Srinjon (Srinji) Gupta — Toronto, ON
I find purpose in building solutions shaped by every voice in the room, allowing me to have a track record of driving meaningful improvements that help teams work smarter and serve Canadians better. I'm in the people business first and have successfully pioneered collaborative approaches to improve productivity across the board.
Background
Finance & Political Science from Huron University College
Enabling the independent advisor. Improving institutional wealth management operations. Driving a better digital experience.
QUADRUS · GROUP RETIREMENT SERVICES · FINANCIAL SOLUTIONS CENTER
Managing transformational change into bite-size chunks. Building trust and buy-in across competing interests. Getting results quicker.
COLLABORATION · FINESSE · IMPACT
Education
Huron University
College
CFP (Candidate)
FP Canada
Toronto, Ontario
Product Lead - WalkMe
Drove one of the most aggressive adoptions of WalkMe to improve Investment Centre experience for Quadrus Advisors. WalkMe supported functions saw an 86% reduction in errors and yielded the dealer and advisor a net operational benefit of over $600,000 since inception.
Emerging Leader's Program
Intensive leadership development program from Canada Life. During this experience, I led 3 business cases yielding to policy proposals that were later successfully implemented across Canada Life.
Experience Optimization Consultant
Led strategy and planning for an aggressive sales campaign to generate $200M+ in revenue yielding to the best sales year for the FSC.
Project Manager — GRS Operations & Initiatives
Co-led the Termination Default project with a team of 5, reducing GRS Default backlog by 66.67% and improving CPR efficiency by 20% through workflow optimization.
Business Systems Specialist
Drove advisor and client experience improvements at Quadrus Investment Services, translating business needs into systems and process solutions.
Bartender
Because staying connected to real people keeps your perspective grounded.
Intake portal to boost my personal productivity at work. This was also my first stint at teaching myself how to code and build a functional website.
More coming
In development
In development
Stay tuned
I am a curious person and would always love to know more. If you have a project, an idea, or just want to talk. My socials are linked below for you.