Russ Kliman
Roles available for:
- Fractional
- Consulting
- Contract
- Interim
- North Wales, Pennsylvania, United States
Achievements
Russ Kliman
Add to favorites
Roles available for:
- Fractional
- Consulting
- Contract
- Interim
- North Wales, Pennsylvania, United States
Achievements
Experience
Strengths in this role: Innovation Product management Creative problem solving Strategic planning Business strategy & execution Design thinking, lean startup Growth planning/acceleration Emerging technologies Marketing strategy/GTM Leadership Public speaking/storytelling Digital transformation
Industry Group: Finance
Industry: Investment Management
Years of experience: 30 years
Company name: SEI (NASDAQ: SEIC)
Company size: 4,000 employees
Role in this company: Reporting to the CEO, led a cross-organizational virtual team of 6 FTEs whose charter was to ignite and foster innovation at SEI globally. Developed and executed strategies and tactics that included culture, design thinking, events, partners, vendors, open innovation activities, pitch competitions, best practices, training, and corporate representation of innovation outside of SEI. Sponsored and funded various innovation experiments and proof-of-concepts across all business units.
Strengths in this role: Product management User experience/digital design Leadership Digital transformation Strategic planning Business strategy & execution Design thinking, lean startup Growth planning/acceleration Business development Emerging technologies Marketing strategy/GTM
Industry Group: Finance
Industry: Capital Markets
Years of experience: 30 years
Company name: SEI (NASDAQ: SEIC)
Company size: 4,000 employees
Role in this company: Served as product executive with a 300 FTE span-of-control which included product, design, and technology resources based in the US, UK, and India. Accountable for all consumer-facing solutions, as well as bank wealth manager, trust, and financial advisor capabilities such as mobile applications, financial planning, portfolio management, trading, compliance, reporting, financial statements, risk analytics, and CRM functionality. Platform supports 10 of the top 20 US Banks and 7,500 advisors.