Open to opportunities

Kimberly Rule

@kimberlyrule

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Experienced Senior Talent Acquisition Advisor with a focus on diversity.

United States

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What I'm looking for

I seek a role that values diversity and offers opportunities for professional growth.

I am a Senior Talent Acquisition Advisor with a proven track record in recruitment and talent management. Currently, I work with Alexander Mann Solutions, where I lead the recruitment lifecycle for major clients like bp and Rolls Royce. My role involves building strong relationships with hiring managers, conducting hiring strategy meetings, and ensuring the delivery of high-quality talent within defined timelines. I take pride in my ability to leverage various sourcing channels to build robust candidate pipelines and improve recruitment processes.

Throughout my career, I have demonstrated a commitment to diversity and inclusion in hiring practices. I am certified as a Diversity Champion by Textio and have received numerous accolades, including the AMS Rookie of the Year award in 2022. My analytical thinking skills enable me to use predictive analytics to enhance recruitment strategies, and I am dedicated to mentoring new recruiters in best practices. My experience spans various industries, and I have successfully managed recruitment for multi-location businesses and high-net-worth clients.

Experience

Work history, roles, and key accomplishments

Current

Sr. Talent Acquisition Advisor

Current

Alexander Mann Solutions

Jan 2021 - Present (4 years 6 months)

Participated in the full recruitment lifecycle, building strong relationships with hiring managers and key stakeholders to ensure efficient delivery. Conducted hiring strategy meetings, provided market insights, and advised on sourcing strategies.

Stakeholder Management Market Analysis Strategic Sourcing Diversity & Inclusion Predictive Analytics Coaching

Senior Business Consultant and HR Manager

Chairo Holdings

Mar 2019 - Present (6 years 4 months)

Assisted with setting up a multi-location Med Spa business, delivering end-to-end recruitment processes and evaluating source of hire metrics. Created comprehensive job descriptions, training manuals, and implemented compensation and benefits packages.

Recruitment HR Management Compensation Benefits Payroll Management P&L management Inventory Management Training Development retail management Business Development

Wealth Manager / Broker Dealer

Securities America

Jan 2018 - Present (7 years 6 months)

Built and managed an independent wealth management practice, specializing in financial planning, investment management, and estate planning. Responsible for day-to-day operations including human resources, training, compliance, and business development.

Wealth Management Financial Planning Investment Management Estate Planning Compliance Business Development Customer Service Human Resources Training

Vice President, Wealth Advisor

Wells Fargo Advisors

Oct 2014 - Present (10 years 9 months)

Provided investment advice and portfolio management to individual and institutional clients, designing and managing pension and employer retirement plans. Collaborated with high-net-worth individuals, business owners, and legal professionals on complex investment strategies.

Portfolio Management Retirement Planning Financial Markets Compliance Client Relationship Management

Financial Advisor

Citi Personal Wealth Management

Jan 2013 - Present (12 years 6 months)

Led and drove strategy for a self-originated portfolio, introducing clients to the Citi Wealth Management platform and deepening relationships through various services. Responsible for the growth and development of bank personnel through training and coaching.

Wealth Management Financial Planning Investment Sales Insurance Sales Estate Planning Client Relationship Management Training Development Sales Strategy Regulatory Compliance

Managing Partner, Independent Financial Advisor

LPL Financial

Jan 2010 - Present (15 years 6 months)

Managed an independent wealth management practice with expertise in financial planning, investment management, and trust services. Responsible for all branch operations, including human resources, training, and compliance.

Wealth Management Financial Planning Investment Management Human Resources Compliance Business Development

Vice President, Financial Advisor II

Banc of America Investment Services

Jan 2009 - Present (16 years 6 months)

Worked with high-net-worth individuals, business owners, and legal professionals to address complex investment strategies. Directly sourced Financial Advisors and Series 6 licensed bankers for retail branches.

Investment Strategies Financial Advisory Business Development Client Relationship Management Financial Advisor Sourcing Sales

VP, Financial Advisor/Private Bank Relationship Manager

Wachovia Securities

Jan 2005 - Present (20 years 6 months)

Built a client book of business through cold calling and networking, developing financial plans and providing a range of services including investment management and estate planning. Applied a consultative sales approach to create value-added solutions for clients.

Financial Planning Investment Management Estate Planning Consultative Sales Client Relationship Management Private Banking

Vice President, Envision Relationship Manager

Wachovia Securities

Jan 2004 - Present (21 years 6 months)

Focused on increasing Financial Advisor productivity as an internal business development coach, providing training and sales support. Developed and delivered training and motivational seminars, including public speaking engagements.

Business Development Sales Support Training Delivery Public Speaking Performance Management Financial Planning

Vice President, Financial Planning Specialist, Financial Advisor

Morgan Stanley Dean Witter

Jan 1997 - Present (28 years 6 months)

Served as a Sales and Marketing Specialist for Financial Planning, covering multiple states. Created regional sales and marketing incentive programs and recruited, trained, and managed a team of regional coordinators.

Financial Planning Sales Marketing Team Management Sales Presentations Cross Selling Product Development Public Speaking

Securities Trader, Back Office Lead Money Markets and Trading

Exxon Corporation

Jan 1990 - Present (35 years 6 months)

Managed all corporate banking relationships and processed stock dividends and splits for public stock. Confirmed and settled all equity and future trades.

Dividend Stock Splits Equity Trading Futures Financial Operations