Amit Mathur

About

Technology leader from Franklin Templeton who modernized wealth management tech by launching client-facing digital web/mobile experiences via a phased data-warehouse-to-real-time strategy, while aligning internal CRM visibility for front office teams. Scaled an engineering org from 15 to ~250 (15 teams) and drove a shift from waterfall to Agile with microservices/micro-frontends and Jira-based transparency to improve delivery velocity.

Experience

Education

Key Strengths

• Defines tech roadmaps by grounding priorities in stakeholder pain points and delivering in phases (low effort/high impact first)
• Led modernization at Franklin Templeton: built client digital platform despite backend constraints using a data-warehouse-first phased approach
• Scaled wealth management technology org from 15 to ~250 people across 15 teams
• Drove org transition from waterfall to Agile with stakeholder education and sprint-based buy-in
• Architected reusable framework layer enabling multiple client and internal apps (employee portal, client impersonation) to increase product velocity
• Strong cross-functional alignment: ensured front office had CRM visibility matching client views to manage expectations during real-time transition
• Uses Jira-centric, transparent delivery practices (dashboards, centralized communication) to drive accountability in distributed teams

Reference Highlights

• One of the best leaders the reference has worked with
• Deep understanding of the business and end users/clients
• Strong judgment on prioritization and urgency without needing direction
• Highly respected by a large team (100+)
• Empathetic understanding of engineers' day-to-day work
• Provides credible challenge and guidance to the team
• Built and scaled the engineering org from a skeleton team
• Strong business advocacy for how technology can transform the business
• Moves fast and delivers at high volume (200+ releases/year across 8 value streams)
• Aligns talent, resources, and execution to business strategy
• Enabler mindset (enables rather than blocks)
• Direct, open, and honest communicator; avoids politics
• Proactive and solution-oriented (brings vetted options and a plan)
• Plans ahead for staffing and skill needs
• Rises to challenging requirements; flexible in approach
• Pragmatic: balances band-aid fixes with long-term business-sensible solutions
• Visionary technology leader
• Drove digital transformation for wealth management division over 8 years
• Modernized technology landscape to an industry-leading tech stack
• Successfully executed cloud migration/enablement
• Delivered client-facing digital tools (client portal, mobile apps)
• Implemented modern document collaboration (Box.com, DocuSign)
• Modernized CRM platforms to drive sales growth
• Modernized core accounting systems (GlobalPlus to SEI)
• Built an industry award-winning client meeting experience
• Scaled technology to support AUM growth from $15B to $45B (positioned for $100B)
• Grew team from 30 to 100
• Shifted team culture from support/keep-the-lights-on to tech enabler
• Developed and upskilled talent
• Built a diversified, geo-distributed team without losing talent
• Created shared models for data, architecture, and governance to enable multiple consumers
• Handled high pressure from demanding business feature needs
• Navigated budget constraints effectively and secured additional budget when needed
• Managed costs effectively through geographic distribution
• Proactively drove innovation and product direction with industry-leading agencies
• Strategic in build-vs-buy decisions
• Enabled AI to improve productivity