Open to opportunities

SAM CLARKE

@samclarke

Message

Experienced transformation leader in financial automation and process improvement.

United States

Message

What I'm looking for

I seek a role that fosters innovation and allows me to leverage automation to drive efficiency and growth.

I am a transformation leader and people manager with extensive experience in the financial industry, specializing in intelligent automation and process improvement. At JPMorgan Chase, I established and led a 10-person intelligent automation team, achieving significant operational efficiencies and saving 140 full-time equivalents through innovative use of RPA and data analytics tools.

My role as Product Owner for Workplace Solutions involved managing a $2M tech budget and overseeing the integration of a $650M fintech acquisition. I successfully designed account structures that introduced advanced functionalities for stock plan accounts, significantly enhancing our service offerings. My commitment to excellence is reflected in my ability to streamline processes, reduce risks, and drive substantial cost savings across various projects.

Experience

Work history, roles, and key accomplishments

Current

Parks and Recreation Advisory Board Member

Current

Town of Grand Island

Jun 2023 - Present (2 years 1 month)

Appointed to a 5-year term on the Parks and Recreation Advisory Board, responsible for research and analysis of key projects. Successfully advocated for the removal of dangerous and unsightly buildings within a town park. This involved petitioning town, county, and state officials to secure demolition budget approval.

Advisory Research Analysis Community Engagement Advocacy Project Delivery Stakeholder Management Public Speaking

Current

Product Owner, Workplace Solutions

Current

JPMorgan Chase

Jan 2023 - Present (2 years 6 months)

Served as product manager for the new stock plan accounts business, managing a $2M annual tech budget and leading the integration of Global Shares, a $650M fintech acquisition. Designed account structures and execution models for domestic and international trading, introducing new functionality within JPMS. Successfully completed the broker-dealer merge of Global Shares Financial Services and JPMS

Product Management Stock Plan Regulatory Reporting Stakeholder Management Financial Services Project Management

Current

Head of Automation & Process Excellence

Current

JPMorgan Chase

Jan 2022 - Present (3 years 6 months)

Established and managed a 10-person intelligent automation team, achieving 140 FTE savings through RPA and data analytics tools. Designed and implemented AI solutions leveraging LLM APIs to automate break investigation, email responses, and payment of claims. Led automation reviews for Prime Brokerage operations, eliminating significant penalties and reducing trade breaks.

Automation Alteryx Python Tableau Data Analytics Program Management

Intelligent Automation Strategy Lead

JPMorgan Chase

Sep 2018 - Present (6 years 10 months)

Streamlined management and reporting for over 2,000 intelligent automation projects using JIRA, Alteryx, and Tableau, enhancing transparency and ownership. Led a regulatory mandated governance uplift for 450 historical projects, ensuring compliance with new standards. Managed large-scale decommissioning and migration projects of heritage technology, applying LLMs and achieving significant yearly s

Project Management Jira Alteryx Tableau Regulatory Compliance Governance Large Language Models Process Improvement

Business Management & Ops Risk Analyst

JPMorgan Chase

Jun 2017 - Present (8 years 1 month)

Designed a daily risk management dashboard for trade breaks, informing senior management and reducing breaks by 70% through increased visibility. Achieved $5M in expense savings by analyzing ledger charges and collaborating with finance teams. Led a global Go-Green Print reduction initiative, resulting in a 74% year-over-year paper reduction and significant cost savings.

Risk Management Data Analysis Expense Management Financial Reporting Process Improvement Automation Tools

Asset Management Intern

JPMorgan Chase

Jun 2016 - Present (9 years 1 month)

Implemented an email traffic tracking system by developing a framework and training program for a team of 10, improving data collection for targeted project development. Created an asset allocation portfolio for an Ultra High Net Worth client, utilizing capital market assumptions, risk profiles, and macroeconomic factors. This resulted in a tailored investment strategy.

Data Collection Training Development Asset Allocation Capital Market Assumptions