JAG GREWAL

Executive Leader | Enterprise Technology Transformation & Product Strategy
New York, US.

About

Accomplished Senior Director and executive leader with over 13 years of experience driving large-scale enterprise technology transformations and product strategy, specializing in financial services and capital markets. Proven ability to lead diverse teams, manage multi-million dollar budgets, and deliver significant financial impact, including $240M in capacity savings and $11M in annual revenue, through strategic innovation, AI/ML integration, and FinTech partnerships.

Work

Capital One
|

Senior Director, Enterprise Product & Data

Summary

Led enterprise-wide product and data strategy initiatives, overseeing significant budget allocations and driving substantial operational efficiencies and cost savings.

Highlights

Led enterprise-wide product initiatives with a $100M+ annual budget, overseeing the publishing and storage of 80,000 shared datasets with automated and centralized data governance.

Directed a team of program managers and product leads to significantly increase the velocity of dataset migration and accelerate delivery of 20+ product features.

Generated substantial capacity savings of 1.6 million hours and $240 million by streamlining data operations and enhancing product feature delivery.

KPMG Consulting
|

Director, Capital Markets

Summary

Directed complex technology transformation programs, product development, and strategic business initiatives within Capital Markets, driving significant financial and operational improvements for global clients.

Highlights

Directed a global financial reporting systems transformation for MetLife Investment Management, impacting over 10,000 employees across APAC, LatAm, and US, generating $5M in annual savings through platform standardization.

Led the full lifecycle development and deployment of an AI/ML model for private credit and mortgage security contract analysis at MetLife, eliminating 300,000 FTE hours of legal review across multiple clients.

Established and grew a new Alternatives Investments practice within KPMG Financial Services, building a 10+ person team and securing over $24M in technology and operational efficiency projects.

Forged strategic partnerships with leading FinTech vendors (Allvue, Unqork, Broadridge) to co-deliver technology products, generating $11M in annual revenue.

Streamlined daily cash flow operations for an insurance asset manager using Blue Prism RPA, increasing net investment income by $3M-$5M.

Scarborough Capital
|

Deal Analyst, Private Credit

Summary

Analyzed and structured private credit deals for small businesses, contributing to the firm's investment portfolio.

Highlights

Sourced and structured private credit deals for small businesses, supporting investment decisions and portfolio growth strategies.

Eze Castle
|

Product Support Analyst, Private Equity Platform

Summary

Provided critical support for product feature enhancements on a private equity platform, ensuring client satisfaction and operational efficiency.

Highlights

Supported product feature enhancements related to trade and risk functionalities for private equity clients, ensuring platform stability and user adoption.

Radian Technologies
|

Founder

Summary

Founded a Teleradiology SaaS platform, leading the development and go-to-market strategy for a first-of-its-kind solution in North India.

Highlights

Developed and executed the comprehensive go-to-market strategy for a pioneering Teleradiology SaaS platform, establishing its presence in North India.

Oversaw the foundational development and strategic positioning of a new technology venture, demonstrating end-to-end product lifecycle management.

Education

University of California Irvine

Certificate Program

Artificial Intelligence Fundamentals

Hofstra University

MBA

Business Administration

Panjab University

Bachelor of Engineering

Computer Science

Skills

Technical Proficiencies

Tableau, Power BI, SQL, Jira, Trello, Lucidcharts, Unqork (Low-Code Platform), Essbase, Oracle Hyperion, Oracle OFSAA, Allvue Systems, BluePrism (RPA), Prompt Engineering, LLMs, Vector DBs, Langchain, Erwin Data Modeler.

Methodologies & Tools

Agile/Scrum, Lean Six Sigma, Design Thinking.

Strategic & Leadership Capabilities

Enterprise Technology Transformation, Product Strategy, Data Governance, Program Management, Business Development, FinTech Partnerships, AI/ML Model Development, Financial Reporting Systems, Master Data Management, Cloud Platform Delivery, Risk Management, Investment Management, Operational Efficiency, Strategic Planning, Stakeholder Management, Team Leadership.

Interests

Personal Interests

Start-up Advisory (Technology), Marathon Running, Hiking, Surfing, Mindfulness.