Arjun Daga Email & Phone Number

St. Louis, Mo, Us

Leading a team of highly skilled Product Owners and Senior Product Owners to deliver best-in-class client, prospect and advisor journeys and experiences

New York, Ny, Us

Product: Client Onboarding, Fraud Controls, Digital Wealth Management PlatformsTeam Lead: Managed a team of multiple product managers to deliver a seamless integration of acquired onboarding systems; Responsibilities include partnering with Legal, Risk, Engineering, Design and Research, Fraud and Global Financial Crimes partners to deliver a best-in-class experience for wealth managers and clients with combined assets >$6TIncreasing Revenue: Designing and executed the strategic vision for a day-to-day cash management account (similar to a checking account) for existing wealth management clients, brining in new AUMMergers and Acquisitions: Launched a next generation digital platforms by the best features of Morgan Stanley Online and E*Trade.com; Managed 5 agile squads comprising over 45 developers, UX experts, QA testers, and Scrum Masters to deliver in record timeFraud Controls: Saved over $2M annually by conceptualizing and introducing a fraud prevention tool to authenticate clients through voice biometrics before taking transaction ordersFostering innovation and coaching: Lead a team of 21 to pivot from paper forms within 2 weeks to digitize them, empowering clients to conduct business through COVID - 19Process optimization: Reduced the time taken to open new accounts in bulk for a Silicon Valley IPO, from 4 weeks, to overnight (>90%) by collaborating with control partners and external clients and executing over 20 complex optimizations

London, Gb

Provide integrated advisory services to wealth and asset management firms.Top 5 WM firm (Product: Client Onboarding, Digital Wealth Management)- Activities included including requirement gathering, liaising with key stakeholders in Legal, Risk, Compliance, IT, Operations, Banking, Fraud, Global Financial Crimes, and successfully concluding in-depth negotiations. Reviewed and oversaw workstream release activities including UAT, QA, production release, user experience design, implementing user feedback. Performed similar BA activities to support upcoming Self Service portal.Large WM firm (Product: Client Onboarding, Trade Management, Regulatory Management)- Collaborated with Client Onboarding team and trading teams to analyze systems, document and implement preventative and detective controls for Cross Border business and to prepare for GDPR (EU regulation) rollout.Large WM firm (Product: Field Operations, Client Onboarding)- Conducted working sessions with front office (Branch Managers, FA's) and back office (Ops, IT) to catalog and prioritize issues faced by branches. Implemented changes to ensure a more seamless advisor and client experience, involving multiple branch visits and leading working sessions with FA's and Branch Managers.Large AM firm (Product: Target Operating Model, Goals Based Investing)-Assessed firm capabilities maturity and recommend multi-year strategic roadmap to achieve target operating model-Worked with client stakeholders to manage, rationalize and prioritize multiple concurrent and future pipeline projects based on deadlines and firm impactOther projects-Assisted in the scheduling, planning and performing user acceptance testing for system implementation-Developed presentations on prominent industry trends and company specifics, to be presented to the C-suite and Board members

London, Gb

Led multiple project teams dealing with high impact regulatory projects across London, Tokyo and Singapore, using agile and waterfall methodologies.Developed operational efficiencies by thorough bottleneck analysis, data analytics and process reengineering.Implemented risk and control project to reduce risk of manual error and/or fraudulent activity in Middle Office processes for Interest Rate Derivatives and Credit Derivatives.

Zurich, Ch

Analyzed systems architecture for Straight-Through- Processing and trade flow capability for APAC, EMEA and Americas for Rates products.

Lausanne, Ch

Developed a new sales reporting system using OLAP and data warehousing, integrating this with existing warehouse management system to provide real-time inventory tracking and analytics.

Master Of Business Administration (M.B.A.)

Bachelor Of Science (B.Sc.), Management Information Systems, General