The Money Magnet

I work with career coaches who are tired of vetting leads who are non-committal and/or can't afford your services. 

I offer a DWY and DFY lead funnel creation service so you can generate quality warm leads from LinkedIn on autopilot! All you need is a simple system to vet leads for you and you'll save 5-10 hours a week.

Lead Generation Specialist

Oscar Health

I conducted full lifecycle recruitment for data scientists and analysts, product & design, program managers, and engineers (software, IT and security).

Lead Tech Recruiter

Senior Tech Recruiter

OnDeck

OnDeck is a public, global fintech company focused on small business lending. I led all engineering (software engineering, security, DevOps, QA, Salesforce, data engineering, platform architecture), product management, design and program management recruiting for the NYC, Denver and Arlington, VA offices. 

OnDeck was acquired by Enova in October 2020.

Senior Talent Partner (Senior Tech Recruiter)

McKinsey & Company

Full lifecycle recruiting for UX design consultants in the NYC, SF, Chicago and Austin markets. I also conducted international recruiting and sourcing for the South America and Asia markets.

Senior Recruiter

Fjord

Fjord is a global top-tier design consultancy and an Accenture acquisition. I conducted full lifecycle recruiting for the Chicago, NYC, San Francisco and Atlanta studios.

Senior UX Recruiter

Aquent

Recruited for the world’s largest staffing agency for creative talent, placing front-end developers and designers at Fortune 500 companies.

Digital Talent Agent/Recruiter

Ghostwriter for female tech founders | The Solopreneur Sorority Newsletter | Ex-McKinsey | Ex-Healthtech and Fintech | 14x Marathon Finisher

You left your 9-5 for a reason. But vetting leads feels like your new full-time job!

As a career coach, there's no shortage of people interested in working with you. With so many people on the job market, getting leads and referrals is a breeze!

Your calendar is booked with free discovery calls. But there's a catch...

If they're unemployed, they might struggle to afford your coaching services. So you find yourself constantly turning people away or offering a massive discount because you feel bad for them.

But you still have bills to pay. How are you supposed to support yourself if this continues?

You need a system that works for you to bring in qualified, motivated clients who are ready to take action. That’s where I come in.

I help career coaches like you build simple, automated systems (i.e. lead funnels) on LinkedIn so you can:

→ Attract clients who can afford your high-ticket offer
→ Stop wasting time on discovery calls that don't convert
→ Spend more time doing what you love: Helping current clients reach their career goals

How I'm Qualified:
I'm a former tech recruiter with 10 years of experience at McKinsey, Accenture, and 2 NYC tech companies. I've also been a career coach, so I've felt your frustration wasting time on leads who couldn’t commit. 

How I Can Help:
I focus on building simple systems that rely on automation to pre-qualify leads for you. I offer a DFY and DWY LinkedIn lead funnel creation service that takes the guesswork out of client acquisition. 

There are 4 steps:

1. Optimized LinkedIn Profile 
2. Calendar Software Questionnaire (Calendly, TidyCal)
3. Customized Lead Magnet 
4. Targeted Landing Page

(You may think your profile is optimized, but if it's not attracting the right clients or clearly showcasing your value, you're missing opportunities!)

The Result:
This system will take a cold prospect and turn them into a warm lead without you ever interacting with them! 

How? Because it'll build trust that you understand their challenges and have the right solution to solve them. 

Imagine hopping on calls with warm leads who are your ideal clients, because they've already proven they're committed and can afford your services! 🤯

This is the power of a system that works for you 24/7/365.

Ready to get started? Check out my FREE 3-day mini course The Money Magnet where I'll teach you to build your own lead-gen system. It's super easy to implement, so don't worry if you're not tech-savvy! (link in Featured section)

Jenny Lustig 🎤

Leading Your Life Coaching

I empower people to live their best lives every day and to achieve their greatest career and life aspirations! I currently coach dozens of high-achieving professionals and entrepreneurs in creating the life of their dreams.

FOCUS AREAS INCLUDE:
▶️ Career Advancement
▶️ Personal Effectiveness - Reducing Stress
▶️ Leadership, Communication and Influence
▶️ Strengthening Relationships
▶️ People Management, Team Development and Coaching
▶️ Wealth and Financial Freedom
▶️ Career Transitions

I have been coaching people inside and outside of the workplace for well over a decade, recently departing the corporate world to focus on my passion full time. I have obtained a Level 2 (PCC) certification from the International Coaching Federation (ICF).

Executive Leadership Trainer & Coach (PCC Certified)

Guttenplan Consulting LLC

Advising & consulting services for innovative companies, both big and small, at the cross-section of financial services and technology.

✓	Delivered product-led growth (PLG) strategy, product roadmap, & product operations plan to a startup in the mortgage lending & investment space, allowing them to accelerate growth by entering a new market and launching new products.

✓	Led redesign of a mobile app (iOS / Android) and a digital credit application for a Credit Card / Payments startup, and delivered the strategy to get the company from beta to full launch.

✓	Advised data science team at a top technology player in the automotive industry, enabling them to build & refine advanced AI / machine learning (ML) models to accurately predict auto loan pricing for eCommerce customers.

✓	Helped Enterprise Software startup to launch and go to market with their SaaS product, assisting with the business development, product planning, & delivery of the product with their first two major clients.

✓	Educated and advised early-stage credit / lending startup team, resulting in a well-timed pivot from an undistinguished consumer product to an SMB product with massive opportunity in underserved markets.

✓	Worked with a Top 10 independent auto finance company to help rebuild a product management team, prioritize a product roadmap through deep user research, and redesign a B2B2C user experience.

Advisor & Consultant - Product | Strategy | Leadership | Risk | Data & Analytics

Simplist

Series B FirstMark-backed B2C marketplace and SaaS platform (still in stealth). First executive hire, brought in to build the Product Management & Product Design functions, and to enable rapid product expansion. Helped Simplist become America’s fastest-growing mortgage company, as it achieved the milestone of $1B in loans originated in early 2022 (within 24 months in operation).

 ▪ Led the launch of 14 new US states to expand to serve more than half of the US consumer population (from 6 states), helping the company to earn close to 8-figure revenue in 2021 (at Series A).
 ▪ Building the Product function, first as the sole PM supporting 20 engineers through the Series B fundraise, and now expanding to a high-performing team of 4 Product Managers & Product Designers and growing.
 ▪ Focused on providing the best user experience, as evidenced by our 4.98/5 average rating (based on ~450 reviews).
 ▪ Partnering with a top US mortgage lender to develop their first 3rd party originator API solution.

VP of Product

PeerStreet

Series C a16z backed marketplace platform revolutionizing real estate debt investing. Executive team member leading Product Management, Data Analytics, & Product Design (managing 15 FTE); Scrum Agile development. 

 ▪ Resuscitated a business severely damaged & halted by COVID and have grown it to $60M monthly volume (and accelerating) through combination of operations team enablement, innovative SaaS features and improved UX for lenders & brokers, and new features to eliminate end user friction (borrowers).
 ▪ Launched Pocket, a 2% yield investment product, to serve retail investors with idle cash on the platform, attract new cash & retail users to the platform, and provide low-cost warehouse funds for PS. 
    ➝ 1k+ users & $10M in first 60 days of beta launch; a valuable expansion to product portfolio.
 ▪ Increased tech productivity by >50% YoY by providing clear strategic direction, building prioritization & approval processes, launching PI Planning, hiring top talent, and actively coaching & mentoring my teams.
 ▪ Developed automated distribution & disbursement technology, increasing speed and transparency for investor payments (big UX wins), eliminating costly data errors, & creating SaaS architecture foundation.
 ▪ Coached & developed product teams, which grew from 9 to 15 full time PMs, Product Designers, & Analysts.

VP of Product Management

Hired to develop new company vision & product roadmap, launch new products & features, and scale the product and engineering orgs. Role grew to become interim Head of Product, overseeing department operations, budgeting, and managing 17 team members (directors, PMs, & UX designers) across product strategy, product development, & UX design teams

▪  Grew Product & Design Org by 40%, and in the process greatly increased diversity of the team; Promoted 7 individuals, all of whom improved the number of underrepresented voices at senior levels.
▪  Built and owned the roadmap for the full product lifecycle, and led the end-to-end product development process and go-to-market (GTM) execution across all business areas.
▪  Led strategy to drive Line of Credit product relevance, which involved delivering faster funding solutions, changing product structure, and restructuring sales incentives, resulting in the product becoming a significant contribution to profit (>20% of portfolio originations, ~40% increase YoY, and 10% utilization increase).
▪  Identified, delivered, and drove adoption for innovative Instant Funding feature that solved customer problem of not receiving funds fast enough on draws, resulted in feature adoption across 25% of entire LOC portfolio and ~$15M additional draw volume in first year of launch.
▪  Rebuilt the API-based bank data delivery and extraction process for customers, significantly improving UX and increasing client acquisition funnel conversion by eliminating need to provide bank statements.
▪  Overhauled and modernized Website front-end UX and back-end architecture & site analytics, improving top-of-funnel volume, SEO ranking, and conversion rate, as well as better understanding of user needs & behavior.
▪  Determined OnDeck’s next lending & non-lending products & features through deep user research, market research, and competitive analysis, gaining Board level approval to pursue new solutions to enable sustained growth & market relevance.

Vice President of Product Management

Capital One

Developed product roadmap for $50B consumer auto loan portfolio with over 3M prime and subprime borrowers. Led cross-functional Lean Agile team of 30, which included PMs, business analysts, software engineers, project managers, & data scientists. Product strategy included website, mobile apps (iOS / Android), email, mail, & live agent.

▪ Built Auto Finance’s first web & mobile experience for past due consumers, including a digital payment plan setup tool, reducing agent costs by eliminating unnecessary calls, as well as improving customer experience and helping digitally savvy consumers who didn’t want to speak to agents get current on their loans.
▪ Leveraged customer feedback, data science, and analytic methods to drive a key policy change, adding $5M profit per year to the company and helped consumers to avoid $5M in loan defaults per year.
▪ Built Capital One Auto Finance’s first digital communication strategy for delinquent borrowers, which greatly reduced losses and operating expenses, and kept many more customers driving their cars.
▪ Redeveloped the business strategy playbook for the next recession, better positioning Capital One to achieve financial goals through the next credit cycle.

Head of Product Strategy, Auto Finance Customer Servicing

Monitored & advised the Small Business banking division. Owned all business & risk metrics & analysis used to oversee and govern each product line (lending, corporate cards, deposits, treasury management services, merchant payments acceptance). Acted as Divisional Credit Officer, Credit Governance Advisor, and owned all Data Governance frameworks.

▪ 	Advised business executives on key strategic decisions and growth initiatives, enabling the national launch of Spark-branded small business products and the development of a new underwriting technology system.
▪ 	Re-engineered credit data and reporting infrastructure using innovative Tableau data-visualization tools and automation to give executives more robust, timely, and accurate information for critical decision making.
▪ 	Developed and owned all risk policies and risk governance framework, enabling the business to launch new strategies and grow in a well-managed way
▪ 	Completed proprietary ACC credit leadership training program (executive nomination required).

Director of Credit Strategy and Analysis, Small Business Banking Credit Risk Management

FTI Consulting

Provided expert consulting services for major financial services institutions, leveraging 10+ years of industry experience. Drove business development, led consulting teams, and managed client relationships & budget for projects supporting 2 of the top 4 US banks following the real estate crisis. Engagements focused on capital markets players involved with mortgage-backed security (MBS) structuring, underwriting, due diligence, and trading.

Senior Director, Financial and Enterprise Data Analytics

Wells Fargo Bank

Vice President, Consumer Risk Asset Review 2008-2011
Vice President, Home Equity / Consumer Credit Group 2005-2008
Data Science & Credit Risk Management, Business Banking Group 2001-2005

Vice President, Consumer Risk Asset Review
Oversaw all consumer & small business credit portfolios from shareholder perspective to ensure optimal business practices. Led examinations with focus on soundness in underwriting, account management, servicing and collections, mortgage foreclosure operations, debt restructuring, risk modeling, fraud mitigation, real estate & collateral valuation, risk-based pricing, loss forecasting, reserve levels, & business metrics / KPIs. Identified areas of significant risk and opportunity, and made recommendations to influence executive leadership.

▪	Uncovered risks in mortgage originations and servicing units that led to critical policy tightening during the early stages of the recession, resulting in tens of millions in loss reductions.
▪	Analyzed small business lending sub-portfolios through the credit cycle and forecasted return on assets to identify unprofitable segments, resulting in leadership exiting these segments to increase portfolio profitability.

Vice President

Fair Isaac, & Co.

Data Scientist
Worked on various stages of development for 4 separate FICO scores and the new MyFico.com site.

Analytics Engineer, Credit Bureau Risk Modeling Group

Product, Strategy, and Data Analytics leader turned consultant and executive coach.

Over 23 years experience working in consumer & financial services, data, SaaS, and technology industries with a versatile GM skillset and expertise across Product & Design, Credit & Risk, Data & Analytics, Finance & Strategy, and Operations. Proven track record of developing and bringing to market successful strategies, products, and processes across fintech innovators such as Simplist, PeerStreet, & OnDeck, as well as established players Capital One, Wells Fargo & FICO. I’m articulate, resourceful, dependable, and passionate about technology innovation. UC Berkeley Engineering & Berkeley Haas MBA.

As a Coach, I have helped 100s of people find their purpose, advance their careers, and confidently step into leadership roles. I am an ICF Member and draw from my training in Transformational, Ontological, Ecological Coaching, and Mindfulness, as well as my many years as an empathetic corporate leader. 

I coach:
👉️ Organizational leaders and managers
👉️ Entrepreneurs and business owners
👉️ High potential emerging leaders

Connect with me here: www.leadingyourlife.co
You can also learn more about my coaching journey here:

Apple: https://podcasts.apple.com/us/podcast/160-jeremy-guttenplan-on-transformation-relationships/id1143850229?i=1000678323011
Spotify: https://open.spotify.com/episode/5p50QAwwD6eQRD8Hkxc09i?si=3eHPqoEDQry6V6P8FlBIwg

A bit more:
I'm passionate about serving people, whether it's understanding the needs of my clients, training my students, or leading teams as a player-coach and mentor. I've grown and built several high-performing teams in fast-paced environments, ensuring my team members have everything they need to be focused and successful.

Jeremy Guttenplan, MBA, PCC

Growth shouldn’t cost everything else.

I used to think sacrifice was part of the deal.

You know the story.

Hit revenue goals but sleep suffers.
Scale the business but family time disappears.
Push for growth and everything else shrinks.

For a while I wore it like a badge.

“This is what it takes,” I’d tell myself at 11pm answering client messages.

But here’s what I eventually figured out.

It wasn’t discipline or work ethic I was missing.

It was design.

Most people aren’t lazy.

They’re just operating inside businesses that depend on them being constantly available.

Client texts at 9pm.
Slack threads that go nowhere.
Meetings about meetings.

It all feels important.

Meanwhile, the 10–20% of work that actually moves the business forward gets squeezed into whatever time is left.

Which usually isn’t much.

That’s not a motivation problem.

It’s structural.

The breakthrough for me wasn’t working more hours.

It was getting painfully clear on what truly mattered. Then redesigning the week to protect those few things.

Everything else turned out to be noise wearing a productivity costume.

Structure doesn’t solve everything.

But it’s surprising how much changes when urgency stops running the business.

Growth and life aren’t opposites.

Poor design just makes them look that way.

I learned something embarrassing on a sales call.

Early on, I was a total newbie when it came to selling my services.

On one call, the prospect asked what I did.

Simple question. Should’ve taken 60 seconds to answer.

Instead, I launched into a long explanation about leadership, clarity, fulfillment in life... 

...and a bunch of other things that probably made their eyes glaze over.

When I finally shut up, there was this awkward silence.

Then they said:

“So… you do coaching?”

Yep. I could’ve just said that.

Instead, I gave them a TED talk nobody asked for.

Here’s what I learned from that painful experience:

When you ramble, it’s usually not just “talking too much.”

It’s about clarity (or the lack thereof).

If you can’t explain what you do simply, something underneath isn’t fully defined yet.

You have to know what you’re actually selling. Who it’s really for.
Why it matters to the person you're talking to. Their situation, right now.

When those pieces are fuzzy, every sales conversation feels heavier than it needs to be.

When I rambled, that created confusion, which then created pressure.

Eventually I realized that pressure wasn’t coming from my sales techniques.

It was coming from that lack of clarity.

After that I didn’t need to persuade or push. I could just describe and have a conversation.

Sales stopped feel like pulling teeth (to my relief).

It started feeling more like two people figuring out whether it makes sense to move forward.

Sometimes the answer is yes. Sometimes it’s no.

And that’s fine.

taplio

The Battle

Jenny Lustig 🎤

Jeremy Guttenplan, MBA, PCC

Followers

Posts

Engagements

Likes

Performance ScoreJeremy Guttenplan, MBA, PCC's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jenny Lustig 🎤

Jeremy Guttenplan, MBA, PCC

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jeremy Guttenplan, MBA, PCC's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJeremy Guttenplan, MBA, PCC's LinkedIn Performance