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Amit Mathur Top-Executive

Technology executive with 20+ years leading Wealth Management, Asset Management, and Private Banking technology organizations. Led global engineering teams of 250+, managed portfolios exceeding $25M, and delivered large-scale digital transformation, cloud modernization, enterprise data, and AI initiatives across Franklin Templeton, UBS, and Citi. Throughout my career, I have specialized in platform consolidation, post-acquisition integration, operating model transformation, and modernization of advisor and client-facing technology ecosystems. Key transformation highlights across Franklin Templeton, UBS, and Citi Private Bank: · Led $25M+ portfolios and 250+ global engineering teams · Unified three post-acquisition technology stacks, reducing costs by 60% · Increased delivery velocity by ~50% through API-first architecture, microservices, and CI/CD · Automated business processes using AI, reducing manual effort and operational friction · Adopted AI-enabled development practices for code generation, testing, and quality improvement · Delivered modern digital platforms used by 250,000+ end users across mobile and web Experience spans Wealth Management, Asset Management, Trust Services, Financial Planning, Client Onboarding, KYC, CRM, Trading, Custody, Portfolio Operations, and Enterprise Data platforms. I’m at my best when shaping long-term tech strategy, building high-performing engineering cultures, and leading organizations through significant transformation. Whether it’s cloud modernization, next generation digital platforms, embedded intelligence, or real-time processing capabilities, I focus on solving complex problems with disciplined execution that improve resiliency, scale, and end-user experience in regulated environments. My experience includes AI-enabled engineering, Generative AI adoption, cloud transformation on Azure, enterprise data modernization on Snowflake, DevSecOps, platform engineering, and API-first architecture in highly regulated financial environments. This is the impact I have consistently delivered across organizations of different sizes and operating models.Specialties: Head of Engineering | Technology Strategy | Wealth Management Technology | Asset Management Technology | Cloud Transformation | Data Platforms | Snowflake | Azure | Platform Engineering | Artificial Intelligence (AI) Enablement | DevSecOps | Digital Transformation

Invests into

Headquarters: New York City Metropolitan Area
Industry: Financial Services
Title: Vice President of Engineering (Head of Wealth Management Technology, Fiduciary Trust)
Company: Franklin Templeton
Company Industry: Financial Services
Company Website: franklinresources.com
Company Linkedin: linkedin.com/company/franklin-templeton
Company Size: 5001-10000
Current Job Duration: 5 yrs
Country: United States
Work Experience: Title: Franklin Templeton Company: Franklin Templeton Company URL: https://www.linkedin.com/company/franklin-templeton/ Industry: Financial Services Company Size: 5001-10000 Location: None Country: None Employment Type: None Start At: 01-2021 Ends At: Present Description: Led Wealth Management Technology for Franklin Templeton (NYSE: BEN) and Fiduciary Trust, overseeing a $25M+ technology portfolio and 250+ global engineers responsible for advisor platforms, client experience, digital onboarding, custody operations, CRM, enterprise data, cloud transformation, AI modernization, and wealth management technology platforms. Partnered with C-suite leadership to execute a multi-year digital transformation strategy across the global wealth ecosystem. • Executed a five-year digital roadmap, scaling the organization from 17 to 250+ and budget from $500K to $25M+, delivering cloud migration, client portal, mobile apps, and an enterprise data platform that doubled adoption and improved uptime to 99.1%. • Led $70M+ multi-year platform migration and post-acquisition integration across three companies, consolidating 83 work streams into a unified platform and achieving 60% cost reduction. • Delivered a real-time cash processing hub, automating workflows and generating $1M+ in annual operational efficiency. • Built a unified Snowflake data platform enabling real-time analytics and self-service reporting across the enterprise. • Launched modern client portal and mobile apps, achieving 2x client adoption and strong digital engagement within the first year. • Delivered major digital initiatives, including onboarding, KYC modernization, CRM consolidation, and advisor experience platforms. • Introduced AI-driven engineering practices, improving productivity by 15% and reducing code issues significantly with github copilot adoption. • Transitioned delivery to Agile and DevSecOps, increasing releases from 3 to 120 per year and doubling velocity. • Built and scaled a global engineering organization with outcome-based delivery and measurable KPIs tied to performance. Title: Director of Wealth Management Technology Company: Ubs Company URL: https://www.linkedin.com/company/ubs/ Industry: Financial Services Company Size: 10001+ Location: New York City Metropolitan Area Country: None Employment Type: None Start At: 09-2014 Ends At: 04-2018 Description: None Title: Citi Company: Citi Company URL: https://www.linkedin.com/company/citi/ Industry: Financial Services Company Size: 10001+ Location: None Country: None Employment Type: None Start At: 01-2014 Ends At: 09-2014 Description: Promoted to lead critical wealth management and private banking initiatives for Citi Private Bank’s global ultra-high-net-worth platform, driving large-scale transformation of legacy wealth systems into scalable digital platforms and improving operational efficiency across global private banking. • Led $30M+ global platform migration across five markets, ensuring seamless user experience continuity. • Built a global equity research platform restoring critical advisory capability. • Established omni-channel advisory platform enabling a unified client and advisor experience. • Modernized KYC and onboarding through digital workflows and mobile capabilities. • Introduced robo-advisory capabilities, reducing manual effort and improving scalability. • Managed global regulatory and compliance alignment across multiple jurisdictions. • Led global engineering teams delivering mission-critical platforms and transformations. Title: Asst. Vice President Company: Lehman Brothers Company URL: https://www.linkedin.com/company/lehman-brothers/ Industry: Capital Markets Company Size: 10001+ Location: None Country: None Employment Type: None Start At: 12-2005 Ends At: 04-2008 Description: None Title: Sr. Software Engineer Company: Progress Software Company URL: https://www.linkedin.com/company/progress-software/ Industry: Computer Software Company Size: 1001-5000 Location: None Country: None Employment Type: None Start At: 08-2000 Ends At: 11-2005 Description: None
Education: School: Boston University Degree: Master of Science (MS), Computer Science Activities: None School: Jai Narain Vyas University Degree: Bachelor of Engineering, Computer Science Activities: None
Headline: Engineering & Platform Strategy Executive | Wealth Tech Modernization | Building Scalable, Resilient, Client-Centric Digital Platforms | Product Strategy
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