revenue possibilities
           o Provided sales support to product consultants and sales team to increase client base
           o Served as main contact for correspondents and insurance companies for support and
              troubleshooting of annuity and commissions processing, including technical questions on NSCC
              files such as POV, COM and the AnnuityNet XML file
           o Executed testing of all features of AnnuityNet to ensure operational consistency
           o Coordinated EbixExchange’ code releases with technical support area for product moves into
              the annuity processing test and production environments
    Project manager of client deployments of e-business processing
           o Managed transition plan and weekly meetings for each deployment to drive clients toward
              completing project plan in desired time frame
           o Consulted with correspondents on alternatives to specific customizations and most cost-
              effective approach to customizations
           o Provided “train the trainer” sessions to correspondents to aid them in their rollout
           o Created and maintained documentation relating to the Annuity Management Program to create
              efficiency - documentation included client facing, training and internal use
           o Completed multiple correspondent deployments which resulted in increased revenue
    Vendor Manager for third-party processing system
           o Contributed to daily or weekly status meetings with EbixExchange to troubleshoot and solve
              problems
           o Monitored error tracking and response time to improve performance and hold vendor
              accountable
           o Evaluated potential platform enhancements to determine applicability for National Financial
           o Member of vendor distributor working group (DAWG); minimized client expenses by
              recommending professional enhancements to group
           o Translated specifications into work requests for correspondents and ensured timely delivery
SUSA N N E L . KU H L                                                                                 Page 2 of 3

MFS INVESTMENT MANAGEMENT, Boston, MA                                                                 1997–2007
Assistant Vice President, Product Manager-LIFECYC LE F UNDS (2006–2007)
    Developed marketing strategy for Lifecycle Funds in collaboration with Global Retail Marketing
    Promoted Lifecycle Funds to the sales force: created voicemails, developed competitor profiles, and
       provided training to aid in sales process
    Performed attribution analysis and wrote market commentary pieces for Asset Allocation Funds
    Performed competitor analyses for sales force to help them position competitively
    Reviewed/wrote RFP content for potential new sales for Lifecycle Funds
    Educated brokers on the funds’ performance to aid in asset retention

Product Manager, INS URANCE S ERVIC ES GROUP (2000–2006)
    Collaborated on the development of the marketing strategy for launching new products to clients
    Coached portfolio managers in developing marketing message for VIT (Variable Insurance Trust) funds
    Provided content for annuity marketing pieces using various databases
    Prepared presentations for portfolio managers and wholesalers for broker marketing meetings
    Prepared sales presentations, client review books and board materials for VIT and sub-advised clients
    Interacted with all levels of management and staff (relationship managers, marketing managers,
      portfolio managers, compliance)

Internal Wholesaler, ANNUITY S ALES DES K (1997–2000)
     Generated Variable Annuity Sales with outside wholesaler
     Maintained territory relationships with brokers, branch offices and home offices
     Developed sales and marketing strategies

SUN LIFE OF CANADA (U.S.), Boston, MA                                                                  1994– 1997
Annuity Specialist
    Built and maintained personal relationships with Sun Life’s top producing “Inner Circle” agents
    Worked closely with Wholesalers to help attain targeted sales numbers
    Facilitated a constant flow of communication between Sun Life and MFS
    Surveyed brokers and home offices for feedback on development of new service standards

                                              ED UC A T IO N

UNIVERSITY OF NEW HAMPSHIRE, Durham, NH
B.A., Psychology

                                               L IC EN S ES

Series 6, 63, previously licensed

                                            T EC HN O L O G Y

Proficient in Lipper, Morningstar, Factset Portfolio Analysis, SimFund, Fidelity brokerage platform

                                    V O L UN T E E R E X P ER I E N C E

Pan Massachusetts Challenge (1998–2008)
SUSA N N E L . KU H L                                                                               Page 3 of 3

The GIFT (Giving Inspiration for Tomorrow) Foundation, Boston, MA
    Officer/Member (2002–2007)
   − Determined the direction and strategy of community based foundation
   − Researched and determined local charities as possible beneficiary for spring or fall fundraiser; criteria
       for determination based upon mission of organization/charity, finances, location and impact
   − Researched and oversaw all logistics for fundraising events with 300–1200 attendees

				
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Description: Susanne Kuhl is a successful senior product manager with experience in relationship and product management, with a direct impact on client satisfaction and revenue. She has the proven ability to establish key relationships including: portfolio managers, wholesalers, insurance companies, vendors and broker-dealers. Susanne is Knowledge Performance oriented with an effective combination of financial, analytical and technical skills.