United States

Program Management

Project Management

Data Analysis

Business Transformation

Bachelor of Science - BS

Master of Science - MS

Jing Zhu

Vice President

Communication

Collaboration

Problem-solving

Critical-thinking

Team player

Organisation skills

Stakeholder management

Leadership

Analytical skills

Tableau

Rapidly promoted through roles of increased scope and oversight. Recruited multiple times to new teams to be business operations manager and transformation program manager. Currently head BI and Automation for PWM globally.

✔Spearheaded creation and optimization of 250+ complex business and operational processes that scaled business growth with introduction of multi-8-figure new revenue opportunities and 50+ headcount efficiency. Drove collaborations with leaders across Operations, Engineering, Product, Sales, and Risk to improve alignment and end-to-end project execution.
✔ Established comprehensive metrics framework for actionable insights into health of business that empowered executive leadership to make strategic, data-driven decisions.
✔ Built and scaled high-performing global team with 20+ developers and managers and grew 5 new team managers and technical program managers to leadership roles.
✔ Removed roadblocks and streamlined data access, warehousing, server and tooling management for 500+ BI assets in collaboration with Data and Business Engineering teams.
✔ Oversaw prioritization and management for 50-100 concurrent projects globally to ensure business goal alignment and efficient delivery.
✔ Collaborated regularly with senior executive leaders to present strategic program progress, industry trends, emerging technologies, and vendors, with a focus on SaaS and AI applications (Member of the Operations Horizontal AI Working Group).

✔Pioneered Alteryx and Tableau adoption and led training courses on data querying, blending, warehousing and visualization to foster self-sufficiency in solving daily analytical challenges
✔Led system and process transformation program for PWM tax that improved data quality by 40%, elevated client experience, drove operational efficiency, and safeguarded company reputation
✔Managed Tax and Performance teams, overseeing daily operations, escalations, and project management

✔Women’s Career Strategic Initiative program in 2019, a nomination-based
leadership program designed to cultivate future female leaders
✔Short-term mobility program in London in 2015 to establish the Portfolio Reconciliation team footprint and train the local team
✔Increased system compliance by 20% for OTC derivatives by designing logic flows and interpreting CFTC/EMIR regulations. Partnered with Product and Engineering teams to translate business needs into system requirements.

Mentorship Session

Jing Zhu🇺🇸

About Jing Zhu

Expertise

Sessions with Jing Zhu