Jon Phillips

Experience

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  America First Credit Union

  May 2004 - Nov 2005

  Leadership Training Program Participant
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  Select Portfolio Servicing

  Nov 2005 - Oct 2006

  Human Resources Analyst
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  Real Wealth Financial

  Oct 2006 - Jan 2008

  Manager Budget Department

  Processed analysis projects for the sales teams while building out education programs for clients. Also was responsible for client engagement and program completion after sales were completed.• Restructured entire business successfully.

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  Zero Debt Project

  Jan 2008 - Jan 2010

  Founder/President

  Provided complete leadership for the launch of a start up enterprise by managing all internal functions, including sales, marketing, branding, administration, P&L, operations, finance and customer support. Implemented new products that helped individuals organize, control and budget their finances to secure a stronger future.• Launched an entrepreneurial company successfully.

• 

  Overstock

  Jul 2008 - May 2009

  Financial Analyst

  Analyzed buying practices of the company and coordinated cross-functional processes with sellers to compute and lockdown proper pricing for products. Established pricing by SKU’s helped establish order quantities and the correct timing of offers and discounts.• Decreased out of stock situations, increasing revenue by $1.5M in four months. • Established a price elasticity program, increasing sales by 20%.

• 

  Bank of America

  Jun 2010 - Mar 2015

  Provided both internal and external consulting management and oversight for executive sales processes to drive new business strategies through reporting, analytics and problem solving.• Integrated financial advisor services into banking centers. • Developed financial advisory program to support 400 financial advisors. • Increased new assets under managements by double digits. Rotated through multiple lines of business including mass affluent customer segment, the product innovation and development, financial protection services and ATM channel innovation functions.• Launched successful pilot, lowering chance of risks by 30%.• Developed, implemented and managed product innovation and development project.

  • Vice President - Product Manager Mass Affluent Sales Strategy

    Jul 2012 - Mar 2015

  • Assistant Vice President - Leadership Development Program

    Jun 2010 - Jun 2012
• 

  Bank of Oklahoma

  Apr 2015 - Jul 2017

  Vice President - Sr. Customer Segment Manager

  Responsible for the design and building of strategy and strategic plans for the mass affluent customer segment. Establish and rollout new products to meet corporate strategy and resulting goals. Lead the execution of the strategy across consumer bank and wealth division and work with marketing to build and execute client engagement strategies. Communicate and sell the developed vision to all levels of leadership, including the C suite executives.• Added 8,000 digital service accounts by building comprehensive sign-on process. • Increased investment revenue by 108% and referrals by 76%. Wealth Division only provided face to face business interactions in scattered banking centers. • Developed product innovation and design that grew new assets under management by 10%. • Successfully revamped ATM business, saving $260K. Show less

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  BOK Financial

  Jul 2017 - Jun 2018

  Vice President - Wealth Management Segment & Channel Strategy

  I lead the work to transform the strategy of the Wealth Management team by building out two new channels of service for our retail consumers. I worked as the product manager in building out our digital channel and lead the launch of our virtual channel (call center). In addition to delivering the new channels of service I built the customer segment strategy to ensure that we utilized all our channels of service to drive the greatest customer experience, lower the cost to serve our clients, and increase assets under management for the organization. Show less

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  Wells Fargo Advisors

  Oct 2018 - Apr 2021

  VP - Sr. Product Manager - Digital Brokerage Client Experience

  Lead team of product owners to transform line of business with underserved digital presence. Lead the development from both a technological and client experience perspective. Placed in charge of line of business that was struggling to retain clients after years of lack of investment. Worked with business to identify and build key initiatives to change technological direction and delivery most critical products to end users. • Solutioned for data capabilities required to transform client experience. Transformed the way data is aggregated and captured at a client level to give better view of the customer, their product usage and needs.• Decreased risk by eliminating opportunities for bad data. Client data had multiple entry points that didn’t communicate. By consolidating the entry points, eliminating opportunity for bad data to be obtained and building better communication across systems we drastically decreased our risk and drove better client experiences with better data.• Drove self-serve client experiences. Eliminated client experiences that required call center intervention by adding online functionalities to let clients make account changes online and on their mobile devices. Show less

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  Method

  Apr 2021 - now

  Responsible for delivery of large, complex products in various stages of the product life cycle. Take lead in communicating with executive leadership in making difficult decisions around feature prioritization, timing, cost, and resource allocation strategies. Play active role in mentoring other product managers and teaching various problem solving tools and frameworks.• Lead full digital transformation of largest tire retailer in the United States. Account is now responsible for ~10% of company revenue. Managed multiple agile teams to take entire operating system from idea to launch in just over a year. Led discovery sessions weekly with CEO to ideate, gather requirements, prioritize features and ultimately ship working product to stores. Gained trust with client to help drive multiple new contracts for expanded work.• With simple UX decreased onboarding training from 5 days to less than 5 hours. With client growing quickly through acquisition we were able to cut employee onboarding by 80%. Allowing training teams to focus on driving business results rather than managing operations in outdated systems and technology. • Built consumer financial wellness app for Fortune 500 company. Worked with executives at large corporation to build wellness app targeted to improving financial wellness of employees. Team was highly focused on driving best financial habits for user, and successfully launched to app store in our targeted time line.• Led and trained more than 15 junior product owners. The highlight of my job is helping others grow and deepen their skill set. From product development, agile execution, design thinking, or influencing outside chain of command. Show less

  • Director Product Strategist

    Jun 2022 - now

  • Associate Director, Product Strategy

    Feb 2022 - Jun 2022

  • Sr. Staff Product Manager, Product Strategy

    Apr 2021 - Feb 2022