Jason S. Email & Phone Number

Lead Release Management activities across SMB, Affluent, and Mass Product Portfolios. Ensure release playbook validation tasks are built then completed accurately, required updates/deployment announcements are disseminated and facilitated to the stakeholders, and coordinate subsequent Release Management reporting· Establish work routines that facilitate transparency, collaboration and tracking of release deliverables inclusive of key partner meetingsAssist in the day-to-day portfolio management of the Ink Roadmap utilizing our agile methodology, helping enable a holistic view across Ink Initiative Discovery to Initiative Delivery for analysis and review.Assist in the creation and facilitation of our agile ceremonies including SMB Product Lifecycle Event Meeting, Bow Check-ins, portfolio/program reviews.Support and contribute to overall roadmap strategy efforts, including with individual project-based work in conjunction with other SMB Business resources. Collaborate with Ink Roadmap owner to help establish more formalized PMO processes within the Ink team, in alignment with the evolving operating model. Ensure effective internal communications among all the work steams and stakeholdersAssist the extended Initiative Owner community with standards, tools, and processes that enable effective and consistent Initiative execution.

Wilmington, Delaware, United States

CIB Program Governance sits within the CIB Chief Data Office (CDO) and is responsible for governance and oversight of the program/project planning and execution; policy/standard implementation planning and execution; facilitating the assessment of new demands / work impacting the CDO.Responsibilities include:• Supporting the implementation of a framework for project execution standards and tools• Execute program governance such as tracking deliverables from identification to completion, preparing materials, coordinating with subject matter experts, and maintaining stakeholder meetings• Produce program governance reporting across CIB CDO book of work and ensure consistent maintenance of status reporting• Manage short to medium term projects inclusive of project plan development, status reporting, meeting coordination / presentations• Provide close support and partnership to Controls Management with respect to Data Risks and their governance through the Business Control Forum • Help to deliver appropriate training, awareness, and communication strategy / campaign• Act as a trusted partner to the business and provide advisory services as needed• Act as liaison / quality control point between control managers and the capability leads, businesses and functions for any Audit, Regulatory and Client requests• Help drive our strategic vision of enabling data use while protecting data as an asset to the firm and help promote this culture with the business

• Partner closely with the Product Area, Product Owner, & Customer Prototyping manager to create and lead an internal Chase Customer testing group for beta testing and product rollout preparation for Card, Auto, and Home Lending LOBs.• Champion the design, framework, and program selection criteria for testing group participants• Drive strategy and execution for Customer and employee adoption of products, including new product training and education of Home Lending Products, including new product training an education• Drive transformation of the delivery model to Agile in support of larger firm objective, ensuring the ability to rapidly identify and provide both internal and external customer feedback

Wilmington, Delaware

• Ensures all strategies entering Marketing Services are finalized and bundled in the most efficient manner.• Participate in interactive dialogue with Business Units to understand their strategy and formulate an approach. • Partner with the Business Unit to develop a high level approach to be used for the appropriate Finance and IT approvals.• Produce detailed concepts that are used in the Marketing Services scoping process.• Validate the scoping estimate after requirements have been locked down in order to identify scope creep and make modifications to the preliminary scoping process.• Recommend improvements to recurring activities that may not pass through the Concept or Scoping phases.• Interacts with the appropriate groups both within and outside of Marketing Services in order to ensure that all impacted parties are aware of and agree with the approach. External groups include Business Engineering, IT, CMS, Risk, Finance and Pricing.

Event Based Marketing:• Designed requirements and managed a team to pilot a fully integrated event based marketing approach to campaign(s) that reduced speed to market by 75% for portfolio and early month on book projects.• Program Manager for all event based initiatives. Responsibilities include: management of the event based marketing calendar, quarterly and ad hoc meetings with all product teams to discuss strategy and leading the team dedicated to executing new and existing triggers.Portfolio Migrations:• Managed and executed project that consisted of moving all Customers from 9 legacy rewards products to the Chase hero product (Freedom).• Implemented several enhancements that reduced speed to marketing by 25 days and helped increase Customer & Advisor satisfaction levels when compared to previous year’s migrations.Solicited Email Campaigns:• Developed a process within Acquisitions to support a model that will allow Partners to deploy solicited acquisitions emails that are supported via online applications and the Apply by Phone channels.Acquisitions Internet Timeline Reduction:• Overhauled the entire 12 week Acquisitions Internet Launch timeline by leading a team to reduce execution down to 8 weeks.

• Assisted with the migration of the bankone.com website into chase.com• Developed and drove strategies for 10 partner dedicated landing pages on chase.com• Review analytical date to determine online customer trends to determine future enhancements.

Project Management & Process Development• VISA/MC Benefits Overhaul: Facilitated operational readiness to support a full portfolio mailing of enhanced benefits brochures; Influenced Advisor facing systems design to allow advisor access to accurate product level benefit information Prioritization Process for Advisor facing Applications:• Through analysis of current process, worked with a team of individuals to identify gaps within the process and potential controls needed to stabilize the process and ensure incoming request were prioritized appropriately and implemented timely.• Developed a prioritization formula that would prioritize each system request based on the specific criteria. • Communicated the new process to key stakeholders ensuring it would meet their needs.• Developed a process where key stakeholders can track the status of their request; along with a scheduled communication process for items being implemented.