EMILY ANNIS
New York,NY
Summary
Product leader with over ten years of experience in financial services, specializing in payment processing. Successfully defined product strategy and led a team to launch a payment system from concept to execution. Expertise in integrating AI technologies to enhance operations and user experience. Recognized for driving results through effective stakeholder management and collaboration.
Overview
21
21
years of professional experience
Work History
Vice President, Asset Transfers Product Lead
GOLDMAN SACHS
New York City
04.2022 - Current
- Defined the product strategy and built a payment system from 0→1 supporting both internal and external users and all asset transfer types, taking the product from vision and requirements through development, launch, and ongoing optimization.
- Led the 10-person Payments Product Team, defining product strategy, prioritizing the roadmap, and driving execution in partnership with engineering, operations, and business representatives.
- Own product strategy for integrations across the payment ecosystem, including vendor integrations and connectivity with supporting systems.
- Incorporated AI capabilities into the product roadmap, evaluating and delivering opportunities to improve user experience, automation, and operational effectiveness.
- Partner closely with engineering to translate business goals and user needs into product vision, technical requirements, roadmap priorities, and delivered capabilities.
- Define product strategy and roadmap for an internal-facing Asset Transfer platform, prioritizing investments through budgeting exercises and global stakeholder feedback.
- Designed automated workflows and approval flows, increasing straight-through processing (STP) by 40% and reducing manual intervention.
- Led internal account-opening system buildout, gathering requirements and partnering with software developers, end users, and business managers.
Product Manager
JPMORGAN CHASE & CO.
New York City
04.2020 - 04.2022
- Managed product lifecycle from discovery to rollout, encompassing requirements gathering, product refinement, and comprehensive user testing.
- Executed product roadmap, collaborating with stakeholders to prioritize features, gather requirements, and deliver user-centered products.
- Established operating model and built STP rules engine to accelerate account opening and streamline operational processes.
- Reduced approval requirements by analyzing business processes and introducing systematic checks.
Private Client Consultant
JPMORGAN CHASE & CO.
New York City
01.2017 - 04.2020
- Analyzed client needs to deliver tailored financial solutions and support.
- Facilitated communication between clients and internal teams to ensure seamless project execution.
- Developed job security program for advisors during extended leave periods.
Private Client Investment Associate
JPMORGAN CHASE & CO.
New York City
10.2014 - 01.2017
- Managed client investment portfolios with strategic asset allocation.
- Collaborated with financial advisors to create tailored investment solutions.
- Collaborated with high-performing team to manage over $500M in assets, enhancing client investment strategies.
- Processed payments, account opening documentation, trades, and portfolio rebalances; developed tailored financial plans to meet client objectives.
Financial Advisor
MORGAN STANLEY
New York City
09.2013 - 09.2014
- Established client relationships, evaluated financial goals, and provided tailored investment guidance to meet client objectives.
- Cultivated strong relationships with clients to understand their financial goals.
- Developed personalized financial plans for diverse client portfolios.
- Analyzed market trends to provide informed investment advice.
Client Services Manager
SOUTHERN DIAGNOSTIC ASSOCIATES, INC.
Fort Lauderdale
06.2005 - 09.2013
- Acquired and managed high-profile clients while developing policies and procedures that enhanced operational efficiency.
- Managed client relationships to ensure satisfaction and retention.
- Coordinated communication between clients and internal teams effectively.
- Facilitated training and change management for new software implementation to ensure seamless transition and user adoption.
- Developed training materials for staff on service protocols and procedures.
Education
Master of Business Administration - Strategy, Leadership & Change Management
NYU STERN SCHOOL OF BUSINESS
New York CityBachelor of Applied Science - Supervision and Management
BROWARD COLLEGE
Fort Lauderdale, FLSkills
- Product strategy and vision
- 0 to 1 product development
- Roadmap and prioritization
- Payments and fintech expertise
- Payment systems design
- Integrations and vendor management
- Process optimization
- Product team leadership
- Cross-functional leadership
- Stakeholder management
- Financial services knowledge
Timeline
Vice President, Asset Transfers Product Lead
GOLDMAN SACHS
04.2022 - Current
Product Manager
JPMORGAN CHASE & CO.
04.2020 - 04.2022
Private Client Consultant
JPMORGAN CHASE & CO.
01.2017 - 04.2020
Private Client Investment Associate
JPMORGAN CHASE & CO.
10.2014 - 01.2017
Financial Advisor
MORGAN STANLEY
09.2013 - 09.2014
Client Services Manager
SOUTHERN DIAGNOSTIC ASSOCIATES, INC.
06.2005 - 09.2013
Master of Business Administration - Strategy, Leadership & Change Management
NYU STERN SCHOOL OF BUSINESS
Bachelor of Applied Science - Supervision and Management
BROWARD COLLEGE