Bruce McClain
Colonia,NJ
Summary
- FINANCIAL PROJECT MANAGEMENT Financial Excellence | Strategic Visionary | Securities Services TechnologyDetail-oriented professional with more than 15 years of experience in utilizing financial leadership and technical knowledge to drive seamless delivery of projects. History of executing in-depth risk assessments, implementing best practices, and testing as well as rolling out Securities Services Technology products.
- Excel at demonstrating outstanding leadership skills to build, direct, and train high-performance teams.
- Talented at identifying / capitalizing on best initiatives and micro services infrastructure-based technology opportunities.
- Proven ability to drive an open line of communication with internal and external stakeholders to ensure timely delivery of all projects.CORE AREAS OF EXPERTISE Project Planning & Execution Financial Planning & Analysis Trade automation Team Leadership & TrainingTechnology Implementation Asset ManagementWeb-Based Reporting Stakeholder Management Reporting & Documentation
Overview
20
20
years of professional experience
Work History
TECHNOLOGY RELATIONSHIP MANAGER
JPMORGAN CHASE
New York, NY
01.2005 - Current
Head
01.2015 - Current
- To-end design, testing, and rollout of trade and reporting automation systems for seamless implementation of JPMorgan’s Securities Services product
- Convey insights on technology deliverables versus agreed SLAs to client audiences via orchestration of technology oversight meetings
- Serve as an integral corporate representative by engaging in broad oversight meetings with top-tier client technology upgrades and service conversions for review at the senior level
- CONTRIBUTIONS SNAPSHOT: Assessed and bridged the gap between IT and business via utilization of technical training courses for globally used web-based reporting and transaction platforms
- SELECTED RESULTS:
- Attained $87.5M in revenue for 2021 by aligning client’s technology agenda and Securities Services Technology to enable smooth onboarding of $65.2B of client assets
- Fostered sustainable five-year record sales growth by rendering outstanding sales support, participation in sales meetings, and representation of Securities Services technology with prospective clients.
KYC SYSTEMS & REPORTING ANALYST
CONTRIBUTIONS SNAPSHOT
01.2012 - 01.2015
- Streamlined escalated issue resolution activities by defining and deploying robust quality controls
- Assisted offshore team in executing various system data remediations and workarounds
- Researched defect solutions and built test scripts in collaboration with the compliance team, while maintaining LOB participation and management support for improvements
- Collaborated with the Release Manager to coordinate and drive remediations resulting from release fixes
- Acted as a subject matter expert for identification and resolution of global WSS KYC team technology issues
- SELECTED RESULTS:
- Secured revenue growth worth $15M by sourcing and onboarding multiple high-profile clients.
CLIENT SERVICE TEAM MANAGER
01.2010 - 01.2012
- Elevated effectiveness of client service delivery and support by offering high-quality technical guidance and reporting
- Troubleshot major service delivery issues by acting as a focal point for escalation, while resolving all client inquiries in a timely manner with zero service disruptions
- CONTRIBUTIONS SNAPSHOT: Increased client satisfaction by devising efficient procedures and driving process improvements
- SELECTED RESULTS:
- Delivered support to largest global asset managers, monitoring $1.6T in assets under supervision and management valued at $1.2T through provision of leadership to a high-performance cash operations team.
PROJECT MANAGER / TECHNICAL TRAINING SPECIALIST
CONTRIBUTIONS SNAPSHOT
01.2005 - 01.2010
- Conducted comprehensive research on client needs and challenges to showcase and emphasize the benefits of technical products during sales interactions
- Delivered in-depth training and orientation sessions to both technical and non-technical audiences, including coordinating international travel, facilitating hands-on guidance, conducting web-based demonstrations, and leading group presentations
- SELECTED RESULTS:
- Created and implemented a cutting-edge training curriculum and resource toolkit to promote continuous learning opportunities for clients and internal personnel.
Education
Master of Business Administration - Information Systems
University of Arizona Global Campus
Chandler, AZBachelor of Science - Mathematics
City University of New York, York College
New York, NYSkills
- SharePoint Power User
- Program Management
- Proficient in Trade and Cash Instruction Capture systems
- Client Facing Stakeholder Managemnt
Accomplishments
- 2024 JPMC Rising Star Candidate
Affiliations
- Golden Key International Honour Society
Timeline
Head
01.2015 - Current
KYC SYSTEMS & REPORTING ANALYST
CONTRIBUTIONS SNAPSHOT
01.2012 - 01.2015
CLIENT SERVICE TEAM MANAGER
01.2010 - 01.2012
TECHNOLOGY RELATIONSHIP MANAGER
JPMORGAN CHASE
01.2005 - Current
PROJECT MANAGER / TECHNICAL TRAINING SPECIALIST
CONTRIBUTIONS SNAPSHOT
01.2005 - 01.2010
Master of Business Administration - Information Systems
University of Arizona Global Campus
Bachelor of Science - Mathematics
City University of New York, York College