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Violeta Furculita
Director, Digital Wealth Management at BNY Mellon Wealth Management
Violeta Furculita is a senior executive at BNY Mellon Wealth Management with extensive experience in digital wealth management and product innovation. Here's an overview of her professional background:
Current Role
Violeta Furculita currently serves as the Senior Director of Product Management at BNY Mellon Wealth Management.34 In this role, she leads the digital client experience for the Wealth Management business, focusing on ultra-high-net-worth families and Family Offices.1
Responsibilities
Her responsibilities include:
- Leading the vision, strategy, implementation, and adoption of digital transformation projects impacting client experience1
- Mobilizing and leading multi-disciplinary teams to conceive, build, and launch user-focused products for UHNW clients and Family Offices2
- Partnering with engineering, design, and business leadership to define product vision and strategy across client-facing digital assets2
- Leading strategic projects affecting various functions, including product, engineering, finance, operations, compliance, legal, risk, and support2
Professional Experience
Violeta's career trajectory includes:
- BNY Mellon Wealth Management (2019 - Present):
- Senior Director of Product Management (Promoted in 2022)5
- Director, Digital Wealth Management
- Prudential Financial (2018 - 2019):
- Director, Financial Products Innovation2
- Fidelity Investments (2013 - 2018):
- Financial And Investments Consultant, CFP2
Achievements
During her career, Violeta has:
- Managed $980M in client AUM while maintaining client NPS consistently in the top 20% nationally at Fidelity Investments2
- Increased organic asset growth by achieving 40% of total net asset acquisitions from existing client referrals2
- Won 3 awards for ranking in the top 20% nationally in client acquisition and loyalty2
- Launched digital onboarding experiences for discretionary managed accounts, self-directed brokerage accounts, and life insurance products at Prudential Financial2
Education
Violeta has a strong educational background, including:
- NYU Stern School of Business
- Harvard Business School Online
- Baruch College2
Skills
Her expertise spans various areas, including:
- Wealth Management
- Investment Strategies
- Digital Client Experience
- Product Management
- Agile Project Management
- Financial Planning
- Risk Management
- Asset Allocation2
Violeta Furculita's career demonstrates a consistent focus on innovation in digital wealth management and a commitment to improving client experiences in the financial services industry.
