Nehalem Kunkle-Read

Collaborated with the Equity product team to support marketing initiatives tied to asset class themes, new product launches, and advisor training. Created marketing content that supports equity strategies, including campaign messaging, product positioning, and advisor-facing materials.

Delivered customized client-centric scheduling products, bridging in-person interactions that increased Sales Team win rates by 28%. Increased operating efficiency by aligning Marketing, Sales, and Engineering. Wrote go-to-marketing content informed by SEO best practices.

Developed and launched a SaaS product with a user-focused design. Identified customer needs, fostered internal investment, wrote iterative requirements, groomed product backlog, and managed Jira stories and epics. Aligned leadership with onshore and offshore counterparts and monitored user engagement using digital metrics.

Managed a cross-functional initiative to adopt a new content management system that saved the department over 14,000 hours. Trained new associates to ensure a seamless onboarding process.

Led North America in authorization quantities for global equity market orders with an SLA of 3-5 minutes. Authorized over $362B worth of orders in 2022.

Completed an executive education program focused on product management. Gained expertise in defining product roadmaps, collaborating with engineering and design teams, and applying Agile methodologies.

Earned a Bachelor of Arts degree with a dual major in Economics and International Relations. Developed a strong foundation in economic principles and global affairs.