Amy Allmon

Experience

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  Allstate Insurance

  Jan 1995 - Jan 1998

  Education Consultant

  Instructional designer partnering with internal clients to create training programs in sales, sales management, onboarding, mentoring, and more.

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  Allstate Insurance

  Dec 1998 - Apr 2003

  Exclusive Agency Owner & Personal Financial Representative

  Independent contractor, owner of Shields Insurance Agency, representing Allstate Insurance Company. Managed all agency processes and multiple employees to attract and retain customers and achieve sales targets.

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  Allstate

  Jul 2003 - Aug 2015

  Directed strategic communications to drive business results across nine states. Engaged employees and sales representatives in company priorities and direction. Collaborated with internal departments to communicate key initiatives effectively. Provided executive communication support and oversaw numerous communication platforms to further the organization's business strategies. Enhanced and protected brand reputation with internal and external stakeholders through executive positioning, community partnerships, media relations, and issues management. Show less

  • Department Manager - Corporate Communications/Corporate Relations

    Jan 2012 - Aug 2015

  • Department Manager - Sales Support

    May 2007 - Dec 2011

  • Sales Operations Manager

    Sept 2006 - Apr 2007

  • Education Division Manager

    Jul 2003 - Sept 2006
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  Charles Schwab

  Aug 2015 - Jan 2024

  Leadership roles were retitled firmwide in 2021, resulting in the change from Senior Managing Director to Director.I’m responsible for the lifecycle of the front-line employee experience in Sales and Service as they support our RIA clients, in addition to strategic support of the Sales organization in driving their priorities. My teams build and execute on annual business plans and initiatives, design and deliver employee training, drive change management around new initiatives, create employee and leader development programs, assess insights and coordinate action in concert with employee sentiment surveys, and generally work to ensure that our people are aligned, engaged, growing, and successful in delivering on our purpose.▪ Partnered with senior executives similar to a chief of staff role to plan and execute on various business priorities▪ Led the Culture & Talent efforts for the Advisor Services business, to bridge cultural differences during the acquisition of TD Ameritrade and position Schwab as the employer of choice.▪ Designed and executed a year-long talent strategy to prepare TDA Institutional employees for integration with Schwab ▪ Evolved our Service quality and coaching programs to incorporate a comprehensive dashboard utilizing text and speech analytics, and trained managers to provide specific and actionable feedback▪ Secured leadership alignment and implemented a quarterly professional development day for all Advisor Services employees, in response to their feedback that they needed both protected time and additional guidance to invest in their growth▪ Launched quarterly leadership development content for all leaders, as well as a targeted program for emerging leaders in Service to learn managerial core competencies ▪ Modernized communications and employee enablement by advocating for and implementing two new platforms that provide analytics capabilities and allow us to evaluate effectiveness of content Show less Promotion with expanded role, retaining all responsibilities from the prior position and added oversight of client segmentation strategies, client insights, offer development, and client experience for Banking products.• Collaborated with Sales leadership on client segmentation strategy, analytics, and execution to prepare the Sales organization for integration with TD. Created multi-pronged approach to harmonize the Schwab and TDA Sales organizations into a single team that can serve any client regardless of platform• Drove the effort to create a multi-year priority roadmap for the AS-Schwab Bank partnership, securing input from stakeholders and leaders, as well as alignment from partners• Redesigned the Advisor Services Client Promoter Score survey and built the first post-interaction survey for the AS Service organization to enable more timely and comprehensive analysis of client satisfaction• Handled several “chief of staff” functions for the AS COO, ranging from planning and executing quarterly leadership meetings to communications, executive updates, and initiative leadership• Served as the liaison for the Return to Office and Workplace Flexibility Program for AS, influencing leaders on how to ensure a successful implementation Show less In this role I was responsible for ensuring front-line sales and service professionals were able to deliver on the day-to day client experience, as well as drive assets into the firm, through consistent processes, sales training, communications, change management, and knowledge management.▪ Gradually increased the scope of my responsibilities from a single team of four to three teams of 20 people▪ Successfully influenced Advisor Services leadership to invest in building governance around how and when projects impact front-line teams as well as in a team of change management experts, which introduced consistency, greater expertise, and efficiency to product and technology launches▪ Developed and executed two talent development programs for emerging and high-potential Sales leaders▪ Recognized for my contributions as I was selected as the 2017 Sales Business Partner Winner for Schwab’s Chairman’s Conference, nominated for and completed the Leadership, Experience, Action & Discovery Program for high-potential leaders, and received Key Contributor Awards annually. Show less

  • Director, Advisor Services Field Integration & Business Support

    Oct 2021 - Jan 2024

  • Senior Managing Director Field Engagement & Offer Development

    Oct 2019 - Oct 2021

  • Managing Director, Field Communications & Enablement

    Aug 2015 - Oct 2019
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  Mercer Advisors

  Jan 2024 - now

  Vice President, HR Partner - Wealth Management