Chad Elkins Email & Phone Number

Concord, California, US

As the Director, Workflow Digitization, l lead a team of Product Owners to develop a industry-leading digital workflow solutions that provide clients with an easy, real-time straight-through processing experience for client requests.

Westlake, Texas, US

• Managed a team of technical product managers focusing on team transformation and the delivery of enterprise-level software using Product- Driven-Lifecycles for implementing Infrastructure as a Service and Software as a.
• Transformed the Schwab Advisor Center Platform from legacy/monolithic applications to Cloud-based microservices and micro-Ui’s while installing scaled agile practices across the product and development teams leading to.
• Increased the quality of search results by 80% by implementing enhanced search engine optimization which led to increases in click-thru rates and traffic to the Knowledge Base. This helped to reduce inbound call.
• Slashed the number or European Union printed materials and mailings by 100% by implementing digital user interfaces enabling advisors to electronically review and accept tender offers. This led to an average cost.
• Collaborated with executive leadership and business stakeholders refine business plans, elicit scope & define business value of products and services.

Westlake, Texas, US

• Defined and executed product vision by conducting market research, managing product roadmap, and delivering on objectives that meet/exceed revenue goals of the company while meeting the needs of customers.
• Led the Dividend Reinvestment build which scaled business operations and resulted in the elimination of manual processing by enabling end users to submit elections digitally (used by 7,500 advisory firms); Daily.
• Managed product backlog and prioritization of work using Jira to ensure products meet MVP and deliver value.
• Oversaw the Money Movement application enabling advisors to process checks, Journals, Wires and ACH services.

Westlake, Texas, US

• Product Owner for the Schwab Advisor Center website executing on roadmap objective provided.
• Developed project roadmaps.
• Prioritized backlog and generated user stories for the scrum team to deliver product outlined.

Westlake, Texas, US

• Managed a team of help desk reps supporting financial advisors, recordkeepers that used Schwab's website and software for trading, cashiering and other financial industry applications.
• Set rep measurements and managed team to meet call quality stats.
• Actively monitored calls to ensure reps followed correct steps for call resolution.
• Managed oversite of mainframe security for the SEI system.
• Oversite of API integration with the PCRA account opening system between vendor and Third-Party Administrators.

Westlake, Texas, US

Managed help desk supporting business to business data exchange.Conducted data mining and wrote programs and scripts to conduct data imports into Salesforce.

Westlake, Texas, US

Suported website and desktop applications for Recordkeepers. Internal website development using ASP, and HTML technologies using local mySql servers. Sharepoint website and InfoPath forms creation.

Westlake, Texas, US

Help desk phone support for client base.