Likith Raj

Strategic Program Manager with 12+ years of experience leading $50M+ global BFSI portfolios, with specialized expertise in UHNW/HNI private banking initiatives. Expert in driving enterprise transformation, PMO governance, and regulatory compliance through AI-enabled automation and data-driven decision frameworks. Proven track record of accelerating executive decision cycles, optimizing cross-functional team productivity, and delivering seamless, high-impact outcomes across complex financial service ecosystems.

Project Manager, Program Management Office - JPMorgan Chase & Co. - Bengaluru, India

(2025-06)

Lead end-to-end delivery of complex, multi-workstream transformation and migration programs across global BFSI platforms in the U.S. Private Banking — covering HNI/ultra-HNI investment plans, Global Shares-based stock-plan administration, and equity compensation (RSUs/PSUs) — ensuring compliance with SEC, FINRA, and internal risk policies.

• Engineered a PMO governance framework (runbooks, RAID logs, RACI structures, decision logs, execution cadences) adopted across 5+ active workstreams, cutting reporting gaps ~40% and improving leadership visibility.
• Delivered zero missed milestones across 3 major program cycles in the first 12 months through disciplined delivery oversight and proactive blocker tracking.
• Reduced cross-team escalations 35% and lifted on-time delivery to 95%+ via structured RACI models, weekly syncs, and dependency tracking.
• Built executive dashboards (risk heat maps, KPI trackers, milestone and issue status) for a $50M+ portfolio, cutting decision cycles from 5 days to 48 hours.
• Introduced AI-enabled automation for status reporting, risk flagging, and meeting summarization — cutting admin overhead ~30% and saving 8+ hours per week for strategic work.
• Resolved 15+ high-priority risks through proactive risk registers and escalation protocols, with zero delivery delays from unmanaged dependencies.
• Key Initiative — Workplace Solutions (formerly Global Shares) Platform Transformation, Apr 2026–Present: Program Lead Support coordinating cross-functional engineering, product, and client-facing teams to modernize core platform infrastructure for complex multinational equity portfolios while maintaining regulatory compliance across jurisdictions.
• Key Initiative — UK Economic Crime and Corporate Transparency Act (ECCTA) Compliance Program: Contributing to the cross-functional program addressing UK "failure to prevent fraud" obligations, including legacy technology and data-lineage mapping, KYC/KYB identity verification, and real-time transaction-monitoring controls.

Project Manager - Wells Fargo - Bengaluru, India

(2023-01 - 2025-05)

• Managed a portfolio of 80+ enterprise transition projects, achieving 100% on-time delivery with zero governance escalations to senior leadership.
• Built end-to-end delivery frameworks (scope, WBS, resource plans, risk registers) and a RAID-based risk-tracking system with bi-weekly reviews, cutting operational risk 45% and improving vendor SLA adherence 20%.
• Led a digital-platform transition across 10+ business units, lifting productivity 30% and cutting IT support requests 20%.
• Built escalation protocols ran changmanagement workshops for 200+ staff, resolving 95%+ of unplanned changes within SLA.

Business Consultant - Wells Fargo - Bengaluru, India

(2022-01 - 2023-01)

• Managed 10+ concurrent programs during a business restructuring, using KPI-driven oversight across 120+ transition-related projects, contributing to a 15% cut in operational inefficiencies.
• Delivered process and cost-optimization initiatives worth $500K+ in annualized savings (~25% reduction in manual effort).
• Coached 5 junior analysts (40% capability lift, 3 promotions) and stood up cross-functional forums and dashboards that cut misalignments 30% and secured 100% stakeholder sign-off within budget.

Associate Consultant - Northern Trust Corporation - Bengaluru, India

(2018-02 - 2022-05)

• SME for Investment Restriction Compliance; managed regulatory checks and platform rollout (Fund Ware) for EU mandates with 100% compliance and zero regulatory breaches.
• Owned KYC and client onboarding, cutting errors 35% and improving data accuracy; sustained 100% adherence to AIFMD/UCITS through compliance-monitoring controls.
• Built Macro/RPA automation that cut manual processing time 40%; served as business-technology liaison using Agile methods, improving delivery timelines 20%.

Senior Financial Analyst - Northern Trust Corporation - Bengaluru, India

(2016-02 - 2018-02)

• Managed valuation and pricing of Unit Trusts Income at 99.9% accuracy with zero audit findings; reduced reconciliation discrepancies 30%.
• Monitored NAV for large funds and processed corporate actions with zero pricing errors escalated; resolved 95%+ of client queries within SLA.
• Delivered MIS and EOD reporting to management with 100% on-time submission.

Financial Analyst - Northern Trust Corporation - Bengaluru, India

(2014-06 - 2016-02)

• Reconciled dividend receipts at 99%+ accuracy with zero unresolved breaks; managed daily trade-lifecycle events with zero settlement failures.
• Resolved 100% of dividend-income discrepancies within turnaround SLAs; prepared daily and monthly operational reports at 99.9% accuracy.

Bachelor of Commerce - Accounting & Finance - Alva's College (2011 - 2014)

Pre-University Course - Business/Commerce - MES Vidyasagar PU College (2009 - 2011)