Harsh Gupta MBA, MS, PMP profile photo 1 on Tal

Harsh Gupta MBA, MS, PMP

Wealth Management, Asset Management Technology Executive | Digital Platform Modernization | Cloud, AI / ML Global Delivery Leadership

Greater Houston

26+ years of work experience

Confidential Company
Oct 20259 mosPresent

Dallas, Texas, United States

• Partnering with business and technology leaders to define target-state architectures, integration patterns, and modernization roadmaps. • Supporting platform stability, vendor alignment, and technology decision-making across wealth and retirement solutions. • Leading solution architecture for wealth management and retirement platforms following the AIG spin-off, supporting modernization, scalability, and regulatory alignment.
Fisher Investments
Nov 20204 yrs 9 mosJul 2025

Dallas-Fort Worth Metroplex

• Led modernization of investment and sales service platforms, replacing legacy systems to improve scalability, resiliency, and business alignment. • Developed and executed a strategy to leverage offshore resources, optimizing organizational spend while enhancing operational efficiency • Led the integration of a German entity into a U.S.-based organization. • Working with business to open new offices across multiple international locations. • Offshoring & Vendor relations with Offshore Vendors
Publicis Sapient
Feb 20182 yrs 10 mosNov 2020

Colorado, United States

• Program director for a 2.1 billion USD divestiture program (M&A) for a client insurance business. This included separating infrastructure and applications from the divesting company and moving over to acquiring company without impacting daily operations. • Managed a large implementation of a third-party product for an insurance client business partners ensuring that quality, time and cost parameters are met. • Accountability for client business portfolio/program budget and scope; with accountability for the delivery of planned business outcomes/benefits to quality, time and cost. • Continuous improvement of capability and methods in collaboration with peers, Business Partners, Delivery teams and other stakeholders. Making Change Happen: stakeholder management; effective decision making; change management; communication.
Principal CIO Advisor
Apr 201711 mosFeb 2018

Houston, Texas Area

• Technology upgrade assessment for a small asset management organization for their investment front and back-office platforms • Advising on establishing an IT PMO for a manufacturing organization including the definition of policies, procedures around project initiation, prioritization and monitoring progress of the projects. Also advising them on initiating a disaster recovery plan
Invesco Ltd.
May 200017 yrsApr 2017

Houston, Texas Area

Global responsibility for Investments Data, Perf Measurement, and other apps for this leading global investment mgmt firm with 6,000 employees that operates in over 20 countries AUM about $800b in assets. Directed teams of up to 85 internal and external employees with annual multimillion dollar budgets. Key accomplishments include: Implemented global investments and non-investment applications. Responsible for providing application integration and reporting directed at senior management, mid-level managers, etc. Decom and consolidated several custom and vendor applications allowing multi million dollars saving in annual spend. Initiated and implemented a low cost development and operations center in India. Managed a globally diverse team in 7 cities, 4 countries, & 3 continents. Team members played various IT roles (Managers, Team Leads, business analysts, developers, infrastructure, and support). Implemented data architecture to automate external facing website. Greatly improved quality and customer satisfaction while reducing costs. Developed two separate offshore development/support teams to take advantage of reduced labor cost opportunities. Over 50% of staff is located in India, resulting in greatly reduced staff cost and increased global follow-the-sun support coverage. Negotiated agreements and managed relationships with multiple providers of IT software and services. Several of these agreements were for purchases over $1.0m. I continue to be the point person for all third party service providers for Invesco. Held various roles on IT management teams and business steering committees, responsible for directing strategy and operations. Continuously and measuring KPI for ongoing app environment and measuring the effectiveness of the application support teams. Significant contributions in leading the effort for LEAN and Continuous improvement for Invesco. Multiple VSA and RIE including implementing and executing global MDI.
Invesco Ltd.
Dec 20113 yrs 10 mosSep 2015

Houston, Texas Area

Manage COE for Equity Teams  Delivery of Projects  Support Activities  Offshore Vendor Management
Invesco Ltd.
Aug 20062 yrs 2 mosSep 2008

Managed an off-shoring program for various IT development activities as well as back office business process off-shoring Responsible for:  Business case development for off-shoring.  Vendor selection for BOT of ITO and BPO.  Scope development of various phases of BPO and ITO.  Contract negotiations.  Developing and negotiating SLA with the vendor.  Program governance.  Execution and monitoring against the plan.  Continuous process improvement.

Education

The University of Texas at Dallas

Master of Science - MS, Computer/Information Technology Administration and Management

The University of Texas at Dallas

Harvard Business School

Executive Education, Disruption and Innovation

Harvard Business School

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Headline

Wealth Management, Asset Management Technology Executive | Digital Platform Modernization | Cloud, AI / ML Global Delivery Leadership

About

E-mail: Harsh_W_Gupta@hotmail.com AWS Certified Cloud Practitioner, MS, MBA, PMP Executive Technology Leader and CIO Advisor with 25 years of experience driving enterprise technology transformation across multiple industries and organizations. Proven success aligning business strategy with technology execution, including application modernization, cloud platforms (AWS/Azure), global delivery models (BPO/ITO), and M&A integrations and divestitures. Trusted partner to executive leadership, recognized for building scalable operating models, leading global teams, optimizing cost structures, and delivering resilient, secure platforms that enable growth, operational excellence, and international expansion. Key competencies include: • A DEI proponent Leadership • IT Strategic Planning • Business Partnership • Innovation • Budget Management • Talent Acquisition • Resource Management • Performance Measurement Strategic Business Partnership • Analyze Industry trends • Cost Benefit Analysis • Process Improvements (LEAN) • Full Life Cycle Management • IT Program Governance • Vendor Relationship Technology • Large Application Development • Program Management • PMI • Agile, Waterfall SDLC • Technical Architecture • Tech Patent (US) • App Dev Standards

Location

Greater Houston

Work experience

Strategic Solutions, Retirement Services / Wealth Management at Confidential Company, Oct 2025 - Present · 9 mos, Dallas, Texas, United States, • Partnering with business and technology leaders to define target-state architectures, integration patterns, and modernization roadmaps. • Supporting platform stability, vendor alignment, and technology decision-making across wealth and retirement solutions. • Leading solution architecture for wealth management and retirement platforms following the AIG spin-off, supporting modernization, scalability, and regulatory alignment.

VP Enterprise Transformation / Global Expansion at Fisher Investments, Nov 2020 - Jul 2025 · 4 yrs 9 mos, Dallas-Fort Worth Metroplex, • Led modernization of investment and sales service platforms, replacing legacy systems to improve scalability, resiliency, and business alignment. • Developed and executed a strategy to leverage offshore resources, optimizing organizational spend while enhancing operational efficiency • Led the integration of a German entity into a U.S.-based organization. • Working with business to open new offices across multiple international locations. • Offshoring & Vendor relations with Offshore Vendors

Sr. Client Partner for a large Insurance & 401 K Client at Publicis Sapient, Feb 2018 - Nov 2020 · 2 yrs 10 mos, Colorado, United States, • Program director for a 2.1 billion USD divestiture program (M&A) for a client insurance business. This included separating infrastructure and applications from the divesting company and moving over to acquiring company without impacting daily operations. • Managed a large implementation of a third-party product for an insurance client business partners ensuring that quality, time and cost parameters are met. • Accountability for client business portfolio/program budget and scope; with accountability for the delivery of planned business outcomes/benefits to quality, time and cost. • Continuous improvement of capability and methods in collaboration with peers, Business Partners, Delivery teams and other stakeholders. Making Change Happen: stakeholder management; effective decision making; change management; communication.

Principal CIO Advisor at Principal CIO Advisor, Apr 2017 - Feb 2018 · 11 mos, Houston, Texas Area, • Technology upgrade assessment for a small asset management organization for their investment front and back-office platforms • Advising on establishing an IT PMO for a manufacturing organization including the definition of policies, procedures around project initiation, prioritization and monitoring progress of the projects. Also advising them on initiating a disaster recovery plan

Global Head IT Applications Investments Performance Risk & Analytics at Invesco Ltd., May 2000 - Apr 2017 · 17 yrs, Houston, Texas Area, Global responsibility for Investments Data, Perf Measurement, and other apps for this leading global investment mgmt firm with 6,000 employees that operates in over 20 countries AUM about $800b in assets. Directed teams of up to 85 internal and external employees with annual multimillion dollar budgets. Key accomplishments include: Implemented global investments and non-investment applications. Responsible for providing application integration and reporting directed at senior management, mid-level managers, etc. Decom and consolidated several custom and vendor applications allowing multi million dollars saving in annual spend. Initiated and implemented a low cost development and operations center in India. Managed a globally diverse team in 7 cities, 4 countries, & 3 continents. Team members played various IT roles (Managers, Team Leads, business analysts, developers, infrastructure, and support). Implemented data architecture to automate external facing website. Greatly improved quality and customer satisfaction while reducing costs. Developed two separate offshore development/support teams to take advantage of reduced labor cost opportunities. Over 50% of staff is located in India, resulting in greatly reduced staff cost and increased global follow-the-sun support coverage. Negotiated agreements and managed relationships with multiple providers of IT software and services. Several of these agreements were for purchases over $1.0m. I continue to be the point person for all third party service providers for Invesco. Held various roles on IT management teams and business steering committees, responsible for directing strategy and operations. Continuously and measuring KPI for ongoing app environment and measuring the effectiveness of the application support teams. Significant contributions in leading the effort for LEAN and Continuous improvement for Invesco. Multiple VSA and RIE including implementing and executing global MDI.

Head of Equity COE India (Director of equity COE) at Invesco Ltd., Dec 2011 - Sep 2015 · 3 yrs 10 mos, Houston, Texas Area, Manage COE for Equity Teams  Delivery of Projects  Support Activities  Offshore Vendor Management

Acting Director (ITO/BPO Global sourcing) at Invesco Ltd., Aug 2006 - Sep 2008 · 2 yrs 2 mos, Managed an off-shoring program for various IT development activities as well as back office business process off-shoring Responsible for:  Business case development for off-shoring.  Vendor selection for BOT of ITO and BPO.  Scope development of various phases of BPO and ITO.  Contract negotiations.  Developing and negotiating SLA with the vendor.  Program governance.  Execution and monitoring against the plan.  Continuous process improvement.

Education

Master of Science - MS, Computer/Information Technology Administration and Management, The University of Texas at Dallas

Executive Education, Disruption and Innovation, Harvard Business School