Michelle Lim
About Michelle Lim
Michelle Lim is the Director of Retail Strategy and Analytics at TD Ameritrade, with extensive experience in retail strategy, client experience, and data management.
Current Role at TD Ameritrade
Michelle Lim currently holds the position of Director, Retail Strategy and Analytics at TD Ameritrade, based in Jersey City, NJ. She has been in this role since 2015, where she is responsible for overseeing the company's retail strategy and analytics initiatives. Her work involves directing various strategic projects aimed at enhancing client experience and operational efficiency.
Experience at TD Ameritrade
Before becoming the Director, Retail Strategy and Analytics, Michelle Lim held several key roles at TD Ameritrade. From 2011 to 2015, she was the Senior Manager for Retail Strategy & Operations. Prior to that, she served as Manager of Client Experience & Strategic Initiatives from 2010 to 2011, and as Manager of Retail Distribution Strategy from 2008 to 2010. She initially joined TD Ameritrade as an Analyst focusing on Sales Strategy from 2007 to 2008. Throughout her tenure, Michelle has worked extensively in Jersey City, NJ.
Educational Background
Michelle Lim studied Economics & Political Science at Columbia University, where she earned her Bachelor of Arts degree. Her educational journey at Columbia lasted from 2001 to 2005. This academic foundation has equipped her with the analytical and strategic thinking skills that have been integral to her professional success.
Early Career at Novantas
Before joining TD Ameritrade, Michelle Lim worked at Novantas as a Management Consulting Associate from 2005 to 2007. In this role, she gained valuable experience in management consulting, which provided her with a solid foundation in strategic operations and business analytics.
Key Contributions During Major Mergers
Michelle Lim played a pivotal role in the Scottrade merger from 2017 to 2018, rationalizing over 250 new retail locations across the United States and onboarding 1,500 sales and service associates. During the Schwab integration from 2020 to 2021, she conducted a talent assessment for 1,500 sales associates and leaders. She also designed a client reassignment approach that load-balanced 11 million clients across 700 consultants in 190 sales territories. Additionally, she led technology teams to execute client and territory reassignments across interlinked legacy systems.
Innovative Forecasting and Data Management Initiatives
During the unprecedented client demand environment of 2020-21, Michelle Lim led a team to modernize the forecasting approach using open-source data science techniques. This initiative resulted in improving forecast accuracy from 70% to over 90%. Additionally, she created a team to oversee data management and curation for all retail analysts, integrating new products and systems into a consolidated data layer.