Chad Elkins
Director, Digital Product Management | Leading Organizational Change & Workflow Digitization | AI Strategy (MIT xPro & Google Cloud) | Building High-Velocity Product Cultures
- Role
- Director of Product Management at AssetMark
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chad Elkins
Strategic Product Executive | FinTech Innovation | AI & Digital TransformationI lead at the intersection of complex financial ecosystems and emerging technology. Throughout my career at firms like Charles Schwab and AssetMark, I have specialized in transforming legacy platforms into modern, scalable digital experiences—managing product portfolios that support up to $4 Trillion in Assets Under Management (AUM).My approach to Product Leadership is built on three pillars:1. Strategic Scale: I have a proven track record of navigating the industry\'s largest complexities, from executing the technical integration of the Schwab/TD Ameritrade merger to leading M&A initiatives that secured $230M in net new assets. I focus on high-velocity delivery that aligns with long-term P&L objectives.2. Technological Modernization: I believe that for an executive to lead effectively, they must stay technically current. My recent work focuses on the pragmatic application of Generative AI, NLP, and Microservices to solve real-world workflow challenges. I bridge the gap between executive vision and engineering execution, backed by specialized training from MIT xPro and Google Cloud.3. Organizational Agility: I don\'t just build products; I build high-performing cultures. I have successfully led organizational shifts from Waterfall to Scrum, resulting in significant increases in team velocity and substantial reductions in production defects.I am passionate about creating \"best-in-class\" digital solutions that simplify the lives of financial advisors and their clients while driving measurable business growth.Core Expertise: Product Strategy & Roadmapping | AI/ML Implementation | M&A Integration | Scaled Agile (SAFe)| FinTech Ecosystems | Cloud Architecture (GCP)| Executive Leadership | Workflow Digitization
Experience
Director of Product Management
May 2024 — Present · Phoenix, AZ, US
ASSETMARK, INC. Director – Workflow Digitization | May 2024 – Present• M&A Integration: Spearheaded the account opening integration of Morningstar Wealth’s TAMP business, resulting in $230M in net new assets and four new product lines.• Operational Transformation: Led the strategic shift from Waterfall to Scrum, increasing delivery speed and agility across cross-functional teams.• Efficiency Gains: Optimized employee workflows to achieve a 15% faster issue identification rate and a 25% reduction in triage time.• Modernization: Architected the project roadmap for a full Account Opening application rebuild utilizing Microservices and Micro UI interfaces.
Education
MIT xPRO
Designing and Building AI Products and Services, Artificial Intelligence
DeVry University
Computer Information Services
2004 — 2007
Skills
- Html
- Financial Services
- Software Development
- Scrum
- Agile Project Management
- Sharepoint
- Product Management
- C#
- .net
- Team Management
- Project Management
- Program Management
- Agile Methodologies
- Strategic Planning
- Management
- Business Analysis
- Product Development
- Databases
- Analysis
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