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, CA06.2004
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
Similar Profiles
Igor TseluikoIgor Tseluiko
Principal Engineer/Group Lead at AltruistPrincipal Engineer/Group Lead at Altruist
Kimberly GiannettiKimberly Giannetti
Senior Director of Customer Success at AltruistSenior Director of Customer Success at Altruist
Kimberly GiannettiKimberly Giannetti
Senior Director of Customer Success at AltruistSenior Director of Customer Success at Altruist