Keith Goodlett

Experience

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  Charles Schwab

  Jan 1999 - Mar 2014

  Managed a portfolio of shifting projects by partnering with groups across the firm to determine priorities, build a consensus around resources and deliver solutions.• Improved client interactions around mutual funds by building a robust intranet site. • Championed and successfully incorporated ETF content and functionality into the site.• Advocated for and developed a single sign-on portal.• Actively managed key vendor relationships, including Morningstar and Broadridge.• Negotiated and terminated agreements resulting in annual cost savings of over $1.5 million.• Developed partnerships with institutional wealth managers to ensure their concerns and priorities were incorporated into plans and processes. Managed regular onsite events to develop a feedback loop and prioritize potential changes.• Managed a high-performing, award-winning team of 5 professionals who delivered numerous projects on time and on budget, with a passion for improving the client experience. Show less Championed for and secured project funding to improve mutual fund platform’s value proposition. The result included fee changes, product repositioning and increased visibility for the platform.• Led a cross-functional team that created an online tool allowing clients to invest in a mutual fund portfolio in online. The tool generated more than $6 billion in mutual fund purchases.• Developed metrics to understand the effectiveness of a number of initiatives and to help determine the best use of resources. The result was discontinuing initiatives that had long-thought to be effective and reprioritizing.• Collaboratively, created a mutual fund recommendable list targeted for clients seeking income. Funds on the list realized an 18% increase in flows vs. funds in the same Morningstar category not on the list.• Led cross-functional teams to strategically evaluate mutual fund pricing/fee structure, recommend changes to senior management and implement any changes.• Led successful product launches and marketing initiatives generating more than $1 billion in client assets.• Successfully developed and implemented numerous strategic and integrated marketing campaigns designed for acquisition and retention.• Created internal and training for Schwab's proprietary mutual fund family focusing on key investment strategies, including indexing, asset allocation and tax-efficiency. Show less

  • Managing Director, Mutual Fund Product Management

    Feb 2010 - Mar 2014

  • Director, Mutual Fund Marketing/Product Management

    Jan 1999 - Jan 2010
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  Fidelity Investments

  Jun 2015 - Jul 2017

  Director, Personal Investing Sales and Service Strategy

  Designed staffing models that transformed how client facing associates interacted with clients, resulting in streamlined and efficient processes and a significantly improved client and associate experiences. • Working in a team environment, successfully brought to market Fidelity’s first digitally-managed account. • Created complex interaction design between service/sales associates and customers.• Developed client and associate pilots in order to test the effectiveness of new sales and service models. Created metrics to assess the effectiveness of those pilots and made recommendations regarding their long-term viability.• Created surveys and led focus groups to better understand the associates’ perspective on how to enhance the customer experience. Show less

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  Commonwealth Guardians

  Aug 2018 - Apr 2019

  Director, Business Development

  Evaluated, developed, and implemented new product opportunities and services focused on current and anticipated customer demand. Proactively ideated and explored ideas to uncover potential new or enhanced existing business opportunities to grow revenue and improve the customer experience. Orchestrated client events to better understand needs and pain points.

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  Blu Pagoda LLC

  Mar 2021 - Sept 2023

  Senior Project Consultant

  Project managed multiple workstreams at Charles Schwab & Co. as part of TDA integration.Responsible for conducting gap analysis, overseeing various project-related functions, leading project teams, monitoring project status and timeline, and dealing with escalated project issues.Established timelines, monitored and summarized processes, and identified and removed barriers to success.Resulting in the conversion of more than 72K accounts and $12B in assets.