Open to opportunities

Natasha Marie

@natashamarie1

Message

Senior implementation and onboarding leader driving enterprise adoption and operational excellence.

United States

Message

What I'm looking for

I seek a leadership role driving enterprise onboarding and adoption in FinTech/WealthTech, where I can improve time-to-value, scale teams, and influence product through cross-functional partnerships.

I am a Senior Implementation and Onboarding Leader with deep experience delivering enterprise advisor transitions, complex implementations, and platform adoption within FinTech and WealthTech. I combine strategic vision with operational precision to improve time-to-value and advisor engagement.

I have led onboarding programs for firms exceeding $1B in AUM, built scalable playbooks, partnered cross-functionally with Sales, Product, and Customer Success, and influenced product roadmaps through advisor feedback and beta testing.

My background includes data-driven process optimization, cost-to-serve improvements, and team leadership across onboarding and advisor support functions, grounded in prior operations and securities settlements experience with measurable outcomes.

Experience

Work history, roles, and key accomplishments

Current

Senior Manager, Onboarding

Current

Altruist

Oct 2021 - Present (4 years 2 months)

Lead enterprise advisor onboarding and transitions for firms >$1B AUM, improving time-to-value and platform adoption while streamlining cost-to-serve and cross-functional handoffs.

Onboarding Advisor Transitions Program Management Change Management Process Optimization Salesforce Playbook Development

Securities Settlements Senior Analyst

Robert W. Baird & Co.

Aug 2018 - Oct 2021 (3 years 2 months)

Led Fed Desk settlement operations for fixed-income transactions, executing processes that supported $119B trading volume in 2020 and recovered $1M through enhanced reconciliation.

Trade Settlement Reconciliations Process Improvement Root Cause Analysis Compliance

Mutual Funds Administrative Assistant

U.S. Bancorp Fund Services

May 2013 - Aug 2018 (5 years 3 months)

Supported SEC filings, fund reporting, and operations for a 70+ person department, maintaining client relationships that helped retain $1.2B in assets across three long-term fund clients.

Fund Administration Regulatory Reporting Data Analysis