Ryan Kern

Background

About Ryan Kern

As an Executive Financial Strategy & Operations Leader with 25 years of experience, I specialize in aligning financial strategy with business goals to drive revenue growth and transformation. I lead high-performing teams through large-scale change, optimizing processes that impact billions in daily trade flows while ensuring compliance and client excellence. I am known for my success in complex, high-stakes environments by fostering collaboration, accountability, and continuous improvement. Key Achievements Include: Oversee the execution of mutual fund trades from Schwab and internal advisors, managing $10B–12B in daily trade flows while ensuring accuracy, compliance, and a seamless trading experience. Guided teams through simultaneous enterprise-level disruptions, including the COVID-19 pandemic and the largest acquisition in financial services history (TD Ameritrade), achieving minimal attrition and the business unit’s highest engagement scores while fostering leadership development leveraging 10+ years of management experience. Reengineered processes and coordinated internal partners and external consultants to onboard a major client that doubled transaction volume by increasing electronic channel adoption from 65% to 95% and straight-through processing from 40% to 65%. Directed teams producing and filing 25M+ annual client tax forms, managing IRS and state regulatory filings, and overseeing $11B+ in annual withholding and remittance. Led execution of 1.6M interclass exchange trades valued at $17.6B and established scalable operational processes to support continued growth. Managed operational relationships with 8 of Oppenheimer’s largest institutional clients. Contact me through this profile if you wish to connect.