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.

* 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.

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.

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.

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.

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.

United States

United States