Chad Elkins

Background

About Chad Elkins

Strategic Product Executive | FinTech Innovation | AI & Digital TransformationI lead at the intersection of complex financial ecosystems and emerging technology. Throughout my career at firms like Charles Schwab and AssetMark, I have specialized in transforming legacy platforms into modern, scalable digital experiences—managing product portfolios that support up to $4 Trillion in Assets Under Management (AUM).My approach to Product Leadership is built on three pillars:1. Strategic Scale: I have a proven track record of navigating the industry's largest complexities, from executing the technical integration of the Schwab/TD Ameritrade merger to leading M&A initiatives that secured $230M in net new assets. I focus on high-velocity delivery that aligns with long-term P&L objectives.2. Technological Modernization: I believe that for an executive to lead effectively, they must stay technically current. My recent work focuses on the pragmatic application of Generative AI, NLP, and Microservices to solve real-world workflow challenges. I bridge the gap between executive vision and engineering execution, backed by specialized training from MIT xPro and Google Cloud.3. Organizational Agility: I don't just build products; I build high-performing cultures. I have successfully led organizational shifts from Waterfall to Scrum, resulting in significant increases in team velocity and substantial reductions in production defects.I am passionate about creating "best-in-class" digital solutions that simplify the lives of financial advisors and their clients while driving measurable business growth.Core Expertise: Product Strategy & Roadmapping | AI/ML Implementation | M&A Integration | Scaled Agile (SAFe)| FinTech Ecosystems | Cloud Architecture (GCP)| Executive Leadership | Workflow Digitization