I'm the founder and CEO of METALLA, a performance marketing agency specializing in profitable growth for direct-to-consumer brands. With over a decade of experience, I have helped more than 30 e-commerce brands scale while directly influencing over $100 million in revenue. I specialize in disrupting niche markets, reducing wasted ad spend, and enhancing core business metrics, such as contribution margin and payback period.

Florind Metalla

Citi

• Consulting senior leaders and business stakeholders on global and North American regional learning needs through needs analysis, surveys, and focus groups.
• Creating, managing and facilitating milestone programs end-to-end for global audiences
• Supporting employee professional and leadership skills development for Banking, Capital Market, and Advisory Groups

VP Learning Advisor

Successfully developed and implemented a Practice Management framework for a new large
scale Financial Advisor program to ensure scalability and growth.

Managing relationships with shareholders in order to collect feedback throughout the design
and implementation of a large-scale project.

Built a main hub on the intranet for all learning and development materials in support of both
new and existing Advisors learning journeys.

Learning Consultant

TD Wealth

Virtually coaching and leading a team of 19 associates to help coach and develop to performance and skills enhancements for future roles.

Driving results as team manager with top quartile ranking in Team Manager scorecard YOY 2021, coaching to behaviors and Financial Planner support while in a 100% virtual environment.

Maintained and managed relationships with 5 Senior Sales Managers to support with Financial Planner relationship concerns, weekly calls touchpoints, bi-weekly presentations with their teams and handled ever day high urgency client escalations.

Working creatively to foster a strong team environment, led a variety of projects during WFH transition to build employee confidence and elevate their knowledge.

Team Manager

Lead all recruiting, hiring, onboarding, 3-week new hire and department training of over 200 employees.

New hire ratings - Increase of 40% with Financial Planner feedback survey.

Created a robust training plan with new hires with resources, TD partners and 30-60-90 Milestone checkup plan to ensure success in role

Successfully hired 120 skilled associates in a high performing environment

Created On-Going Training Committee to help scale up training in department and build prospective talent for the TTL role and future L&D roles.

Transition Team Lead

Partner with Financial Planners to maximize customer processes and relations all while providing a legendary customer service from beginning to end.

Manage a large volume of clientele and ensure any client issues are solved at first point of contact in order to maintain strong customer relationships, with AUM of $400M plus

Highlights: 
Lead the Client Experience Committee within department of 250+ employees to create and implement a variety of strategies and campaigns that directly impacts and creates a legendary client experience

Financial Planning Associate

1st point of contact for customer resolution to retain and build customer relations in a high net worth clientele environment

Successfully coached front line staff to performance, driving monthly campaigns and sales goals.

Creating monthly client focused activities such as customer appreciation days to create strong customer connections

Ensure all opening and closing activities are complete : opening branch, set-up stations, balance books and set up schedule.

Manager Customer Service

Helping new and existing customers with their banking needs such as investments, day to day accounts and loans with the highest level of customer service. Products I have experience with can range from Line of Credits, Mortgage applications to Mutual Funds and GIC's. Also an important job in my role is to exceed customer expectations and strive for an unforgettable customer experience where the customer can feel comforotable with any of their baking needs.

Financial Services Representative

Helping customers conduct day to day transactions and also provide them with over the counter products such as VISA's or Overdraft protection all while maintaing the highest level of customer service.

At Citi, my role as VP Learning Advisor is to consult with senior leaders, fostering impactful learning strategies across global and North American regions. We specialize in crafting milestone programs that resonate with everyone from Analysts to Managing Directors, ensuring content is both relevant and engaging. Our team is dedicated to the continuous development of our employees, strengthening stakeholder relationships, and delivering measurable results through comprehensive program evaluations.

Previously at TD, I developed a Practice Management framework, enhancing the learning journey for Financial Advisors. This initiative was pivotal in scaling the program and ensuring its growth. My expertise in high-level relationship management and content planning was instrumental in managing large-scale projects and building a central hub for developmental resources.

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Florind Metalla

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