Josh Peters

Experience

• 

  JPMorgan Chase & Co.

  Jul 2013 - May 2019

  Joined the Software Engineering Program out of university, a two-year rotational program in technical roles. After program completion, joined the Chase Pay product team to deliver new checkout experiences in person and online.Launched new tokenized payment methods in which customers could pay with their credit/debit card, gift cards, or points at retailers including: (1) a QR code in the Chase Pay app that is scanned by the point of sale, (2) pay at gas pump through the app, (3) buy gift cards and order food through the app, (4) link and store payment method on merchant websites and apps via SDKs and APIs, and (5) pay on merchant websites via a Chase Pay button (similar to PayPal).Led product demos during pre-sales and coordinated integration with merchants such as Starbucks, Best Buy, Shell, ConocoPhillips, PayPal, and Walmart. Show less

  • VP - Lead Product Manager

    Feb 2019 - May 2019

  • Sr. Associate - Sr Product Manager

    Feb 2018 - Jan 2019

  • Jr. Associate - Product Manager

    Feb 2016 - Jan 2018

  • Sr. Analyst - Software Engineering Program

    Feb 2015 - Jan 2016

  • Jr. Analyst - Software Engineering Program

    Jul 2013 - Jan 2015
• 

  Citi

  May 2019 - Mar 2022

  Initially served as the PM for bank account opening on Citi.com, Citi Mobile app, and partner channels, and then transitioned to lead the self-directed investing product team.Launched Citi Self Invest, a fee free self-directed investing platform that gives users the power to trade stocks, ETFs, and mutual funds, which was a cornerstone of Citi’s “Win in Wealth” strategy. Beat goal of $100M in assets under management within 6 months. Developed all account lifecycle experiences for Plex, a co-branded bank account integrated into Google Pay, including account opening, status changes, and closure. Offering was cancelled by Google prior to public launch.Launched new high yield checking account experienceStreamlined digital account opening experience, including open market and cross-sell to existing customers

  • SVP - Digital Product Group Manager

    Oct 2020 - Mar 2022

  • VP - Lead Product Manager

    May 2019 - Oct 2020
• 

  Linqto

  Mar 2022 - Apr 2024

  A growth stage startup on a mission to make investing in pre-IPO companies simple, accessible, and affordable. Hired as the first product manager (PM) and grew the team to include two additional PMs overseeing the customer investment app and internal suite of products. Established the product management function including creating the vision, strategy, goals, prioritization of roadmap and backlog, customer discovery and feedback loops, stakeholder collaboration, analytics, and execution processes with design and engineering.Collaborated with the executive leadership team to align on vision, strategy, and go-to-market plans.Fostered a culture of experimentation and data driven decision making. Show less Led strategic zero-to-one initiatives during a period of 2X revenue and 3X investor growth including:-Implementation of behavioral and transactional analytics (Mixpanel, FullStory, GrowthBook, Thoughtspot), enabling product and design to understand user behavior and uncover pain points, marketing to better understand campaign spend, and customer support to view user sessions. -A new onboarding experience that included a new KYC/AML vendor integration, automated accreditation verification, and UX/UI/messaging enhancements, resulting in +75% KYC conversion (primary KPI for product) and +25% accreditation verification.-Improved sign-up conversion by implementing ‘Sign Up with Google/Apple’ and reinforcing the value prop, contributing to growth from 35k users to 700k+ (primary KPI of marketing).-Creation of sell functionality to provide liquidity to investors, resulting in $150k fee revenue monthly.-Transformed platform to 100% real time transactions via cash management accounts, completing a major product differentiation milestone that helped propel growth over competitors.-Convenient funding via ACH debits, which became 65%+ percent of deposits overall and increased first investment conversion and sales by 35%, while maintaining near $0 fraud losses.-Integrated a customer engagement platform (Braze) to empower product and marketing with omni-channel, personalized messaging capabilities.-Developed corresponding internal tools and systems needed for all new customer facing functionality.-Improved usability of and automation within internal tools to better empower Sales, Customer Success, Finance, Data & Analytics, and Operations. Show less

  • VP of Product

    Jul 2023 - Apr 2024

  • Director of Product Management

    Oct 2022 - Jul 2023

  • Senior Product Manager

    Mar 2022 - Oct 2022
• 

  Auxo Solutions

  Aug 2024 - now

  Product Manager - Contractor

  Projects:HighPeak.ai, an early-stage startup spun off from Prudential Insurance to commercialize its vast wealth of data. To unlock the full potential of this data, HighPeak enriches Prudential data with third party data to deliver the most powerful and accurate AI/ML predictive solutions in the life, health, and wealth space. Brought on during development of first use case to help shape and deliver the go-to-market strategy.