Jill Olson

Experience

• 

  American Express Financial Advisors

  Jan 2000 - Jan 2007

  Daily “right-hand” to Senior Vice President responsible for influencing 10,000 sales representatives across multiple affiliation platforms. Areas of focus included: creating and executing daily operations, serving as point for all people, organizational and business issues, effectively managing priorities and creating increased capacity for senior leader. Provide daily support to Senior Vice President, creating and executing structure for this office. Acted as point of contact for all people, planning and organizational issues (similar to above). Rigorously applied Six Sigma tools to improve process capabilities and eliminate defects.

  • Executive Director, Independent Sales Channel

    Jan 2003 - Jan 2007

  • Executive Director, Retail Marketing

    Jan 2001 - Jan 2003

  • Certified Six Sigma Black Belt

    Jan 2000 - Jan 2001
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  Ameriprise Financial Services, Inc.

  Jan 2007 - Jan 2015

  Established Professional Development educational event and sales growth programs. Responsible for creating executional machine; spanning funding solicitation, marketing and end-to-end execution management and performance management systems. Designed and led execution of multiple programs on behalf of the Executive Vice President of the Franchise Channel. Responsible for creating and communicating project plans, designing tracking and reporting systems, working closely to ensure and report geographically dispersed sales teams executional success. Created new national sales leadership strategy, delivery and reporting systems. Accountable for field sales leader commitment and consistent staff execution of standard priorities, operations and measures. Exercised significant skill in relationship building, influencing and collaboration as well as problem solving and performance assessment.

  • Vice President Program and Event Management

    Jan 2010 - Jan 2015

  • Director, Field Engagement (2009-2010)

    Jan 2009 - Jan 2010

  • Vice President, Field Leadership & Communication

    Jan 2007 - Jan 2009
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  Jill Reamer Consulting

  Jan 2016 - Jun 2017

  Business Operations & Optimization Consulting

  Provided consulting services from project scope to implementation. Areas of focus included: Organizational structure and strategy, business process optimization, role clarification, development of key performance Indicators/measure & metrics, strategic planning. Currently offering organizational assessments and implementation of business structure, roles and responsibilities, strategic planning of processes for sustainable operations and development of performance metrics/plans for growth.

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  Optum Health

  Jan 2017 - Jan 2020

  Six Sigma Black Belt

  •Employed six sigma methodology and analytics to improve organizational operations•Investigated processes to identify gaps and determine optimal improvement approaches•Collaborated with teams to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards.•Engaged executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities with business impact.

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  Self-employed

  Feb 2020 - Feb 2021

  Business Operations & Optimization Consulting

  I work with teams to operationalize their business and drive execution.This creates increased performance, greater business efficiencies and improved margins. My goal is to maximize the talent and unrealized potential within teams.When this comes together, it radically improves the office environment and leads to a superior experience for their clients.

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  Spach and Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

  Feb 2021 - Aug 2022

  Chief Operating Officer
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  Allegiance Wealth Management. A

  Sept 2022 - now

  Chief Operating Officer