Mario Isaac
Product Delivery & Operations Leader
San Francisco
Summary
Dynamic Product Delivery Director at JPMorgan Chase with a proven track record in product lifecycle management and stakeholder engagement. Spearheaded the integration of OpenInvest, enhancing ESG reporting and client insights. Expert in data-driven decision-making, fostering cross-functional collaboration to drive strategic initiatives and deliver impactful results.
Overview
23
23
years of professional experience
3
3
Languages
Work History
Product Delivery Director
JPMorgan Chase
San Francisco
06.2021 - Current
- Built and scaled Product Operations from the ground up, driving strategic alignment, delivery efficiency, and team enablement across Product & Engineering.
- Led the post-acquisition integration of OpenInvest into JPMorgan, designing and implementing scalable product delivery processes aligned with a highly regulated enterprise environment.
- Led the end-to-end launch of Sustainability Reports across four investment strategies, enabling clients to access transparent impact metrics aligned with ESG goals.
- Delivered Sustainability Diagnostics within Advisor Tools, enhancing advisor-client conversations through personalized portfolio insights.
- Oversaw the implementation of Investment Restrictions, allowing clients to tailor portfolios by excluding securities based on thematic and values-based causes — a core differentiator for OpenInvest.
- Owned the full product lifecycle for these initiatives — from discovery and prioritization through governance, development, and on-time delivery — in alignment with regulatory, operational, and client experience standards.
- Developed strong cross-functional relationships to support the product team and organizational outcomes.
- Streamlined reporting processes to provide clear visibility into project status updates for stakeholders at various levels of the organization.
- Collaborated with stakeholders to define scope, objectives, and deliverables for each project, aligning expectations for success.
- Facilitated knowledge transfer among cross-functional teams to ensure consistency in best practices and alignment with organizational objectives.
- Implemented data-driven decision-making processes to optimize resource allocation and prioritize projects effectively.
Executive Director
OpenInvest - a JP Morgan Company
San Francisco
10.2019 - 06.2021
- Partnered closely with the CPO and executive leadership to shape product strategy, align roadmap priorities, and support company-wide strategic planning.
- Played a critical role in OpenInvest’s Series A and Series B funding rounds, preparing product narratives, operational metrics, and investor materials.
- Actively supported the merger and acquisition process with JPMorgan, contributing to product and operational due diligence, and leading migration efforts into the enterprise environment.
- Served as a key cross-functional bridge between Product, Engineering, and Business teams to ensure scalable processes were in place ahead of growth and integration.
- Developed strategic partnerships with key stakeholders to expand the organization''s reach and influence.
VP of Business Development and Operations
Abakus Group | Wecash China - Silicon Valley & Emerging Markets
San Francisco
06.2016 - 10.2019
- Led the Silicon Valley innovation hub, driving product and business innovation for expansion into emerging markets.
- Launched lending and crypto businesses in Brazil, tailoring models to local regulatory and market needs.
- Built and scaled the initial cross-functional teams, including product, operations, and business development, to support market entry and rapid growth.
- Structured and operationalized new ventures from scratch — overseeing go-to-market strategy, localization, partnerships, and launch execution.
- Championed product innovation ideas that led to significant improvements in functionality and user experience.
- Negotiated contracts with key partners, securing long-term commitments and favorable terms for the company.
Director of Business Development
OAS
Sao Paulo
01.2009 - 06.2015
- Led cross-functional teams across sales, marketing, heavy construction, and client relations for large-scale real estate and infrastructure projects.
- Oversaw the development and execution of real estate projects in Brazil, managing the full lifecycle from land acquisition to delivery.
- Directed land acquisition strategy, built partnerships with real estate brokers, and shaped the product offering based on market demand.
- Defined and executed go-to-market, marketing, and sales strategies, and played a key role in securing project financing and investor relations.
- Acted as a senior liaison between engineering, financial, and commercial teams to ensure alignment and execution against business objectives.
Banker
ABN AMRO Bank
Salvador
11.2002 - 12.2008
Education
MBA - Business Administration
Hult International Business School
San Francisco 05.2001 -
MBA - MBA Finance, Accounting And Auditing
FGV - Fundação Getúlio Vargas
Sao Paulo 05.2001 -
BBA - Business Administration
UNEB - Universidade Do Estado Da Bahia
Salvador, Brazil 05.2001 -
Skills
Product portfolio management
Roadmap development
Data-driven decision making
Product lifecycle management
Customer empathy
Product support
Stakeholder management
Product backlog prioritization
Product team leadership
Product documentation
Product launches
Teamwork and collaboration
Timeline
Product Delivery Director
JPMorgan Chase
06.2021 - Current
Executive Director
OpenInvest - a JP Morgan Company
10.2019 - 06.2021
VP of Business Development and Operations
Abakus Group | Wecash China - Silicon Valley & Emerging Markets
06.2016 - 10.2019
Director of Business Development
OAS
01.2009 - 06.2015
Banker
ABN AMRO Bank
11.2002 - 12.2008
MBA - Business Administration
Hult International Business School
05.2001 -
MBA - MBA Finance, Accounting And Auditing
FGV - Fundação Getúlio Vargas
05.2001 -
BBA - Business Administration
UNEB - Universidade Do Estado Da Bahia
05.2001 -