Jonathan Ferrara Email & Phone Number

Princeton, Nj, Us

New York, Ny, Us

Vestwell is the modern engine powering savings and investment programs for small businesses and individual savers. The savings gap is growing wider, despite millions of Americans asking for a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell has created the only single platform to address this ask, both in and out of the workplace. Vestwell’s cloud-based digital platform provides the underlying architecture to support financial services, payroll, and state partnerships. Together, we are rapidly closing the saving gap by working to serve the 32 million small businesses and 100 million undersaved people across the country. Vestwell currently powers nearly 25,000 small businesses, more than a million savers, and $25 billion in assets in all 50 states.

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

N/A , California , Us

Responsible for defining and delivering the strategic roadmap for the FolioDynamix platform, which supports over $750 billion in assets, 3.1 million accounts and 90k users across 50+ Broker Dealers, RIAs and Bank/Trusts. Managed a team of product owners responsible for writing all product requirements, defining releases and driving the development cycle for the firm. Worked closely with the marketing team to craft messaging for key features and releases in order to ensure industry and brand awareness. Lead product and technical due diligence efforts for all possible acquisitions and strategic partnerships. Managed and cultivated strategic partnerships with other vendors. Partnered with sales team to analyze all prospects, reviews requirements, creates delivery plans and helps convert prospects to paying clients. Key member of the management team, working cross-department to improve processes, streamlining the onboarding process and identifying opportunities for new revenue.

New York, Ny, Us

Project Manager in the Managed Accounts division of J.P. Morgan Funds. Supported the operations group, which managed over 25,000 accounts across multiple sponsor programs and internal channels including equity, fixed income, mutual fund, ADR and Unified Managed Accounts (UMA) strategies. Responsible for coordinating sponsor and product launches, platform enhancements and other firm-wide initiatives. Specializing in initiatives to increase operational efficiency and scalability, while decreasing risk and errors.

Us

Senior Business Analyst for the Managed Account Services division. Responsible for new project due diligence, analyzing and articulating of customer requirements, drafting business specifications and managing the testing and implementation process. Primary liaison between Operations and IT resources, both internal resources and vendor provided services.

Boston, Massachusetts, Us

Senior member of the operations team that provided back-office outsourcing and sponsor interfacing services for the managed accounts business. Performed a variety of operational activities including new account opening, account and trade reconciliation, workflow management, and monthly reporting. Facilitated the lines of communication between assets managers, sponsor middle offices and financial consultants.

Bachelor Of Science (Bs), Finance, General

Mba, Business Strategy And Information Technology