Years of experience: 25

AIB2BTechnologyFinTechB2CAccount Management

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Julie's Career Path
Senior Director of Product ManagementFeb. 2023 -
Oct. 2024
TIAASenior Director of Product Management
Charlotte, North Carolina Area* Led strategic development and implementation of SmartPlan, an AI-powered platform transforming retirement planning for institutional clients. * Oversaw product innovation, secured executive support, and implemented processes to enhance both external member-facing and internal user experiences. * Created and led the development of SmartPlan, resulting in a 50% increase in client engagement a...
Senior Director of Product ManagementJan. 2017 -
Feb. 2023
TIAASenior Director of Product Management
Charlotte, North Carolina, United States* Directed the end-to-end product development lifecycle for new digital products, including concept ideation, user research, prototyping, testing, and launch. * Developed Business Edge, an industry-leading consultant service tool, while managing and mentoring a high-performing product team to deliver innovative and member-focused solutions. * Led the development of over 50 digital product con...
Senior Manager, Group Product ManagerFeb. 2012 -
Dec. 2016
TIAASenior Manager, Group Product Manager
Charlotte, North Carolina, United States* Led the redevelopment of PlanFocus, an external B2B platform serving institutional clients, managing the product team, engineering, and cross-functional partners to modernize plan management and boost operational efficiency. * Oversaw a $30M full-stack redevelopment of PlanFocus, implementing a member-centric approach that reduced administrative processing time by 35% and drove productivity...

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