JAG GREWAL

Executive Leader | Enterprise Technology Transformation & Product Strategy

LinkedIn

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 Experience

Senior Director, Enterprise Product & Data

Capital One

Jun 2024 - Apr 2025

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

  • 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.

Director, Capital Markets

KPMG Consulting

Feb 2012 - Jan 2024

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

  • 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.

Deal Analyst, Private Credit

Scarborough Capital

Aug 2011 - Jan 2012

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

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

Product Support Analyst, Private Equity Platform

Eze Castle

May 2011 - Aug 2011

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

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

Founder

Radian Technologies

Jun 2008 - Jul 2009

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

  • 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

Artificial Intelligence Fundamentals

University of California Irvine

Dec 2023 - Dec 2023

Business Administration

Hofstra University

Sep 2009 - May 2011

Computer Science

Panjab University

Sep 2004 - Jun 2008

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