Program Manager Risk Management

Joseph Sclafani

Mobile: 631-***-**** Email: *********@*****.*** Plano, Texas

EXECUTIVE TECHNOLOGY LEADER FINANCIAL SERVICES

Accomplished Program / Product Manager with extensive experience in driving large-scale digital transformation and operational excellence within global financial institutions. Adept at aligning technology initiatives with business objectives, delivering innovative products, and leading cross-functional teams. Recognized for strategic leadership, operational acumen, and a proven ability to execute enterprise-wide programs in dynamic, complex environments.

Product Strategy and Vision

Digital Transformation Leadership

Data Analytics and KPI Tracking

Financial Planning & Risk Oversight

Stakeholder Management

Product Lifecycle Management

Organizational Change Leadership

Agile & Scrum Methodologies

Market and Competitive Analysis

Roadmap Development

User Experience Design

Program Management

CORE COMPETENCIES

PROFESSIONAL EXPERIENCE

JP Morgan Chase Plano, TX

Executive Director – Program Lead, Managed Accounts Product (2022–Present)

Drive strategic planning and execution for the Managed Accounts Product (MAT) program, ensuring alignment with business objectives and operational excellence.

Key Contributions:

Partner with C-suite executives to drive strategic priorities and business transformation initiatives.

Partnered with Key Stakeholders in Conducting market research and competitive analysis

Collaborated with engineering and design teams to implement user feedback, enhancing product usability and customer satisfaction.

Facilitated bi-weekly sprint planning and retrospectives, improving team efficiency by 20%.

Spearhead communication strategies and executive reporting for MAT SteerCo.

Oversee strategic project management, ensuring delivery excellence and stakeholder alignment.

Champion organizational effectiveness through talent development and engagement initiatives.

Optimize financial performance by leading cost optimization and productivity initiatives.

Ensure robust risk management practices and regulatory compliance across all initiatives.

Participated in user research and A/B testing

Executive Director, Senior Program Manager (2015–2021)

Led mission-critical, high-impact initiatives, driving innovation and operational improvements across Wealth Management.

Strategic Initiatives:

Client Account Onboarding Transformation:

Co-directed the creation of a next-generation client onboarding platform, enhancing straight-through processing efficiency by 80%.

Contributed to the development and successful launch of a web-based platform.

Engaged in user research and conducted interviews to collect valuable insights, informing strategic product decisions.

Collaborated closely with engineering and design teams to ensure on-time delivery of key product features.

Led the agile transformation initiative, improving team collaboration and reducing cycle times.

Oversaw a cross-functional team of 12, facilitating seamless integration across diverse systems.

Wealth Management Marketing Modernization:

Directed a $5M marketing technology modernization initiative, enhancing digital client engagement.

Led the overhaul of the Wealth Management content management system, improving content delivery speed by 40%.

Developed a comprehensive content modernization strategy, resulting in a 30% increase in audience engagement.

Led the overhaul of the company's content management system, improving content delivery speed by 40%.

Developed a comprehensive content modernization strategy, resulting in a 30% increase in audience engagement.

Collaborated with analytics teams to leverage data insights, optimizing content for target demographics.

Managed a team of 12 content creators and strategists, ensuring alignment with brand objectives and digital trends.

Introduced data-driven dashboards for actionable insights into sales and marketing performance.

Cybersecurity Risk Governance:

Led the development and execution of a comprehensive cybersecurity program, reducing security incidents by 40% within the first year.

Managed a team of 12 PMs professionals, reviewing threat analysis, vulnerability assessments, and incident response.

Collaborated with cross-functional teams to ensure compliance with industry regulations, achieving a 100% compliance rate in annual audits.

Managed an $6 MM cybersecurity program, aligning with global regulatory standards.

Collaborated with key stakeholders leadership to establish a proactive cyber risk management framework.

Previous Experience:

MFUG Program Manager (2014-2015)

Genesis Managing Director, Managed Services (2013-2014)

C&L Group Senior Vice President, Client Engagement Services (2012)

Barclays Wealth America Director, Program Manager, Client Reporting (2008-2011)

Lehman Brothers Senior Vice President, Wealth Management (2003-2008)

Neuberger Berman Wealth Management Vice President (1998-2003)

Dreyfus Mutual Funds Lead Application Developer (1995-1998)

EDUCATION & CERTIFICATIONS

Education

B.A. in Management and Communications – Adelphi University

Certifications:

MIT Sloan + CSAIL Artificial Intelligence Certificate

Certified Scrum Master (CSM)

Agile Certified Practitioner (PMI-ACP)

Project Management Professional (PMI-PMP)

AWS Cloud Practitioner

TECHNICAL PROFICIENCIES

JIRA, Confluence

Programming: Python (AWM Python Training)

Process Optimization: Camunda Modeler, DevOps Practices

Productivity Tools: Microsoft Suite (Word, Excel, PowerPoint, Outlook)

Cloud Computing: AWS, Cloud Strategy, Migration

Digital Solutions: Full Stack Web Development (CSS, REACT, JavaScript, Bootstrap)

References available upon request.

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