Summary
Overview
Work History
Education
Skills
Certification
Vendors
Timeline
Generic

Jeremy Jarrett

Chandler,AZ

Summary

Achiever, Relator, Restorative, Analytical, Strategic

Experience in the Brokerage/Banking/FinTech Industry. Experienced in Program Management, Product Management (Inbound and Outbound), Implementing Agile Methodology, SAFE (Scaled Agile), Project Management/Delivery, Online Banking Digital Experience, and Business Analysis. Proven analytical and problem-solving skills with experience in cutting edge technology. Demonstrated product and project management abilities in a fast-paced environment. Strong strategic thinker, energetic team member and leader, innovative, and ability to manage multiple products/projects concurrently with proven technical and business writing experience. Looking for an opportunity to increase appetite for leading edge technology where continuous improvement is the focus and guiding a team to success while laughing out loud

Overview

25
25
years of professional experience
3
3

Certifications

Work History

Sr. Manager Program Management

Altruist
12.2021 - 01.2025
  • Lead cross-functional teams to define and implement program strategies that align with organizational objectives, including: 1) Building a Clearing Firm and migrating advisors and their clients from Apex to FIS (April 2023). 2) Transitioning a client with billions in AUM from Pershing to Altruist (November 2024)
  • Develop and manage comprehensive program roadmaps to ensure timely delivery of key milestones and objectives
  • Oversee multiple high-priority technical projects, ensuring adherence to scope, budget, and timelines, with a focus on infrastructure integration for large-scale initiatives
  • Apply project management methodologies (Agile, Waterfall) to optimize program delivery, driving efficiency and consistency across all projects
  • Collaborate closely with senior leadership and key stakeholders to gather requirements, communicate progress, and ensure alignment with business goals/priority
  • Cultivate strong relationships with internal teams and external partners, particularly within Product and Engineering, to drive successful program execution
  • Proactively identify project risks and implement mitigation strategies, leveraging feedback loops (Scrum of Scrums) to maintain momentum and minimize delays
  • Mentor and develop team members, fostering a culture of continuous improvement and professional growth
  • Oversee the configuration and administration of Jira and Confluence for the entire firm, ensuring optimal usage and integration for the company and team needs
  • Led the integration of Jira with Jellyfish to enable data-driven decision-making and continuous program improvement
  • Spearhead the adoption of the Scrum Framework and the Sec/DevOps lifecycle, establishing standardized guardrails and promoting automation across diverse teams for enhanced collaboration and efficiency

Bank Engineering Sr. Manager – Sr. Scrum Master and RTE

Charles Schwab
03.2017 - 12.2021
  • RTE - Scrum Master of Scrum Masters supporting all changes for Schwab Bank
  • Servant leader and coach for the Agile Release Train (ART)
  • (70-80 Members)
  • Facilitate the ART events (Virtual 2 Day Program Increment Planning Event using Mural) and processes and assists the teams in delivering value
  • Partner with Platform PO’s and Business to make sure features/objectives are prioritized and ready to be worked on for the next Program Increment
  • Communicate with stakeholders, escalate impediments, help manage risk, and drive relentless improvement
  • Implemented Scrum of Scrums wiki pages, PI Planning Program Roadmap Readout, PI Planning Release View (Quarterly) (Mural Boards)
  • Oversee 6 scrum teams’ iterative delivery of multiple projects at a time and assist in identifying risks accordingly
  • Required Sprint zero for PI Planning and that drove us to shift the teams from project to product focused
  • Integral member for delivering Profile to ALS Conversion, P2P, Check Conversion, Card Lock Unlock, Rocket Mortgage, At Modernization, etc
  • A co-chair member of Community of Practices for ALL Scrum Masters at Schwab and Co Leader/Coach for the phoenix region
  • Admin for Jira, Confluence, and Teams communication
  • Introduced components to help tracking and linkage in Jira with initiatives, epics, stories, etc
  • Scrum Master for 2 Scrum Teams
  • Familiar with Dashboards, Plans, Confluence to Jira Tracking – macros – ex.- jira charts, local tab, jira issue filter, workload pie chart, etc
  • And Agile Craft
  • In charge of all financial budget projections for all projects, clarity actuals, and clarity projections
  • Responsible to report monthly accomplishments, velocity, etc of all 6 Scrum Teams to Bank Business team for 23B agreement

Bank Engineering Scrum Master

Charles Schwab
01.2014 - 03.2017
  • Facilitate product development and fulfillment by adopting Scrum Agile development methodology
  • Mapped the entire process from the front door to the development lifecycle and rolled it out to the entire Bank Technology team
  • Led the development team to implement source code management within TFS along with automating the build process
  • Provide day-to-day leadership and mentoring for the development team and production support team
  • Conduct Requirement gathering/refinement sessions, sprint planning sessions, stakeholder prioritization sessions, daily 15-minute stand-up meetings, Sprint Reviews, Coaching, and Retrospectives with the team
  • Increased average velocity +20 Story Points in two months while promoting collaboration, transparency, feedback loops, and continuous improvement
  • In charge of JIRA Front Door implementation - converting all front door activity, defects, etc
  • To JIRA and setting up the infrastructure accordingly
  • Responsible for the 6 month Release and Development Roadmap of the internal developed application
  • In charge of migrating all data for Bank Engineering from TFS to Jira

Sr. Business System Software Consultant

CRI – Mutual of Omaha Bank
03.2013 - 12.2013
  • Implemented the Kanban process for the Scrum Team which became the standard for other teams to follow.
  • Utilized the Kanban process to track 7 projects and follow each through the process to completion.
  • Integral team member for re-engineering an internal software product - CondoCerts
  • Responsibilities include program management, process improvement, business analysis, inbound product management, and project management

Sr. Product Manager (Web and Mobile)

E*Trade Financial
03.2007 - 02.2013
  • Web Product Architect and Program Manager for the implementation of a vendor hosted Bill Pay UI-ASP and Converted 60,000 users with 128,000 accounts resulting in 99.9% data accuracy
  • Replacing the home grown antiquated solution resulted in a cost savings of $200k per year
  • Overall scope included Requirement Gathering, Requirement Creation – RFP/SCOPE/BRD/FRD, Vendor Relationship Management, Change Control Management, User Experience – wire frames/error messaging/process flow/copy/etc., Risk Mitigation - Cyota, Test Case Review, Go To Market Strategy, Communication-Change in Terms, and Training with Customer Service
  • Responsible for the Cash Mobile roadmap and offerings such as Mobile Deposit, Mobile Bill Pay, and Mobile Quick Transfer
  • All product implementations required Vendor Analysis, RFP’s, Contract Negotiation, Risk Mitigation - Cyota, Aml/Legal/Compliance Approval, Competitive Analysis, Requirement Writing – Business Requirements, Functional Requirements, Wire Framing, Training, Project Management and collaboration/approval with business partners and executive management
  • Increased overall monthly Mobile Deposits by 40 percent in December 2012 with raising awareness through marketing and generated a cost savings of $400k by repurposing budgeted funds after Mobile Deposit survey results
  • Introduced E
  • TRADE’s Home Deposits (SAAS), a consumer capture product, to select customer group generating over $10 million in deposits
  • Included third party vendor integration with x9.37 file transfer implementation
  • Responsible for the Home Deposit Sunset project and all Remote Capture products
  • Mobile, Consumer and Corporate
  • Responsible for new product development ideas in the cash management area
  • Attended Finnovate two times to understand what opportunities are available for ETRADE Bank
  • Managed one Product Manager Professional for ETRADE Bank

Education

Bachelor of Science - Graphic Design

California State University, Sacramento
Sacramento, CA
06.2004

Skills

  • Program Management
  • Product Management
  • Project Management
  • Clearing Conversions
  • Release Train Engineer
  • SDLC
  • SAFE
  • SFTP Connectivity
  • Stakeholder Management
  • Leadership
  • Strategic Thinking
  • Problem Solving and Decision Making
  • Change Management
  • Negotiation Skills
  • QA Management
  • Budget and Resource Management

Certification

  • Certified Scrum Master
  • Certified Safe 5 Agilist
  • Certified Safe 5 Practitioner

Vendors

  • FIS
  • Loanet
  • Fiserv
  • ADP
  • Visa
  • Harland Clarke
  • Atlassian
  • Figma
  • Coda
  • Mural
  • Miro
  • DTC
  • BT Radianz
  • Jellyfish

Timeline

Sr. Manager Program Management

Altruist
12.2021 - 01.2025

Bank Engineering Sr. Manager – Sr. Scrum Master and RTE

Charles Schwab
03.2017 - 12.2021

Bank Engineering Scrum Master

Charles Schwab
01.2014 - 03.2017

Sr. Business System Software Consultant

CRI – Mutual of Omaha Bank
03.2013 - 12.2013

Sr. Product Manager (Web and Mobile)

E*Trade Financial
03.2007 - 02.2013

Bachelor of Science - Graphic Design

California State University, Sacramento
Jeremy Jarrett