Satish Jain

About Satish Jain

Forward-thinking solutions architect, seasoned technologist and enabler of change through large-scale enterprise-wide technology projects, which incorporates proactive and innovative solutions to address business challenges Multi-faceted, solutions-oriented and performance-driven, senior technology solution architect, with comprehensive leadership experience in conceptualizing, cultivating, architecting and implementing large, complex integrated $MM enterprise solutions within the financial industry spanning multiple solution areas. Advanced acumen in analytically examining systems and functionalities to plan & implement strategic IT projects/initiatives, systems consolidation, migration, integration and decommissioning supported by an Master of Science (MS) in Management Information Systems and a PMP certification Strategic technology project manager recognized for defining enterprise technology strategies and solutions that reduce costs, improve efficiency, support organizational goals and maximize technology investments Empower and enhance business opportunities through strategic technology & enterprise roadmap planning and implementation, while managing full life cycle development of large-scale financial applications Drive aggressive growth via innovative, reliable change management and offering best-in-class technology solutions for various client-facing trading and financial systems, including CTI Integrated CRM solution, Kasisto’s conversational AI platform, Qualtrics’s online survey solution, etc. Leadership and management competencies established by leading cross-functional and project teams, administering multi-million dollar IT budgets, vendor management, training & development, technology risk mitigation planning and client relationship building Articulate communicator transcends barriers between technology, creativity and business, aligning each to capture the highest potential of the organization, resources and technology investments

Experience

1. Vice President- Solution Architect

   Morgan Stanley

   Sep 2010 — Present · New York, NY, US

   Accountable for solutions architecture, design, development and maintenance of the organization’s technical hardware & software infrastructure with a focus on driving overall technology transformation Work in close proximity with business users to complete and document business analysis for Wealth management Self Service systems Evaluate stated requirements and expectations in terms of technical feasibility and cost, organizational priorities, and outcomes Deliver premium results via cross-functional collaboration, technology recommendations, establishing/governing processes and administering internal communications systems CTI Integrated CRM solution – Solution for financial advisors regarding client asset management facilitating delivery of on-demand access to key metrics for client portfolios Kasisto’s NLP conversational AI platform: Solution in pipeline designed to improve performance of Contact Center users using Kasisto’s conversational API Prevented fraud incidents by deploying a robust Nuance’s voice biometrics based client authentication, Pindrop interface and OTP authentication. Pioneered delivery of a Web Solution to review and analyze past FA interactions, thus increasing propensity of IPS sales calls Project managed delivery of a Smartphone Interface to capture FA interactions with clients, along with A Desktop Solution for FA to review and submit insights and Total & Household AUM to capture FA interactions Championed voice and web interface designs for Morgan Stanley’s Client facing systems, providing common services hosted on WebSphere Process Servers to service GWM clients Collaborated effectively with vendors to provide third party solutions to clients, 24x7 operational support and installation & maintenance of new and existing client service voice/web systems Migrated Contact Center Middleware system from mainframe to distributed platform generating $1M savings in licensing and support costs on an annual basis

Education

• Jabalpur Engineering College

  Bachelor's degree, Mech. Engg.

  1987 — 1991

• Indian Institute of Technology, Delhi

  M.Tech., CAD/CAM ( Mech. Engg.)

  1992 — 1994

• Stevens Institute of Technology

  Master of Science (MS), Management Information Systems, General

  2002 — 2004

Skills

• Trading Systems
• Financial Services
• Bloomberg
• Back Office Operations
• Mutual Funds
• Options
• Back Office
• Electronic Trading
• Asset Management
• Equities
• Wealth Management
• Equity Derivatives
• Fixed Income
• Derivatives
• Middle Office
• Market Data
• Securities
• Capital Markets
• Series 7
• Equity Trading
• Trading
• Investment Banking
• Portfolio Management