Marc Butler, Product Manager in Philadelphia, United States
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Marc Butler

Verified Expert  in Product Management

Product Manager

Philadelphia, United States

Toptal member since March 20, 2020

Bio

Marc is an innovative and highly-respected global financial services executive. Marc has demonstrated success in driving accelerated growth in start-up and large established financial technology companies. Recognized by Forbes as one of its “next-generation” CEOs, Marc excels at cultivating high-performance teams and organizational cultures by emphasizing “people first.” Marc has led and been involved with a number of groundbreaking innovations in the financial services industry.

Project Highlights

NetExchange Pro Platform Creation
Led the introduction of the first web-based platform for financial advisors.
Reinvention of a Market Leading Platform
Led the Albridge team in reinventing one of the most subscribed-to platforms in the wealthtech space, Albridge Wealth Reporting.

Expertise

  • Culture Management
  • Fintech
  • Product Marketing
  • Product Strategy
  • Profit & Loss (P&L)
  • Strategic Planning & Execution
  • Team Leadership
  • Wealth Management

Work Experience

President and COO

2020 - PRESENT
Skience
  • Devised a clear vision, strategic plan, 3-year growth and execution plan, and wildly-important-goal (WIG) framework.
  • Transitioned the company beyond its legacy startup mindset to adapt to a dynamic, progressive vision for long-term operations and growth.
  • Attracted diverse industry talent by leveraging the personal network to bring in the company's first CRO, CMO, and CPO, as well as QA leadership, relationship managers, project managers, and product managers.
  • Reversed declining performance and achieved all company KPIs in 2021 by connecting strategy to execution and aligning resources effectively.
  • Grew top-line revenue by 34%, closing the largest SaaS contract worth $5 million.
  • Won multiple industry awards and recognition by positioning Skience as an industry leader, creating awareness in the marketplace through social media activity, thought leadership pieces, and demonstrable client case studies.

Chief Operating Officer and Managing Director

2014 - 2020
BNY Mellon Albridge
  • Collaborated with key stakeholders to transform the company into a thriving and respected market leader, reinventing virtually every aspect. Designed a new vision and improved organizational culture to enhance the product portfolio and data quality.
  • Developed and implemented a clear vision, strategic plan, and execution roadmap where none existed. Transitioned the company beyond its “start-up mindset” to adapt a progressive vision for long-term operations and growth.
  • Led efforts to adopt a more client-centric perspective to inform product development, relationship management, and service delivery company-wide.
  • Built a “people first” culture, introducing the Business Leaders’ Toolkit (career development programs, including mentoring, individual development planning, job shadowing, and job swaps) and systems to recognize achievement and celebrate success.
  • Reinvigorated the organizational culture and improved employee engagement scores, achieving above-average ratings in 2018 after multiple years of steady increases. Decreased attrition by 95%.
  • Defined new value propositions framing the company’s perspective and priorities around two cornerstones—its people and clients—both mission-critical areas that required overhaul in order to fuel a successful turnaround.
  • Resolved a longstanding data quality issue, developing programs and initiatives that allowed the company to be transparent and position itself as strategic and proactive in managing the quality of data collected and processed.

Managing Director, Strategic Development and Product Management/Development

2012 - 2013
BNY Mellon Albridge
  • Led multidisciplinary projects in product creation, sales, marketing, operations, client relations, and technology.
  • Took on oversight of all product management, product development, and business analysis functions within the organization.
  • Spearheaded the company’s monumental initiative to reinvent and upgrade the market-leading proprietary wealth reporting platform, resulting in dramatically-improved user experience, analytics, and graphical interface capabilities.
  • Provided leadership continuity during the Pershing-Albridge integration, directing the post-merger integration successful in driving revenue synergies and realizing forecasted savings.

Project History

NetExchange Pro Platform Creation

Led the introduction of the first web-based platform for financial advisors.

I did the initial research, led the software development team in creating NetExchange Pro, and drove the go-to-market strategy. NetExchange Pro grew to over 50,000 financial advisors within five years and now has nearly 100,000. The platform was subsequently renamed NetX360.

Reinvention of a Market Leading Platform

Led the Albridge team in reinventing one of the most subscribed-to platforms in the wealthtech space, Albridge Wealth Reporting.

The reinvention of Albridge Wealth Reporting was a three-year effort that started with field study visits to financial advisor offices, defining the future vision, developing a client value proposition, executing the software development, and rolling out the new experience to the 70,000 advisors on the platform. While the rollout was slow and deliberate, it was executed flawlessly and received significant positive client and user feedback.

Education

1989 - 1993

Bachelor's Degree in Finance and Economics

Syracuse University - Syracuse, New York, USA

Certifications

MAY 2001 - PRESENT

Securities Industry Institute (SII)

SIFMA and the University of Pennsylvania - Wharton

Skills

Tools

Google Workspace, Zoom

Industry Expertise

Financial Services

Other

Web Applications, Product Strategy, Product Growth, Product Marketing, Strategic Planning & Execution, Culture Management, Team Leadership, Fintech, Wealth Management, Client Presentations, General Management, Growth Marketing, Marketing Strategy, Marketing, Sales Operations, Pitch Decks, Head of Product, Product Launch, New Products, Product Vision, Product Design, Data Products, COO, Senior Executive Management, Executive Presentations, Go-to-market Plans, Go-to-market Strategy, P&L Management, P&L Responsibility, Growth Strategy, Sales Strategy, Strategy, Strategic Planning, Strategic Partnerships, Fintech Consultant, Change Leadership, Profit & Loss (P&L), Business Development, Mergers & Acquisitions (M&A), Client Management, Client Relations, Chief Product Officer (CPO), Social Media Marketing (SMM), Social Media, Operations, Startups, Early-stage Startups

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