Marty Kraus

Product Leadedship @Self-employed

🧨 Consulting💼 C-level Executive✔️ ITBanking Operations🏦 FinanceProduct ManagerProject Manager

🔹 About Me: Highly accomplished product development professional with a deep knowledge base of financial products and services and a proven track record of driving strategic initiatives, building successful teams, and establishing key partnerships across leadership levels. I bring extensive experience spanning Agile product development, internal sales, operations, client service, project, and team management. 🔹 Key Skills: • Expertise in driving Agile methodologies to streamline product development processes and enhance efficiency, with a focus on delivering exceptional client service and maximizing value for stakeholders. • Proficient in identifying opportunities and executing strategic initiatives to drive business growth and meet organizational objectives. • Skilled in building and leading high-performing teams, fostering collaboration, and cultivating a culture of innovation and excellence. • Experienced in establishing and nurturing partnerships with key stakeholders to drive cross-functional alignment and achieve business goals. • In-depth knowledge of fee-based investment advisory programs, mortgages, securities-based lending, and financial planning. 🔹 Open to Opportunities: Passionate about driving innovation and making a meaningful impact. Open to new opportunities to collaborate, lead, and contribute to the success of dynamic organizations.

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Work Background

JPMorgan Chase & Co.Executive Director - Wealth Management Solutions Platform Development

Feb. 2022 - Jun. 2024Jersey City, New Jersey, United StatesLed a cross functional Agile product owner and product delivery team charged with the development of advisor facing Unified Managed Account platform tools, seamlessly integrating financial planning, investment proposal, suitability, fees, enrollment, and account opening to create a streamlined end-to-end process for advisors and clients.

JPMorgan Chase & Co.Executive Director - Wealth Management Product Development

Mar. 2016 - Feb. 2022Led a team responsible for new product development and program management of the fee based investment advisory platforms offered through the Chase Wealth Management (CWM) distribution channel. Platform includes discretionary, non-discretionary, and separately managed account programs