Rushi Amin
Verified Expert in Project Management
Project Manager
New York City, NY, United States
Toptal member since June 15, 2022
Rushi is а technical program manager with 10+ years of experience and an expert in Wealth Management Technology (WMT), including brokerage, digital banking, advisory, trading, and cloud transformation. He is skilled in leveraging technical architecture and navigating through all aspects of software development from inception to delivery. Beyond technology, Rushi can execute and contribute to the organization's set up, marketing, and strategic product portfolio building.
Project Highlights
Expertise
- Agile
- Blockchain as a Service
- Digital Banking
- IT Management
- JQL
- SQL
- Technical Product Management
- Technical Program Management
Work Experience
Group Technical Program Manager
Morgan Stanley
- Led the strategy, prioritization, and implementation of a CTO-sponsored initiative to improve scalability and resiliency of critical features, including client login, trading, positions and balances, activity, cash balances, and security journals.
- Assessed multiple vendors to choose Work.com and led the integration with internal systems to allow 90,000 Morgan Stanley employees, vendors, and partners to return to work safely.
- Strategized and pioneered the implementation of the first checking and savings accounts on brokerage rails at Morgan Stanley, resulting in a $1 billion increase in cash deposits over three years.
- Collaborated across pricing, fees, statements, party and account data, financial advisor info and field management partners to deliver a branch for self-directed and robo-advised products.
- Collaborated with Amazon and Morgan Stanley’s marketing division to deliver the first Alexa skill with specific intents and features, including ideas briefing, ideas podcast, jargon buster, and about Morgan Stanley.
- Digitized branch-only features prioritized by call center volume to improve self-service and reduce 30% call volume.
- Consolidated redundant services for portfolio and banking data to reduce 50% cost and improve service rationalization.
- Led all cash management delivery and deposit product enhancements, including P2P with Zelle, digital mortgages, bill pay, transfers, e-authorization, and savings.
Agile Project Manager
Morgan Stanley
- Partnered across all SDLC cross-functional roles to build a detailed execution plan with optimal cost allocation.
- Monitored progress on all milestones, remediated risks, and communicated key issues to relevant stakeholders.
- Influenced UX, Dev, and QA members to ensure optimal client experience and scalable and resilient tech architecture.
- Defined and captured key metrics based on A/B testing to contribute to the prioritized backlog of work.
- Led all Agile squad ceremonies including standups, refinement, planning, demo, and retro for multiple squads.
Senior Technical Program Manager
Bank of America
- Collaborated with Merrill Edge and advisory business divisions to define and manage the delivery of channel analytics, including user, page, fraud, and operational metrics across the online, mobile, field, and call center channels.
- Managed and delivered UI technical initiatives, integration, and security frameworks using WMT Architecture.
- Handled the Agile internal tools delivery, asset inventory management, DevOps, and release management.
- Procured hardware and introduced products post-development and testing phase to improve service delivery and release management.
Technical Project Manager
Bank of America
- Collaborated with business and technology to create the roadmap, define and manage cross-functional dependencies, milestones, and final deliverables within the IT portfolio.
- Ensured all stakeholders are identified and included in scope-definition activities, understood the program schedule and key milestones, and received a status regularly.
- Executed the software lifecycle from project initiation to closure and managed and resolved risks, issues, and dependencies.
- Reported and escalated progress and issues to senior management. Monitored and communicated project financial budgets and resource breakdown associated with the budget.
Project History
CashPlus Accounts | Digital Cash Management
Strategized and pioneered the implementation of the first checking and savings accounts on brokerage rails at Morgan Stanley, resulting in a $1 billion increase in cash deposits over three years.
Deliverables:
• Coached and mentored technical program managers on system design, business value proposition, and Agile execution process for Scrum and Kanban methodology.
• Defined and maintained the overall program to cover all cross-functional work while consistent with Agile at Scale.
• Ideated and implemented data-driven solutions to improve operational efficiency, customer experience, and success metrics resulting in faster delivery, cost savings, and execution transparency.
• Managed financial cost estimation and key resourcing mixed across 13 Agile squads to track labor and non-labor costs.
• Led all program level cadences, including quarterly planning, monthly status sync, scrum of scrums, program retro, and program manager sync.
• Communicated progress, risks, accomplishments, and improvements to CXO level stakeholders.
Modern Trading
Modernized current trading platforms financial advisors and clients use for capital markets, IPT, and advisory products, with various features, including trade order flow with entry, management and status, trade corrections, and regulatory reporting.
Deliverables:
• Translated high-level vision into a concrete roadmap of deliverables by monitoring progress, mitigating risk, and communicating status to CIO, CTO, and CPO level stakeholders.
• Leveraged Agile methodology to build a culture of constant improvement, transparency, sustainable execution, and data-driven decision-making.
• Collaborated and influenced group leaders across other roles, including product, Dev, QA, PE, SRE, release management, and engineering, to resolve all issues towards optimal execution of technical initiatives from inception to delivery.
Morgan Stanley Alexa Skill
Collaborated with Amazon and Morgan Stanley’s marketing division to deliver the first Alexa skill with specific intents and features, including ideas briefing, ideas podcast, jargon buster, and about Morgan Stanley.
Deliverables:
• Monitored progress on all milestones, remediated risks, and communicated key issues to relevant stakeholders.
• Influenced UX, Dev, and QA members to ensure optimal client experience and scalable and resilient tech architecture.
• Defined and captured key metrics based on A/B testing to contribute to the prioritized backlog of work.
• Led all Agile squad ceremonies, including standups, refinement, planning, demo, and retro for multiple squads.
Education
Master of Business Administration (MBA) in Project Management
New York University - New York, NY, USA
Bachelor's Degree in Computer Science
Rutgers University - New Brunswick, Canada
Skills
Tools
Jira, Zoom, Google Workspace, Slack, Project Management & Work Tracking Tools, Asana, SQL, TFS, Rally, Tableau, Trello, Microsoft Project, Excel 365, Sentry
Paradigms
Agile, Agile Project Management, Scrum, Requirements Analysis, Mobile App Design, Agile Leadership, Organizational Change Management (OCM), Change Management, DevOps, Kanban, Implementation Project Management, Agile Software Development, Business to Business to Consumer (B2B2C), Business Continuity Planning (BCP), Acceptance Testing, Gamification, UX Design, Azure DevOps
Platforms
SharePoint, Azure, Monday.com, Twilio, Blockchain, Zendesk
Industry Expertise
Digital Banking, Nonprofits, Healthcare
Other
Technical Architecture, Project Management, Technical Program Management, Technical Product Management, Business Analysis, Strategy, Product Management, Business Analytics, IT Management, JQL, Scrum Master, Release Management, Software Development Management, PMO Development, Project Management Office (PMO), PMO, Program Management, IT Project Management, IT Operations Management (ITOM), IT Projects, Coaching, IT Program Management, Data Management Platforms, Web Project Management, Stakeholder Management, Software Development Lifecycle (SDLC), Quality Management, Cross-departmental Collaboration, Leadership, Project Reporting, Product Planning, Business to Consumer (B2C), Discovery Workshops, Minimum Viable Product (MVP), Java, User Interface (UI), Project Management Operations, Mapping, Process Optimization, Data Privacy, User Experience (UX), Technical Project Management, Sprint Planning, Fintech, Feature Backlog Prioritization, RESTful Development, Agile Program Management, Organizational Leadership, Scope of Work (SOW), Documentation, Process Control, Detail-oriented, Standard Operating Procedures Development, Project Management Professional (PMP), API Integration, Stakeholder Engagement, User Research, Data Migration, Senior Executive Management, Sprint Retrospectives, Microsoft, Root Cause Analysis, System Migration, Hybrid Project Management, Scheduling, Communication Management, Consulting, Risk Management, Innovation, User Stories, Engineering Management, Product Ownership, eCommerce, Software as a Service (SaaS), Backlog Management, Business Continuity, Business Continuity & Disaster Recovery (BCDR), Disaster Recovery Consulting, Team Management, Requirements, Product Management, Fintech, Blockchain as a Service, Cryptocurrency, Finance, Research, Mergers & Acquisitions (M&A), Operations, Prototyping, Production, React, Angular, Web3, Hyperledger, Blockchain, Consumer Branding, Branding, Azure PaaS, Agile at Scale, Prime Brokerage, Hadoop, ACH, Automated Customer Account Transfer Service (ACATS), Security, Work Breakdown Structure, Project Planning, Software Development, Manufacturing
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