Saurabh Kohli is a distinguished technology executive with over two decades of experience driving innovation in financial services and enterprise technology. Currently serving as Senior Vice President at BNY Mellon, he leads portfolio construction initiatives and unified design systems that have transformed how financial institutions deliver client experiences.
At BNY Mellon, Saurabh has spearheaded groundbreaking initiatives that blend artificial intelligence with portfolio management, achieving a 15% improvement in lead generation for advisors through AI/ML-infused portfolio generation. His leadership in implementing portfolio rebalancing services reduced trade errors by an impressive 80%, while his development of the 'AdvicePath' mobile app revolutionized how Private Equity clients track their wealth goals. His technical expertise spans multiple domains, from developing reusable chatbot components to architecting cloud-based solutions, with his implementation of Hazelcast pipeline using sharded cache nodes dramatically reducing load times from 10 seconds to 800 milliseconds.
Throughout his career, Saurabh has consistently delivered significant cost savings through innovative solutions. His development of the Unified Design System reduced IT spending by 25% annually by providing accessible, mobile-ready, and dynamic form-ready reusable components. Earlier in his career at NBCUniversal, he achieved a remarkable 70% cost reduction by migrating products from OpenText to the Drupal open-source platform. His exceptional contributions have earned him multiple "Best in Class Engineer" awards for his exemplary performance in driving platform efficiency and stabilizing client operations.
His career journey spans prestigious organizations including American Express, Morgan Stanley, Bank of America, and NBCUniversal, where he has consistently taken on roles of increasing responsibility. At American Express, he led the redesign of the Payments app, reducing payment-related customer calls by 30% and streamlining deployment processes with 25% faster delivery. During his tenure at Morgan Stanley, he spearheaded account-opening products that enabled overlay advisors to operate Unified Managed Accounts, resulting in a 12% increase in new accounts and successfully launching the WealthDesk app to enrich the user experience for goal planning.
Saurabh holds a Master's in Computer Application (MCA) from Guru Nanak Dev University and a Bachelor's in Computer Application (BCA) from the same institution. He is also a certified Java Developer, demonstrating his commitment to maintaining technical excellence throughout his career. His approach to technology leadership combines deep technical expertise with strategic business acumen, focusing on delivering tangible business value through technology innovation.
Based in Livingston, New Jersey, Saurabh continues to shape the future of financial technology through his role at BNY Mellon, where he leads initiatives that bridge the gap between sophisticated financial instruments and intuitive user experiences. His work in portfolio construction, wealth planning, design systems, and performance optimization has not only driven immediate results but has also established scalable frameworks for future growth.