
Shreyash Sharma
@shreyashsharma
I build business models and AI-enabled transformations that deliver measurable enterprise value.
What I'm looking for
At Fidelity Investments, I lead operations consulting and transformation across Workplace Investing and Healthcare, building consulting standards, expanding client relationships, and delivering customer value. I designed an industry-first crypto-integrated 401(k) that generated over $2B in first-year inflows and led paperless, cloud, and analytics initiatives delivering $14M+ in savings.
I've turned operational opportunities into scalable assets, including a patented AI/ML contract-intelligence solution for 100K+ legal documents and a dynamic warranty-pricing model that saved over $4M. Across Fidelity and Genpact, I've led cross-functional teams, redesigned operating models, and created new revenue and efficiency opportunities.
Experience
Work history, roles, and key accomplishments
Vice President — Portfolio & Practice Lead, India COE
Aug 2024 - Present (2 years 1 month)
Dual role on India and US leadership teams; accountable for business partner success, customer value delivery, and regional P&L. Developing the Healthcare consulting relationship and expanding practice scope.
Portfolio Lead for Sales, redesigned RFP funnel improving inclusion rate by 10%. Led flagship Paperless programme delivering $14M in savings and drove cloud re-platforming with $900K efficiency gains.
Designed and launched industry-first crypto-integrated 401(k) product with over $2B in Year 1 inflows. Built resource allocation framework improving advisor ROI by over 15%.
Managed operations and led process improvement initiatives within the organization.
Designed dynamic warranty pricing model anchored on failure-rate data delivering over $4M in savings. Led cross-functional Black Belt projects delivering over $5M in value over 4 years.
Education
Degrees, certifications, and relevant coursework
IIM Lucknow
Executive Programme, Digital Transformation & AI for Business Leaders
2026 -
Executive Programme in Digital Transformation & AI for Business Leaders, deepening expertise in platform business models, GenAI strategy, and Agentic AI.
Fidelity Investments
Black Belt Certification, Six Sigma
2023 - 2023
Black Belt Certified from Fidelity.
IIM Bangalore
Certificate, Strategy & Data Fluency
2023 - 2023
Strategy & Data Fluency certification from IIM Bangalore.
Fidelity Investments
Certificate, Innovation
2021 - 2021
MI Innovation Programme sponsored by Fidelity.
XLRI
Certificate, Blockchain
2020 - 2020
Blockchain for Senior Managers certification from XLRI.
Indian Institute of Foreign Trade (IIFT)
Executive MBA, International Business Strategy
2015 - 2016
Executive MBA in International Business Strategy from IIFT.
Wall Street Prep
Certificate, Valuation & Financial Modelling
2011 - 2011
Certificate in Valuation & Financial Modelling from Wall Street Prep.
Guwahati Commerce College
Bachelor of Commerce, Marketing
2004 -
Bachelor of Commerce in Marketing from Guwahati Commerce College.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Skills
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