Sara Kerry

Background

About Sara Kerry

As an AVP, Digital Product Manager at Atria Wealth Solutions, I lead operational enhancements to the Unio platform through Agile project management. I focus on CRM optimization, advanced reporting, and third-party financial integrations. I also deliver exceptional customer service to financial advisors by guiding them through the Unio platform, providing training on new features, and proactively gathering feedback to drive continuous improvements to the user experience. I have over 12 years of experience in the financial services industry, with a strong background in business process improvement, team leadership, and customer service. I have successfully led User Acceptance Testing (UAT) for key operational workflows and financial platform integrations within UNIO, ensuring end-to-end functionality and regulatory compliance. I have also played a pivotal role in talent acquisition and team development, overseeing a 16-member testing team and coordinating daily scrums. My skills include Series 7, Series 26, and Series 6 certifications, as well as proficiency in JIRA and Agile methodologies.