Gabrielle T.
B2B Product Manager @ Betterment
About
Strategic Product Operations and Program Management professional with a track record of leading cross-functional initiatives that drive automation, scalability, and measurable business impact across fintech and consumer tech. I bring a unique blend of operational strategy, data analytics, and change management—transforming complex systems into streamlined, scalable solutions. Currently at Betterment, I work as a Senior Product Operations Associate on the Broker Dealer product, where I leverage data analytics, workflow automation, and process improvement to optimize product features to enhance the customer experience and increase operational efficiency. I also spearhead adoption of AI tools and process governance initiatives that align product, engineering, and operations through OKRs and data-driven reporting. My background spans finance operations, product enablement, and risk management, with experience at Morgan Stanley and Billie Inc. building data-informed solutions that strengthened market insights, customer experience, and operational efficiency. A global business graduate of Baruch College and Waseda University (Tokyo), I bring a multicultural and analytical perspective to problem-solving. Proficient in SQL, Python, Looker, Metabase, JIRA, Zapier, Asana, and Zendesk, I leverage technology to drive decision-making, process improvement, and cross-team collaboration. I’m passionate about bringing order to chaos—bridging business, product, and technology to deliver systems that scale intelligently and sustainably. 🔹 Core Skills: Program & Change Management | Product Operations | Process Optimization | Automation Strategy | Data Analytics | Risk & Dependency Management | Stakeholder Alignment | Cross-Functional Delivery | Agile/Scrum | SQL & Python
United States
New York
Financial Services
Project Planning, Software Project Management, Product Design, Internal Audits, Financial Audits, Auditing, Bank Reconciliation, General Ledger Reconciliations, Data Reconciliation, Reconciling Reports, Mutual Funds, Cloud Computing, Amazon Web Services (AWS), Databases, Financial Analysis, Financial Reporting, Dividends, Trade Support, DTC, Securities Lending
Experience

Senior Operations Associate
New York, New York, United States
Optimized Broker Dealer operations by enhancing efficiency, scalability, and agility through SQL, Asana, Zapier, JIRA & Zendesk. Led the adoption of project management tools acting as liaison between Ops and PDE for process automation. Designed and implemented a scalable money-movement automation framework for ACATS & DTC transfers, leveraging data to optimize flow which reduced processing time by 23%, incident payouts by ~$7k/monthly, and increased onboarding efficiency.

Operations Associate
New York, New York, United States
Improved tax reporting accuracy by calculating cost-basis and auditing unsupported assets, reducing manual corrections by 9%. Developed automated risk checks to identify and mitigate fraudulent activities from high-risk customers through manual ID reviews and introduced protections for at-risk senior users powered through researching current AI capabilities.

Customer Experience Associate
New York, United States
Handle high-volume voicemails, texts, and emails and collaborate with multiple departments to resolve invoicing and shipping problems. Use company troubleshooting resolution protocol to evaluate technical problems while leveraging personal expertise to find appropriate solutions.

VPE Participant
During Harvard's Peek Week, a pre-masters program geared towards introducing Business School prospects to life at Harvard, we used the Case Study Method to question our own managerial choices as they evolve with different stimuli from our environment.
Gabrielle T.'s Contact Information
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