Erin Kane

Erin Kane

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Internal/External Communications | Relationship Management | Strategy Development and Implementation
West Chester, Pennsylvania, United States

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Résumé


Jobs verified_user 0% verified
  • TIAA
    Senior Manager, Growth Marketing
    TIAA
    Jan 2025 - Current (1 year 8 months)
  • Ascensus
    Participant Engagement Consultant, Client Services
    Ascensus
    Feb 2024 - Jan 2025 (1 year)
    As a Participant Engagement Consultant, I was responsible for planning and implementing participant communication and engagement strategies for over 60 retirement plans sold and serviced by Ascensus. Represented Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Conducted participant communication meetings and organize all forms of participant communication mediums with a goal to produce measurable results. Some of my contributions include: ➥ Consulted with plan sponsors to develop custom strategies that drove positive results and met the needs of plan participants while considering budget, workforce demographics, and specific plan goa
  • Vanguard
    Change Lead, Institutional Technology Transformation
    Vanguard
    Mar 2022 - Nov 2023 (1 year 9 months)
    As the Change Lead, I was accountable for steering change management, transformation, and readiness efforts – including stakeholder communications, project management, and end-user training – to ensure maximal adoption of new ways of working and migrate internal data to an external provider. Some of my contributions include: ➥ Managed a complex technology transformation project between Vanguard and Infosys from a change management and communications perspective. ➥ Conducted in-depth stakeholder impact analyses. ➥ Developed change management strategies and communications plans to drive awareness of upcoming changes and secure stakeholder buy-in. ➥ Designed training programs for end-users, staff, and management teams; enabling employees and l
  • Vanguard
    Project Manager, Corporate New Ways of Working
    Vanguard
    Nov 2018 - Mar 2022 (3 years 5 months)
    Between 2018 and 2022, I participated in the companywide “New Ways of Working” project, partnering with 10 project managers to drive a comprehensive culture shift, influence behavioral change, and evangelize the new ways of working model for 250+ senior leaders. I introduced 3 core pillars – Progress Over Perfection, Outcomes Over Outputs, and Servant Leadership – into all aspects of day-to-day business operations. Some of my contributions include: ➥ Designed a communication and change management plan to reinforce new business principles and operational best practices. ➥ Developed an immersive, year-long learning journey for the top 250 senior leaders. ➥ Authored the New Ways of Working assessment and deployed into Vanguard’s in-house profe
  • Vanguard
    Communication Consultant, Institutional Participant Education
    Vanguard
    Feb 2016 - Nov 2018 (2 years 10 months)
    Between 2016 and 2018, I managed a book of 12+ Institutional large market clients and 24+ Institutional midmarket clients. I provided consultative guidance and support in the areas of communications planning and campaign management. Some of my contributions include: ➥ Worked cross-functionally to develop communication strategies, create content for plan sponsors, execute multi-channel campaigns, and track performance. ➥ Leveraged data analysis to communicate a compelling business case and drive service adoption. ➥ Employed data to fortify messaging and improve content relevance. ➥ Provided leadership for support and creative teams. ➥ Ensured compliance with scope, schedule, and budgetary constraints for each project.
  • Vanguard
    Project Administrator, Financial Advisor Services
    Vanguard
    Jul 2014 - Feb 2016 (1 year 8 months)
    As Project Administrator, I was tasked with supporting ongoing projects by collaborating with key stakeholders to establish goals, efficiently allocate resources, define project tasks, and create timelines and milestones. I tracked progress, identified risks, addressed emerging issues, and ensured the timely completion of project tasks. Some of my key contributions include: ➥ Managed project interdependencies across all project phases. ➥ Evaluated success and documented lessons learned as part of the project closeout process. ➥ Developed and administered the CRM Linkage Program, resulting in improved collaboration between Sales, Key Accounts, and Relationship Managers and their internal business partners. ➥ Enhanced adoption of available to
  • Vanguard
    Project Specialist, Institutional Participant Education
    Vanguard
    Jun 2012 - Jul 2014 (2 years 2 months)
    Between 2012 and 2014, I managed a book of business comprised of 170+ midmarket Institutional client accounts. I developed education solutions and campaigns that enabled participants to achieve their financial goals. Among my accomplishments, I delivered a highly differentiated customer experience that fostered brand loyalty.
  • Vanguard
    Risk Administrator, Institutional Participant Experience
    Vanguard
    Feb 2011 - Jun 2012 (1 year 5 months)
    I conducted Risk Assessments and FMEAs and presented findings to internal clients and senior management. I was trained in compliance, contingency, information security, and risk mitigation.
  • Vanguard
    Product Owner, Institutional Participant Experience
    Vanguard
    Jan 2010 - Feb 2011 (1 year 2 months)
    I acted as the Product Owner and Client Acceptance Tester for Total Integrated Desktop Experience (TIDE), the Participant Services Client Relationship Management (CRM) system. I completed client acceptance testing and change management for more than a dozen large technology elevations impacting Vanguard’s Institutional business and IT departments.
  • Vanguard
    Correspondence Associate, Institutional Participant Services
    Vanguard
    May 2008 - Jan 2010 (1 year 9 months)
    I crafted clear and actionable email and letter correspondence replies to participants concerning their non-qualified plans, 401(k) plans, 403(b)(7) plans, specialty plans, and pension plans.
  • Vanguard
    Client Relationship Associate, Institutional Participant Services
    Vanguard
    May 2007 - May 2008 (1 year 1 month)
    I balanced quality versus quantity with my inbound telephone calls while utilizing good judgment during higher call volumes as a Registered Representative (FINRA Series 6 and 63). I trained new crew and interns in our contact center on non-qualified plans, 401(k) plans, 403(b)(7) plans, specialty plans, and other Institutional products and services.
Education verified_user 0% verified
  • Penn State Great Valley
    master, MBA, Master of Business Administration (MBA) Management of Information Technology concentration
    Penn State Great Valley
    Jan 2010 - Jan 2011 (1 year 1 month)
  • Penn State University
    bachelor, Bachelor of Arts in Communication Arts and Sciences American Studies minor
    Penn State University
    Jan 2004 - Jan 2007 (3 years 1 month)
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