Charles Sanchez Email & Phone Number

Santa Clara, Ca, Us

Leading product management for SVB’s Commercial Bank, driving the transformation of credit onboarding and portfolio management through the nCino platform. Previously spearheaded the design, development, and launch of Salesforce CRM for the Private Bank.- Led the successful launch of Salesforce Financial Services Cloud (FSC), delivering 50+ features within a year, including lead routing, prospect management, multiple collaboration tools, pipeline management, financial account oversight, and integrated reporting.- Currently managing the nCino Credit Onboarding Platform, overseeing a $23M digital transformation program aimed at streamlining credit workflows and enhancing regulatory compliance.- Supervised product strategy and delivery across five pods, focusing on the core value streams of credit origination, portfolio management, credit risk, regulatory compliance, data excellence, and a centralized credit onboarding center of excellence.- Enabled data-driven decision-making through integrated analytics, supporting over 1,000 active users and delivering measurable improvements in operational efficiency.- Developed and managed high-performing product teams, fostering collaboration and aligning digital solutions with business goals to enhance the client and banker experience.

London, Uk, Gb

Served as a business lead within Capco’s Wealth Management practice, specializing in digital transformation, product strategy, and delivery with a focus on CRM, client onboarding, and account management. Partnered with Tier 1 and Tier 2 banks to drive large-scale transformations aligned with business objectives, target-state models, and process optimizations.- Defined product strategy and roadmap for three major digital transformation initiatives, aligning solutions with business needs and future-state operating models.- Led a Tier 2 bank’s transition of retail and private banking CRM systems to Salesforce Financial Services Cloud (FSC), improving client relationship management and operational efficiency.- Advised a Tier 1 bank on migrating its private banking CRM to Salesforce FSC, enhancing scalability and aligning technology with business goals.- Directed the transformation of a Tier 1 bank’s client onboarding platform, migrating from an on-premises solution to a cloud-based platform compatible with multiple clearing providers, streamlining workflows, and optimizing processes.- Partnered with stakeholders to redesign business processes, delivering improvements in operational efficiency, client experience, and scalability through targeted technology solutions.- Leveraged Agile methodologies to deliver high-quality outcomes while managing cross-functional collaboration and aligning technical solutions with strategic priorities.

New York, Ny, Us

Played a key leadership role in conceptualizing, planning, and executing an $80M Salesforce CRM initiative, transforming business processes across four business lines and impacting 25,000 users globally.- Co-developed the strategy and product roadmap, aligning Salesforce CRM implementation with organizational goals, emerging market trends, and enterprise-wide needs.- Built consensus across stakeholders and leadership, driving alignment on product direction to maximize operational efficiency, enhance risk mitigation, and enable revenue growth.- Co-led the $80M CRM deployment, standardizing enterprise processes, improving the user experience, increasing transparency, and reducing total cost of ownership.- Delivered the first third-party cloud solution approved as a core platform at Morgan Stanley by assessing business impact, presenting a strong case to leadership, and securing buy-in.- Partnered with Marketing to execute a seamless product launch, leveraging best practices to drive user adoption and enhance the firm’s competitive positioning.- Improved cross-group collaboration and compliance while embedding a customer-focused culture through technology-driven initiatives.Key Accomplishments:- Delivered transformational business outcomes by aligning CRM solutions with enterprise data management strategies and long-term operational goals.- Achieved measurable efficiencies by modernizing processes and reducing operational redundancies across multiple business lines.

Boston, Ma, Us

Led product strategy and execution for Fidelity’s Clearing and Custody business, co-leading a $25M enterprise transformation program and overseeing a technology portfolio focused on client onboarding and operational optimization.- Delivered a streamlined client onboarding solution under a tight nine-month timeline, integrating third-party systems, reducing costs, and securing four key accounts critical to the business.- Managed a $15M technology portfolio within the $25M program, implementing a unified onboarding platform for 100+ broker-dealers. The solution combined Brokerage, Advisory, and Direct account opening systems with CRM integration, imaging, workflow automation, eSignature, and forms management.- Resolved client resistance to conversion by addressing their unique technology challenges, showcasing Fidelity’s differentiated value proposition, and ensuring client retention.- Aligned internal, external, and client-facing technologies to optimize processes, mitigate risks, and meet tight project deadlines, delivering exceptional results.- Enabled enterprise-wide efficiencies by consolidating fragmented processes and technology systems, improving client experience and positioning the platform for long-term scalability.

Boston, Ma, Us

Led product management for Fidelity Institutional and client-funded projects, driving enhancements to the Wealthscape platform and delivering solutions aligned with market trends, regulatory requirements, and business objectives. • Recognized with Fidelity Investments’ President’s Circle Award for exemplary leadership and exceptional contributions to business success. • Ensured compliance with FINRA Rule 2111 by delivering workstation enhancements aligned with the rule’s effective date and establishing a framework for ongoing platform improvements. • Led change management efforts in preparation for FINRA Rule 2111’s effective go-live date, coordinating readiness across 100+ broker-dealers to ensure seamless operational transitions and compliance adherence. • Designed and implemented dynamic, pre-filled brokerage forms powered by API integrations, improving efficiency and accuracy across client onboarding workflows. • Managed multi-million-dollar initiatives, such as Client House Holding, Multi-Account Maintenance, Cost Basis Legislation, Corporate Tax Status, eDelivery, and Address Standardization, streamlining workflows and improving operational efficiency. • Collaborated with cross-functional teams to align platform capabilities with client needs, driving scalability and enhancing the overall user experience.

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Zurich, Ch

Master Of Business Administration (Mba)

B.S. In Business Marketing