Jamie Khatri Email & Phone Number

United States

Using the latest AI/ML technology to transfer the participant contact center and operations.

Malvern, Pennsylvania, United States

* Lead the implementation and scaling efforts for two cash management products, a top OKR for Personal Investor division, resulting in exceeding our targeted enrollment and revenue goals by more than 2x.* Oversee the efforts to develop new and strengthen existing business processes and technology optimization to support a modernized ecosystem for cash management while leveraging an agile delivery model.* Responsible for oversight and coaching of 4 project managers located in PA, AZ, and… Show more * Lead the implementation and scaling efforts for two cash management products, a top OKR for Personal Investor division, resulting in exceeding our targeted enrollment and revenue goals by more than 2x.* Oversee the efforts to develop new and strengthen existing business processes and technology optimization to support a modernized ecosystem for cash management while leveraging an agile delivery model.* Responsible for oversight and coaching of 4 project managers located in PA, AZ, and NC. * Lead a cross functional team comprised on operations, product, technology, marketing, legal, compliance, and risk to manage all aspects of program delivery, including client experience, business readiness, stakeholder management and marketing and communications.* Manage the change management process, making critical decisions, remove roadblocks, and engaging program sponsors.* Provide frequent sponsor and stakeholder communications to senior leaders and principals on program status and progress towards goals, ensuring adherence to program business case. Show less

* Responsible for the oversight and development of over 30 employees spread across Pennsylvania and Arizona. * Manage both the operations and relationship management for the third-party mutual funds offered on Vanguard’s Brokerage platform, representing over 400 relationships, 14,000 mutual funds and $40 billion in assets under management. * Accountable for the $40 million department P&L, strategic planning and executing of department business plan and fiscal plan. * Implemented a… Show more * Responsible for the oversight and development of over 30 employees spread across Pennsylvania and Arizona. * Manage both the operations and relationship management for the third-party mutual funds offered on Vanguard’s Brokerage platform, representing over 400 relationships, 14,000 mutual funds and $40 billion in assets under management. * Accountable for the $40 million department P&L, strategic planning and executing of department business plan and fiscal plan. * Implemented a full-service omnibus sub-accounting process, with an expected five-year $15 million net present value.* Implemented New Ways of Working and LEAN management, resulting in higher engaged employees, over $500,000 in value creation through the elimination of non-value-added process steps and process automation, and a reduction in headcount of five employees. Show less

United States

* Conducted research and tracked emerging developments within the regulatory and policy space as it relates to Vanguard and the Asset Management industry which directly impacted Vanguard’s policy agenda. * Partnered with senior leadership in Investment and Risk Management to raise awareness of issues impacting the investment space. Influenced and debated Vanguard’s posture and level of engagement on these issues.* Worked closely with a number of external strategic partners, including… Show more * Conducted research and tracked emerging developments within the regulatory and policy space as it relates to Vanguard and the Asset Management industry which directly impacted Vanguard’s policy agenda. * Partnered with senior leadership in Investment and Risk Management to raise awareness of issues impacting the investment space. Influenced and debated Vanguard’s posture and level of engagement on these issues.* Worked closely with a number of external strategic partners, including industry trade groups such as the Investment Company Institute (ICI) and the Securities Industry and Financial Markets Association’s Asset Management Group (SIFMA AMG), to relay Vanguard’s position on key policy topics and provided substantive comments on industry comment letters to regulators. * Contributed to Vanguard’s thought leadership on regulatory and investment topics, assisted in developing the responses to regulator comment requests, SEC rule making, and other regulatory consultations. Topics were specifically related to liquidity risk management, SIFI designation, and common ownership.* Leveraged the aforementioned content to educate and influence both U.S. and European regulators and financial institutions to help shape their policy views on these topics. Show less

United States

* Served as a project manager on the largest shareholder proxy in U.S. history.* Led the efforts to identify, research, and prioritize potential proxy proposals for a shareholder vote. Presented the recommended list of proposals to the Managing Directors. Drafted the memo seeking board approval and the proxy statement that was administered to all Vanguard shareholders. * Managed all of the training efforts across the organization. Created proxy training materials related to the… Show more * Served as a project manager on the largest shareholder proxy in U.S. history.* Led the efforts to identify, research, and prioritize potential proxy proposals for a shareholder vote. Presented the recommended list of proposals to the Managing Directors. Drafted the memo seeking board approval and the proxy statement that was administered to all Vanguard shareholders. * Managed all of the training efforts across the organization. Created proxy training materials related to the proposals and conducted over ten training sessions throughout the organization, with a focus on the client facing divisions. Served as the single point of contact for all crew and client questions related to the proxy proposals, including attending a handful of client meetings.* Worked directly with Vanguard’s CEO and General Counsel to prepare them for the shareholder meeting.* Served as the International Proxy Business Lead. Created a strategy for client solicitation and developed and coordinated the proxy communication plan for each region. * Conducted daily analysis on the progress toward reaching quorum and passing all proposals. Analysis was used to prioritize outcalls made by client facing divisions to solicit additional votes. Show less

United States

* Analyzed product offering and created presentations for senior management with recommendations for product updates and strategy changes.* Managed the implementation and communication strategy for several large U.S. and Canadian fund events, including a number of first-time products for Vanguard. * Maintained status reporting of all fund initiatives managed by PRD globally and created the Global Product Plan monthly dashboard for senior management to provide status updates on the… Show more * Analyzed product offering and created presentations for senior management with recommendations for product updates and strategy changes.* Managed the implementation and communication strategy for several large U.S. and Canadian fund events, including a number of first-time products for Vanguard. * Maintained status reporting of all fund initiatives managed by PRD globally and created the Global Product Plan monthly dashboard for senior management to provide status updates on the progress towards reaching our product launch strategy. * Coordinated the movement of Vanguard capital to and from its funds for initial investment. Show less

United States

* Managed a group of ten analysts responsible for accurate and timely execution of all global middle office responsibilities including daily cash reconciliation and forecasting, money movements, trade confirmation and settlement, and relationship management for Vanguard’s fixed income assets.* Developed and implemented a cross training schedule to promote increased knowledge and crew flexibility.* Led a global project to create a tracking and reporting mechanism for broker and custodian… Show more * Managed a group of ten analysts responsible for accurate and timely execution of all global middle office responsibilities including daily cash reconciliation and forecasting, money movements, trade confirmation and settlement, and relationship management for Vanguard’s fixed income assets.* Developed and implemented a cross training schedule to promote increased knowledge and crew flexibility.* Led a global project to create a tracking and reporting mechanism for broker and custodian bank performance, resulting in more effective communication, increased awareness of operational risk gaps and a reduction in errors.* Supported the necessary operational changes within the derivative space in accordance with required regulatory changes under Dodd Frank. Show less

United States

United States