Max Sobrano
Customer Success | FinTech & Payments | Strategy & Operations | Client Experience & Analytics | JPMorgan
- Role
- Senior Client Associate (Sie, Series 7, Series 66 and Series 99 Licensed) at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Max Sobrano
I am an MBA-trained, data-driven professional with experience across financial services, operations, and client strategy. At J.P. Morgan, I support high-net-worth clients and advisors by improving processes, coordinating across business units, and delivering solutions that enhance both client outcomes and operational efficiency.My background spans wealth management, real estate, client operations, and analytics, giving me a broad perspective on how organizations function and how cross-functional teams can work together to create meaningful impact. I’m skilled at breaking down complex problems, analyzing data to uncover insights, and executing strategies that drive measurable results.I thrive in roles where I can combine strategic thinking, stakeholder management, and analytical rigor—whether optimizing internal workflows, supporting product teams, or contributing to initiatives that simplify and scale operations.Currently exploring opportunities in Strategy, Consulting, Business Operations, Product Strategy, and FinTech.
Experience
Senior Client Associate (Sie, Series 7, Series 66 and Series 99 Licensed)
Apr 2023 — Present · New York, NY, US
Improved operational workflows across advisory, legal, compliance, and trading teams, reducing turnaround time and enhancing advisor productivity.Leveraged client and internal data to identify trends, inform planning, and guide strategic decision-making for high-net-worth clients.Partnered with cross-functional stakeholders to resolve complex operational challenges, streamline processes, and enhance the digital client experience.Supported firm-level initiatives through coordination with Business Resource Groups, contributing to culture, community, and organizational strategy.Managed a book of 250+ clients, translating financial goals into actionable strategies and enhancing long-term relationship value.Utilized CRM and digital platforms to track workflows, identify bottlenecks, and enhance reporting accuracyMember of Firm Business Resource Groups: Adelante, Allies Against Antisemitism, NextGen, GoGreen
Education
Monmouth University
Master of Business Administration - MBA, Business Administration and Management, General
Monmouth University
Bachelor's degree, Business Administration and Management, General
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