Max Chou Email & Phone Number

New York, New York, United States

• Conceptualize and design new features and product enhancements, informed by data analytics, product metrics, user experience research, competitive and market analysis, and business goals.• Engage with key stakeholders across business, product, engineering and marketing teams to develop, prioritize and define and execute the product roadmap to meet business objectives.• Lead agile teams, collaborating with design, research, technology, legal and compliance teams and driving decision-making across cross-functional groups. • Provide clear vision and direction by collaborating with teams and providing requisite documents; including use journeys, product requirements, and high-level wire frames to support UX design, tech development, and operations support.• Present product updates, including performance metrics, delivery status, and roadmap updates.

Greater Chicago Area

Business Technology OptimizationUser Engagement Manager – Central Region• Manage regional resources to effectively coordinate training plans and handle production issues for Front Office and other Business support entities on core technology tools such as Customer Relationship Management systems that enable them to analyze client data with the goal of improving proficiency and driving adoption in order to conduct client servicing and facilitate investment activities efficiently.• Act as Change Manager with coverage of over 500 individuals in 10 locations from various functions within Private Bank under JP Morgan Asset & Wealth Management.• Implement and execute rollout plans with Product Owners to communicate key functionalities while influencing user acceptance of agile methodology.• Gather constructive feedbacks, address key pain points, and understand business needs from end users to relay back to project teams for future enhancements.• Use metrics to design and carry out focus adoption campaigns in partnership with local senior managers.

Hong Kong

Front & Client Services, Business IntegrationBusiness Change Advisor• Improving Front Office end user adoption of different change programs within Private Banking in APAC.• Working with both Change The Bank and Run The Bank teams alongside other departments to ensure change programs are properly rolled out with the goal of minimizing disruption and maximizing the acceptance and benefits for the end users.• Heading changes in Hong Kong for programs such as: Client Mobile App, Front Office Applications, Order Management Systems, as well as new Product Launch.• Executing and controlling of training strategy and plan, providing early life support & transition to BAU.• Supporting and participating in various forums like Change Coaches & Change Champions, Voice of Business, Market & Team meetings.

Hong Kong

• Representing Operations and involving in deep dive forums with different stakeholders such as Legal and Compliance, Investment Products and Services, Markets, IT, Change the Bank, and Investment Suitability to discuss issues and new requirements imposed by regulators from different countries.• Coordinating implementations and changes into standard operating procedures by going thru scheduled Change Release cycles, which include Budgeting, Business and System Requirements, Business Impact Analysis, User Acceptance Test, Business Integration, and Post Implementation Review.• Conducting training sessions to both Operation as well as Marketing colleagues. Acting as escalation point for Run the Bank colleagues.• Drafting the contents and hosting weekly management updates, monthly change communication meetings and bi-monthly regional town halls.

Singapore

• Providing client servicing to Investment Bank direct clients and account managers, as well as Wealth Management client advisors, on queries and requests by interfacing with them, solving their problems, and coordinating with processing team on exception handling.

Greater San Diego Area

• Marketing products and services to clients while performing administrative duties, interfacing with management, managing the relationship with Financial Advisors, and coordinating with the operations function.

Greater Los Angeles Area

• Assist in coordination of corporate and business development events.