Charles Sanchez

About Charles Sanchez

Product management leader with 20+ years of experience driving innovation across the financial services sector, specializing in wealth management, digital banking and commercial lending solutions. I excel at building and scaling product teams, bridging gaps between business needs and technology solutions, and leading transformational product initiatives that deliver real value to customers and stakeholders.My passion is solving complex problems at the intersection of technology and business, and I thrive in environments that require big picture strategic thinking, cross-functional collaboration, and rapid decision making. I’ve led key initiatives that delivered breakthrough improvements in customer lifecycle management, CRM integration, and commercial loan origination systems, impacting both the top and bottom line.What sets me apart is my ability to lead with a mix of strategic foresight and hands on execution. From managing multiple high performing product managers to building cross functional partnerships, I ensure that every product we launch meets market needs while aligning with long term business goals.If you’re looking for a product leader who can scale teams, own end-to-end product delivery, and execute bold visions, let’s connect.Feel free to reach out here or at: c••••••••@gmail.com

Experience

1. Product Director

   Silicon Valley Bank

   Mar 2020 — Present · Austin, TX, US

   Leading product management for SVB’s Commercial Bank, driving the transformation of credit onboarding and portfolio management through the nCino platform. Previously spearheaded the design, development, and launch of Salesforce CRM for the Private Bank- Digital Credit Transformation: Led a $23M nCino implementation across Commercial Banking, redesigning credit onboarding to enhance workflow automation, reduce underwriting cycle times, and meet strict regulatory mandates- CRM Launch & Feature Delivery: Delivered 50+ Salesforce FSC features within a year including prospecting, pipeline management, collaboration, and integrated reporting driving significant productivity improvements across Private Banking teams- Cross-Functional Leadership: Directed product strategy across five pods supporting credit origination, portfolio management, risk, compliance, and data streams. Aligned agile delivery with enterprise KPIs, regulatory standards, and strategic business goals- Executive Stakeholder Alignment: Partnered with executive and business line leaders to define platform roadmaps, secure sponsorship, and drive adoption of digital-first strategies that improved banker efficiency and client experience- Data-Driven Insights Enablement: Launched embedded analytics that empowered over bankers with actionable insights, streamlining operations and improving decision-making- Vendor & Ecosystem Integration: Built strategic vendor partnerships to extend platform functionality and support SVB’s long-term digital credit ecosystem roadmap.

Education

• New Jersey City University

  Bachelor of Science - BS

• Rutgers University

  Master of Business Administration (MBA)