Jasmine Polanco
Lake Hiawatha,NJ
Summary
Experienced Program Manager with top-notch investment platform implementation and project management abilities. Highly organized, methodical and skilled at overseeing daily milestones across high-performance teams. Well-versed in AGILE and Waterfall methodology, planning and execution. More than 20 years in project management with proven success in the Financial services industry.
Overview
27
27
years of professional experience
Work History
Sr Lead Project Manager, VP
Wells Fargo
07.2023 - Current
- Sr Lead Project Manager for Equities, Equities Finance and Research Portfolio in Markets Corporate & Investment Banking.
- Act as an advisor to leadership to develop or influence success of programs, project performance and prioritization for planning, communications and engagements across change management.
- Lead the strategy and resolution of highly complex and unique challenges requiring full understanding of project impacts and comprehensive engagement.
- Deliver solutions that are long-term, large scale and require planning and progression, financial management, status reporting, effective communication and ongoing risk assessment.
- Provide vision, direction and expertise to more experienced leadership on implementing innovative and significant business solutions that are company wide to support operations using organizational, strategical, institutional knowledge and navigation to anticipate change impacts.
- Engage with key stakeholders, executive leadership, project leads, project team, portfolio sponsors and portfolio leaders to promote success of programs and project performance or prioritization.
Sr Program Manager
Sitetracker
03.2022 - Current
- Manage technology initiatives to execution that support business requirements.
- Craft OKRs that support business objectives.
- Facilitate meetings with project teams and stakeholders to discuss roadmaps, deliverables, timelines and overlapping project conflicts.
- Collaborate with development teams, stakeholders and senior leaders to build project plans, ensure efficient execution and timely delivery.
- Direct smooth and efficient program development by collaborating cross-functionally.
- Design infrastructure solutions to resolve business issues and improve delivery processes.
- Engage with engineers and stakeholders to create positive, trusting and professional relationships.
- Achieve project deadlines by identifying and mitigating roadblocks and consistently managing project performance.
- Orchestrate projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
- Maintain open communication by presenting regular updates on project status to engineers, stakeholders and C-suite executives.
- Provide strategic release plans to senior engineering management for approval by internal stakeholders and aligned development teams.
Program Manager
Stockpile
10.2020 - 03.2022
- Led program implementation for Marketing, Operations, Compliance, Trading, Risk and Finance for Stockpile's investment platform.
- Directed implementation of projects from a business and technical perspective for a variety of cross functional initiatives using AGILE and/or WATERFALL methodology.
- Leveraged project management processes and tools to define and execute projects.
- Defined and documented business requirements, project scope, goals, budget, project plans and deliverables that support company goals.
- Established milestones and objectives based on input from functional areas and stakeholders.
- Assembled cross functional teams including project stakeholders across lines of business to assess program risks and controls.
- Developed strategy for future programs and PMO team build out in line with company goals.
- Provided executive program status reports to Leadership teams.
- Developed, implemented and maintained detailed program and project management procedures.
- Addressed and resolved technical, financial and operational concerns with project team members and stakeholders.
Program Manager, Director
Gain Capital Holdings Inc.
02.2013 - 10.2019
- Managed project implementation process in accordance with SDLC guidelines from end to end with the goal of integrating, enhancing and updating trading, risk management, finance and compliance for investment systems/platforms.
- Directed implementation of trading and investment platform projects from a business and technical perspective for a variety of cross-divisional initiatives using AGILE or WATERFALL methodology via Office suite, Atlassian JIRA, Confluence and proprietary project portfolio management tools.
- Led trading and investment platform integrations as a result of M&A and third party vendor trading platform implementations across a variety of asset classes.
- Defined and documented business requirements, project scope, goals, budget, project plans and deliverables that support business objectives in collaboration with senior management and stakeholders.
- Monitored project costs, schedules and technical performance to ensure project success.
- Assembled cross functional teams including representatives from all business areas affected by the project/program to assess risks and controls.
- Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Developed strategy for future state of the program.
- Oversaw development, implementation and maintenance of processes within IT framework.
- Provided executive project status reports to senior management.
- Responsible for driving project governance framework including product committee, project team and business sponsor meetings.
- Developed, implemented and maintained detailed project/program management procedures.
- Provided Subject matter expert oversight and strategic guidance for implemented investment systems/platforms solutions and operations.
- Managed third party vendor relationships and consultants' assigned work.
- Management responsibilities for a team of project managers and business analysts including functional management, training, coaching and career development.
- Executed and managed assigned production programs valued at $1mm.
- Addressed and resolved technical, financial and operational concerns by working with team members and directors.
Project Manager, Director
Fidelity Capital Markets
05.2007 - 05.2012
- Managed project implementation process in accordance with project management lifecycle guidelines from end to end with the goal of integrating third party order management systems for order and trade interfaces on behalf of Fidelity Institutional and Prime brokerage clients.
- Managed project implementation process in accordance with project management lifecycle guidelines for industrywide projects across the firm.
- Managed existing order management client relationships as well as assisted in attaining new client relationships with Sales/Marketing partners.
- Managed implementation of projects from a business and technical perspective along with stakeholders for Institutional clients in support of various trading systems and products.
- Managed project implementation from end to end for OMS integrations via FIX protocol and various proprietary formats.
- Managed project implementation from end to end for an internal OMS conversion project impacting users firmwide.
- Managed various projects ranging in sizes from small to large scale with a maximum budget of 200mm.
- Directed the management of the product offering including all product and technology development enhancements as well as maintained competitiveness in service and pricing from a business perspective.
- Provided business support for implemented trade interfaces on behalf of the various Fidelity Institutional and Prime brokerage clients.
- Developed, implemented and maintained detailed business procedures and a service and support model for internal and external clients.
- Management responsibilities for a team of project managers and business analysts including functional management, coaching and development.
- This includes responsibilities for hiring and retaining staff, administration of reviews, and other management functions.
- Managed team relationship with business partners throughout Fidelity, external vendors and clients, including promoting services of the group, ensuring appropriate application of roles and responsibilities, reviewing metrics and reporting.
- Managed strategic direction of the trading OMS integration product offering along with business partners to ensure the offering continues to be responsive to changing business needs.
IT Project Manager
BMO Capital Markets
11.2006 - 02.2007
- Developed front-end business requirements to support the trading and investment banking business.
- Managed and maintained project budgets.
- Managed trading technology projects from end to end.
- Ensured completion of projects in a timely and efficient manner in accordance with project management lifecycle guidelines.
- Set overall vision and provided team leadership.
- Designed and prepared technical reports, studies and related documentation.
- Championed portfolio management approach to ensure consistent discipline and methodology in achieving innovation goals.
Project Manager, AVP
Pershing a BNY Co
03.1998 - 11.2006
- Developed front-end specifications for online trading software projects through all phases of the application development process.
- Managed project implementation from end to end.
- Implemented new methodology within the beta testing program for process improvement.
- Organized a team of business experts and developers to identify the required skill set for projects as functionality is developed and revisions and enhancements are introduced to the system to ensure adequate representation in meeting project goals.
- Managed SME group during the testing phase, communicated with testers regarding test issues, and worked closely with developers to aid in issue resolution, design, and usability.
- Developed front-end and back-end business requirements for an order management tool used firm wide that contains a series of order management rules which ensure the compliance of a variety of industry regulations that apply to all equity, option, fixed income, and mutual fund trades.
- Established business requirements for an international trading project that was implemented firm wide and offered to internal/external clients to ensure straight through processing of global transactions.
- Maintained a structured approach to product development by leveraging best practices in project management across business and technology areas within the firm.
- Group leader for the “Client First” firm initiative.
- Identified plans and resources required to meet project goals and objectives by setting realistic timelines and checkpoints.
Education
MBA - Business Administration And Management
St. Peter's University
Jersey City, NJ05.2006
Bachelor of Science - Business Administration
St. Peter's University
Jersey City, NJ05.2001
Skills
- Agile Methodology
- Project Planning and Development
- Software Development Lifecycle
- Strategic Planning
- Stakeholder Management
- Vendor Management
- Waterfall Methodology
- Financial Services
- MS Office Suite
- Process Improvement
- JIRA, Confluence and Portfolio Management Tools
- Risk Mitigation Planning
- Program Development and Management
Timeline
Sr Lead Project Manager, VP
Wells Fargo
07.2023 - Current
Sr Program Manager
Sitetracker
03.2022 - Current
Program Manager
Stockpile
10.2020 - 03.2022
Program Manager, Director
Gain Capital Holdings Inc.
02.2013 - 10.2019
Project Manager, Director
Fidelity Capital Markets
05.2007 - 05.2012
IT Project Manager
BMO Capital Markets
11.2006 - 02.2007
Project Manager, AVP
Pershing a BNY Co
03.1998 - 11.2006
MBA - Business Administration And Management
St. Peter's University
Bachelor of Science - Business Administration
St. Peter's University
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