Jason May
About Jason May
Jason May is the Senior Director and Head of Invest Customer Care & Experience at Ally, with a significant background in customer service and operational management at TD Ameritrade.
Company
Jason May currently holds the position of Senior Director - Head of Invest Customer Care & Experience at Ally, located in Lewisville, Texas, United States. He has been serving in this role since 2020, contributing to the company's prominence in customer service within the invest sector.
Career at TD Ameritrade
Jason May's career at TD Ameritrade spanned from 2005 to 2020, during which he held various senior managerial roles. These included Senior Manager - Retail Learning & Development (2018-2020), Senior Manager - Investment Management Services (2016-2018), and other key positions. His work locations included Southlake, TX, Fort Worth, TX, and Draper, UT, where he led multiple initiatives to enhance client services and operational efficiency.
Education and Expertise
Jason May studied at De Anza College. His expertise encompasses customer service management, investment services, learning and development, and operational strategy. Additionally, he has significant experience in implementing innovative solutions to improve workplace efficiency and customer satisfaction.
Key Projects and Initiatives
Jason May led a cross-functional project to establish a nationwide remote workforce. This initiative resulted in a 200%+ increase in headcount for the Customer Service department. He implemented a LEAN huddle system to improve problem-solving and efficiency in client services and successfully migrated the Telephony System for Ally Invest to scale customer service operations. He also developed a Knowledge Management system and facilitated operational changes to enhance communication and collaboration at Ally Invest.
Professional Background
Jason May built a robust professional background through his extensive work in various managerial roles at TD Ameritrade and Ally. His career highlights include significant contributions to investment management, customer service, learning and development, and operational efficiency. His leadership roles have consistently focused on enhancing service quality and operational performance.