About | Professional History | Key Skills | Passion & Community | Contact

Jordan Jhabvala

Fintech by day, basketball trainer by night

16+ years of professional experience in financial services, management consulting, professional sports and retail, with roles includes product management, business strategy, client experience and people management. Most recently served as a Director at Charles Schwab, with past roles as a Sr. Management Consultant at Perficient, Director at Standard & Poor’s, as well as MBA internships at the Memphis Grizzlies and Under Armour.

10+ years of basketball coaching and training experience, focused on elite middle and high school players preparing to play at the college level.

Currently seeking opportunities in the Fintech, Financial Services, Management Consulting, Sports Consulting or Professional Sports Teams and Leagues, startups and early stage companies.

Click HERE for Jordan’s Resume

LinkedIn Profile

Professional History

  • Financial Services – 14 years at Enova International, Charles Schwab, and Standard & Poor’s
  • Management Consulting – 2 years at Perficient
  • Professional Sports (NBA) – 0.5 year at Memphis Grizzlies
  • Athletic Retail – 0.5 year at Under Armour

  • 2024-Present

    • Lead 4 product managers to manage the Small Business Lending experience for both the OnDock and Headway Capital brands
    • Owner of the roadmap and strategy to enhance the experience for small businesses lending across various platforms, including digital, and communications

  • 2016-2024

    • Led 10 product managers to manage a curated lineup of income solution products for Schwab
    • Created the product strategy and roadmap for each product line tailored to the broader Schwab strategy
    • Responsible for a $350M book of business across three separate product lines
    • Led partnership with Digital and UX design teams to enhance digital client experience for clients on Schwab.com
    • Project management lead to reduce equity commission pricing from $12.99/trade down to $0/trade.
    • 2017 CEO Award winner for excellence in building strategic vision for our insurance services product line
    • 2016 Challenger Award winner for leadership of the “paperless” initiative aimed at cost reduction
    • FINRA Series 7 licensed

  • 2014-2016

    • Developed the strategic distribution model for Delta Dental to deliver dental care to Medicaid patients
    • Created the inventory model at Inspirato to capture all property content and be able to triage effectively
    • Led process improvement to digitize the customer order intake process at ACME Steel Manufacturing
    • Obtained Project Management Professional (PMP) certification

  • 2013

    • Built the business case & DCF model to validate entering the Women’s Golf & Tennis Apparel market
    • Work included industry and consumer insight analysis to validate the decision to enter this market

  • 2013

    • Responsible for college and international amateur player evaluation and analysis for the 2013 NBA Draft
    • Utilized a propriety optimization model built in business school to project impact future player impact

  • 2006-2012

    • Created the roadmap and product vision for Capital IQ’s Real-Time equity monitoring application
    • Responsible for the global distribution and new client acquisition strategy
    • Increased revenue of the Real-Time application from $550,000 in 2008 to $3.1 million
    • Account development lead for the West Coast, Canada and Western Europe

Key Skills

Business Strategy

12+ of strategic experience with both product and broader strategy and planning at Standard & Poor’s, Perficient, and Charles Schwab.

Rating: 5 out of 5.

Product Management

12+ years of product management experience in financial services at both Standard & Poor’s and Charles Schwab, responsible for product strategy and roadmap development.

Rating: 5 out of 5.

Client Experience

6+ of client experience, including consumer and industry insights used to evaluate the current state of products and services at Charles Schwab and for future development.

Rating: 5 out of 5.

People Management

6+ years of people management of teams consisting of 10-12 high level product and strategy managers and individual contributors.

Rating: 5 out of 5.

Passion & Community

Youth Basketball Coaching & Training

`I was very fortunate to have had the opportunity to play basketball in college at Brown University following in the footstep of my mom, who also played in college and was my basketball teacher growing up (she’s the best athlete in the family). Since graduating, I have coached and trained elite middle and high school basketball players in New York and Colorado, helping to guide 20+ players to Division 1 coallege basketball and football scholarships. I was also fortunate to have spent my internship in grad school in the basketball front office of the Memphis Grizzlies where I helped evaluate players for the 2013 NBA Draft and understand what coaches and talent evaluators at the highest levels look for in players which is bring to training.

Working with kids is what I love to do, it’s my passion, it fills my cup. If you want to see me light up, mention this and sit back while I yap about it for hours on end. In fact, anything that involves working with kids lights me up. For many years I owned the relationship at Charles Schwab with Children’s Hospital of Colorado and Boys & Girls Clubs of Metro Denver (where I was also on the Associate Board of Directors), and it too meant the world to me.

Awards

2019 Charles Schwab Community Service Award Winner* (1 of 5 firm wide winners) for outstanding community service and impact

Education

Brown University

  • B.A. Business Economics
  • B.A. Public & Private Sector Organizations
  • Men’s Varsity Basketball Player
  • Team Representative – Student Athletic Advisory Council

Carnegie Mellon University, Tepper School of Business

  • Masters of Business Administration (MBA)
  • President – Tepper Sports Business Club

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