Robert Kadoi Peterson
Product & Design Leader | Driving Transformation, Strategy & Client Experience
- Role
- VP Transformation Manager - Wealth Management Ops at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Robert Kadoi Peterson
Product and design leader with 15+ years of experience in service design, product strategy, and business transformation across financial services, technology, and consumer markets. At JPMorgan, I lead initiatives that modernize business processes, improve transparency, and deliver measurable efficiencies for advisors and client service professionals. I bring a proven track record of scaling solutions across thousands of users, optimizing workflows, and shaping data strategy at the enterprise level.Beyond financial services, I’ve scaled a consumer brand to $1M+ in annual sales and led innovation and design projects for Fortune 500 companies and startups. I combine Fortune 100 rigor with entrepreneurial agility, uniting design thinking, product management, and operations to deliver impact at
Experience
VP Transformation Manager - Wealth Management Ops
Feb 2024 — Present · New York, NY, US
Established a function focused on strategic product and process modernization across operations and client servicing.Led cross-application framework design to improve client servicing and enable proactive task management.Built and tested process improvements directly within low-code applications, implementing real solutions while providing continuous feedback to product teams on platform gaps and enhancements.Drove workflow optimization initiatives projected to eliminate redundant effort and improve cost efficiency.Partnered with leadership to align governance models and define enterprise data strategy.
Education
Delft University of Technology
Masters in Strategic Product Design, Industrial Design / Product Management
2010 — 2012
Bentley University
Information Design & Corporate Communications, Marketing, International Relations
2004 — 2008
General Assembly
UX Design Immersive, UX
2015 — 2015
Skills
- Market Research
- Product Development
- Brand Development
- Strategy
- Concept Development
- Start-Ups
- Entrepreneurship
- User Experience
- Advertising
- Service Design
- Business Design
- Marketing Communications
- Design Thinking
- Design Research
- User-Centered Design
- Marketing Strategy
- Adobe Creative Suite
- Illustrator
- Product Design
- Social Media
- Industrial Design
- Wire Framing
- Customer Journey Mapping
- Mind Mapping
- User Research
- Process Flow
- Information Architecture
- Graphic Design
- User Interface Design
- Interaction Design
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