Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Scott Wilson

Rye,New York

Summary

Results-driven VP at JPMorgan Chase, specializing in digital product strategies and commercialization within Embedded Financial Services. Proficient in Agile methodologies and Jira, consistently delivering improved user experiences and streamlined product delivery. Recognized for strong leadership and analytical capabilities that elevate banking technology and enhance client satisfaction.

Overview

25
25
years of professional experience

Work History

VP - Embedded Financial (Payments and Banking) Digital Product Manager

JPMorgan Chase
New York, NY
07.2022 - Current
  • Responsible for all product strategy and roll out from discovery to commercialization across JPM’s US based Embedded Financial offering for Banking as a Service to corporate and commercial clients
  • This includes Embedded Payments for Merchant Processing across multiple ledgers and payment rails (ACH, Wire, RTP) and Embedded Banking for small and medium business leveraging a dynamic API solution across REST API’s
  • Lead the go-live of digital Embedded Banking product for allowing corporate and commercial clients to manage their banking as a service across multiple service providers allowing them to digitally open DDA account through their providers
  • Lead multiple development feature teams for defining the overall product backlog and execution from a prioritization and delivery standpoint utilizing Jira
  • Partnered with Compliance/Policy/Regulatory for automating the onboarding experience to digitalize the KYC and Customer Identification Program (CIP) to allow clients a seamless experience for account opening
  • Coordinated with our research and data analytics departments to prioritize analysis on client requirements along the digital banking and payments space to manage the overall prioritization and requirement development
  • Working with our operations and servicing team to streamline the onboarding experience for digital requirements and reduce KYC and physical documentation overhead
  • Lead overall product inception of Embedded Payments within the US market for Corporate and Commercial clients through Merchant Processing leveraging REST API integration with multiple ledgers through digital wallet programs to handle the pay ins and pay outs For ACH, Wires, and Real-Time Payments
  • Defined the commercialization strategy for both Embedded Banking and Embedded Payments to articulate the revenue implications and product portfolio post-pilot for go to market strategy
  • Manage ongoing product expansion for cross border payments and country expansion into Canada and UK for digital embedded payments and expanding multiple payment rails
  • Ownership of the prioritization and ongoing product strategy for expansion within Embedded Payments and Banking and managing the overall product back log within Jira partnering with cross functional feature team through an agile process

VP - TTS Account Services Product Development Manager

CitiBank
New York, NY
09.2019 - 07.2022
  • Responsible for all global product strategy and commercialization across Citi’s Treasury and Trade Solutions (TTS) client onboarding effectively delivering the digitalization of account onboarding and singer updates across corporate/operating/MIFT signers along with analyzing market trends and competitive landscape to recommend enhancements and capabilities
  • Lead the go-live of digital signer maintenance across global TTS partnering with regional product teams, operations, technology, compliance/legal and partnering clients leveraging Agile methodology for product roll outs
  • Engaged with corporate clients as part of digitalization of signer management to define user journeys and gaps in the workflow
  • Lead the expansion of digital global account opening partnering with technology and operations across all TTS regions in expansion to 95 countries enabling clients to digitally provide supporting documents with capability to eSignature
  • Lead the overall TTS yearly budgeting process across product, technology, and operations partnering with senior management to provide overall scope of yearly deliverables along with justifications and benefits
  • Helped create an ongoing process to measure product health and success using defined metrics across go-live success plan and operational workflow
  • Lead and owned the JIRA product roadmap and functional delivery of eBAM XML capability and commercialization plan delivering BRD requirements and overall industry standard forecast for client usability and eBAM standards

Director of Client Integration

trueDigital Holdings LLC
New York, NY
09.2018 - 07.2019
  • Lead all client integrations for buy-side and market makers over trueDigital’s CFTC certified institutional blockchain digital asset derivative product exchange, along with market maker integrations for OTC reference rate index across blockchain digital assets
  • Managed overall client integration from onboarding and regulatory requirements to business requirement gathering and project management for overall time to market to the digital blockchain asset exchange
  • Worked with clients on both the buy side and market makers on the overall FIX integration through the order management, market data, and post-trade drop copy workflow, utilizing Agile workflow through Jira storyboards
  • Developed CRM workflows across Salesforce for business solutions along with validation rules and client workflows
  • Customized client specific Agile workflows for integration process working with internal product teams for sprint priorities
  • Develop workflow strategies for presentation to various business stakeholders utilizing Microsoft Visio and PowerPoint
  • Define and prioritize future product roadmaps for client priorities across CLOB and RFQ trading platforms
  • Contributed to daily SCRUM calls as part of sprint prioritization across various exchange product implementations

Onboarding Manager – Client Services

trueEx Group
New York, NY
05.2014 - 07.2019
  • Steer Client Onboarding Team in scoping out buy-side and dealer’s full end-to-end business processes connecting to SEF trading platform for the Derivatives and Interest Rate Swaps
  • Work with clearing houses to derive business requirements for mapping end-to-end message flow on clearing IRS trades
  • Collaborate with Compliance and Internal Risk Team to make sure client requirements meet CFTC regulations
  • Teamed with buy-side firms and dealers to devise business requirements and use cases to meet clients’ business functionality on the TrueEx trading platform for IRS trading
  • Partnered with clients’ end-to-end process for post-trade recon to OMS systems utilizing FpML message processing along with post-trade processing to MarkitSERV
  • Established and implemented client certification test cases over FIX connectivity to ensure production readiness
  • Set up client firms with FIX connectivity over a proprietary API with multiple gateway options for pre-trade order entry, post-trade STP and Drop Copy, Market Data, Streaming Indicatives, and Dealer Auto-Quoting
  • Lead integration projects to buy-side OMS over FIX API workflows (Aladdin, Adroit, Broadway, ION, Charles River, Calypso)
  • Utilized SQL scripting to create standardized dynamic reporting and processes; liaised with front office personnel and client teams to ensure Dod-Frank and MiFID regulatory requirements are met
  • Customize team specific Agile workflow in JIRA for managing project sprint integrations across client onboarding

Senior Business Analyst | Project Manager

JPMorgan Chase
New York, NY
03.2011 - 05.2014
  • Lead overall project responsible for executing the Emerging Markets within LATAM private banking for global platform migration, working closely with product managers and stakeholders to determine project tasks estimates, deadlines, and deliverables
  • Instituted PMO procedures around LATAM IPB trading platform migration around project prioritization and timelines utilizing Agile methodology
  • Implemented project plans and gap analysis across LATAM private banking within Brazil to migrate to global platforms utilized within EMEA and Asia
  • Collected useful requirements to design the user approval and entitlement executive system
  • Teamed with stakeholders within Front Office to gather business requirements and functional documentation
  • Utilized incremental Scrum process to incorporate Agile Life Cycle Methodology through JIRA workflows
  • Designed functional and business requirements for front-end trading execution systems for LATAM private banking
  • Worked on FIX protocol message-based systems for trade execution applying business level test cases
  • Partnered with LATAM Risk Team to perform gap analysis and develop use cases for Risk Dashboard within emerging markets

Business Analyst | Project Manager | Team Lead

Quadriserv Inc.
New York, NY
11.2008 - 03.2011
  • Provided system and business analysis support for Security Lending Exchange, working with business users to ensure business and technical requirements
  • Created new system to monitor production trading and middle office systems
  • Designed test cases to handle new enhancements and bug-related fixes
  • Collaborated with in-house users to develop reporting system for corporate action and reports related to market data
  • Utilized SQL and Oracle store procedures to generate intra day client reports based on liquidity of system
  • Analyzed current data flows to devise future enhancements to connect third-party vendors
  • Documented technical and functional specifications for future enhancements
  • Provided detailed analysis and documentation of processes and trade flows

Systems Analyst Support | Team Lead

JPMorgan Chase
New York, NY
05.2007 - 11.2008
  • Led 3-member Systems Analyst Support Group responsible for providing production assurance within the Fixed Income Vertical
  • Coordinated with business users to gather business and technical requirements for Order Management and Execution flow
  • Maintained production applications used by Fixed Income Asset Management daily
  • Supported and troubleshot third-party applications and in-house processes that utilized FIX message routing to brokers
  • Designed test cases to handle ongoing UAT and future release enhancements for current production environment
  • Utilized SQL and developed Sybased Stored Procedure to handle automation alerts from back-end Sybase Server
  • Support and develop Java-based applications supporting Financial Servicing Messaging standards such as FIX and SWIFT
  • Ensured functionality of applications that handled updating real-time market data feeds used by traders throughout the day

Implementation Engineer

Enterprise Engineering, Inc.
New York, NY
05.2005 - 05.2007

Systems Analyst

Smart Stream Technology
New York, NY
12.2004 - 05.2005

Consultant

Vitria Technology
New York, NY
05.2003 - 11.2004

Software Consultant

DMR Consulting
Denver, CO
01.2000 - 04.2003

Education

B.S. - Computer Science, Economics

Rutgers University
New Brunswick, NJ

Skills

  • Leadership and Project Management
  • Analytical and process-driven
  • SDLC
  • Organized and detail-oriented
  • Financial Service Application Development
  • Payments
  • Wealth Management Technology
  • Vendor Relationship Management
  • Requirements Gathering
  • Detailed Functional Specifications
  • Presentation and Customer Service
  • KPI tracking
  • User experience optimization
  • Roadmap development
  • Prioritization and execution
  • Project management
  • Jira, Atlassian, Agile
  • End to end feature delivery
  • Stakeholder communications
  • Product backlog management
  • Go-to-market strategy
  • User and UX research
  • Product vision definition
  • Scrum framework
  • Feature prioritization
  • Wireframe design

Timeline

VP - Embedded Financial (Payments and Banking) Digital Product Manager

JPMorgan Chase
07.2022 - Current

VP - TTS Account Services Product Development Manager

CitiBank
09.2019 - 07.2022

Director of Client Integration

trueDigital Holdings LLC
09.2018 - 07.2019

Onboarding Manager – Client Services

trueEx Group
05.2014 - 07.2019

Senior Business Analyst | Project Manager

JPMorgan Chase
03.2011 - 05.2014

Business Analyst | Project Manager | Team Lead

Quadriserv Inc.
11.2008 - 03.2011

Systems Analyst Support | Team Lead

JPMorgan Chase
05.2007 - 11.2008

Implementation Engineer

Enterprise Engineering, Inc.
05.2005 - 05.2007

Systems Analyst

Smart Stream Technology
12.2004 - 05.2005

Consultant

Vitria Technology
05.2003 - 11.2004

Software Consultant

DMR Consulting
01.2000 - 04.2003

B.S. - Computer Science, Economics

Rutgers University

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