Strategic Initiatives · Enterprise Intelligence · AI & Knowledge
Turning Strategy Into Executable Performance
I partner with senior executives to convert ambiguous priorities into structured, executable programs — designing the operating rhythm, governance, and intelligence systems that turn knowledge into action and action into measurable enterprise performance.
- Strategic Initiatives Leader
- Enterprise Operating Rhythm
- AI & Knowledge Transformation
- Organizational Psychologist
- University Faculty
- Founder, SPX+
Experience & Affiliations
- J.P. Morgan Chase
- Northeastern University
- The University of Texas at Dallas - Naveen Jindal School of Management
- State Street
- Gallup
Enterprise Impact
Two decades. Fortune 100 scale.
20+ Years
Partnering with Senior Executives in Fortune 100 Enterprises
48,000+
Stakeholders Supported Across HR, CAO & Risk Functions
30%
Process Efficiency Gain on Enterprise Performance Transformation
25%
Increase in Program Adoption Through Structured Delivery
10–20%
Operating Cost Reduction via Delivery & Vendor Optimization
Ph.D.
Organizational Psychology · Adjunct Faculty, Northeastern University
Featured Expertise
Where I create leverage
Enterprise Intelligence
Transforming organizational knowledge into scalable business intelligence that accelerates decisions and execution.
AI Transformation
Building AI-ready ecosystems, intelligent retrieval systems, and agent-enabled operating models for the enterprise.
Knowledge Management
Designing governance, architecture, content strategy, and enterprise knowledge operations at scale.
Leadership & Performance
Applying organizational psychology, leadership science, and human performance principles to drive results.
Signature Framework
The Enterprise Execution Flywheel™
"Organizations that learn faster execute faster."
The Enterprise Execution Flywheel™ illustrates how knowledge, AI, leadership, and execution combine to create sustainable competitive advantage. Each stage compounds the next.
- Knowledge becomes intelligence through context and synthesis.
- Intelligence becomes execution through AI-enabled systems.
- Execution becomes performance through measurement and leadership.
- Performance becomes new knowledge through organizational learning.
Operating Philosophy
Welcome to the Age of Execution
01
Execution Beats Intentions
Ideas are abundant. Execution is scarce.
02
Merit Compounds
Execution compounds over time.
03
Knowledge Must Flow
Knowledge trapped in silos creates organizational drag.
04
AI Amplifies Systems
AI improves existing systems. It rarely fixes broken ones.
05
Leadership Creates Clarity
Clarity accelerates execution.
06
Remove the Constraint
Find and solve the limiting factor before optimizing elsewhere.
07
Learning Creates Advantage
Organizations that learn faster execute faster.
08
Build for Scale
Every solution should become a reusable capability.
About
Steven
Strategist. Operator. Scholar-Practitioner.
Steven Soares, Ph.D. is an operations and strategy leader with more than 20 years of experience partnering with senior executives to convert ambiguous priorities into structured, executable programs.
At J.P. Morgan Chase, Steven manages the operating rhythm of complex, matrixed organizations — setting leadership-meeting agendas, building goal-setting and tracking governance, preparing executive briefing materials, and driving cross-functional initiatives to measurable outcomes across data, product, engineering, operations, and line-of-business teams.
He combines applied analytics, organizational psychology, and program delivery to act as a trusted advisor who increases accountability, accelerates execution, and reduces leadership cognitive load — supporting populations of 48,000+ stakeholders and delivering 30% process-efficiency gains, 25% adoption lift, and 10–20% operating-cost reductions on enterprise transformation programs.
Steven is Adjunct Faculty at Northeastern University and the founder of SPX+ — Strength. Performance. Excellence. — a platform for leaders and organizations pursuing sustainable performance through psychology, leadership, and technology.
Education
Ph.D. in Psychology
Organizational Psychology · Grand Canyon University
M.S. Applied Machine Learning
Northeastern University
M.S. Corporate & Organizational Communication
Northeastern University
B.S. in Management
Northeastern University
Faculty Appointments
Northeastern University — College of Professional Studies
The University of Texas at Dallas - Naveen Jindal School of Management
Enterprise Executive
- Strategic Initiatives
- Operating Rhythm
- Executive Briefings
- OKR & Goal Governance
- Cross-Functional Delivery
- Operating Model Design
Researcher
- Organizational Intelligence
- AI Adoption
- Knowledge Management
- Leadership
- Human Performance
- Future of Work
Educator
- Northeastern University
- The University of Texas at Dallas - Naveen Jindal School of Management
- Leadership
- Analytics
- Human Resource Management
- AI & the Future of Work
Founder · SPX+
- Strength. Performance. Excellence.
- A platform for leaders and organizations pursuing sustainable performance through psychology, leadership, and technology.
Career
Professional Experience
Vice President, Product Delivery — Machine Learning & Intelligent Operations
J.P. Morgan Chase & Co.
Leads delivery of enterprise initiatives across data, product, engineering, operations, and line-of-business teams — running the operating rhythm with intake workflows, readiness criteria, and weekly ceremonies that drive transparency and leadership alignment.
Vice President, Product Strategy — Intelligent Solutions Lead
J.P. Morgan Chase & Co.
Directed enterprise capability and adoption strategy for 48,000+ stakeholders across HR, CAO, and Risk. Built cross-functional strategy councils and roadmaps that lifted adoption 25% and reduced operating costs 10–20%.
Vice President, Senior Program Manager — HR Talent Management
J.P. Morgan Chase & Co.
Led enterprise performance-management transformation, delivering 30% process efficiency, 15% employee-engagement lift, and 25% increase in HR-technology satisfaction.
Vice President, Operational Risk Management
J.P. Morgan Chase & Co.
Strengthened risk-control frameworks and improved governance and risk reporting for executive decision-making.
Vice President, Client Management — Corporate & Investment Bank
J.P. Morgan Chase & Co.
Led a team of 16 to 12% annual sales growth and 20% portfolio expansion. Automated category-level P&L reporting, cutting manual effort 30% and improving downstream SEC reporting accuracy.
Financial Information Manager — Securities Services
State Street Bank & Trust Company
Led a team of 20 with a 100% promotion rate; lifted operational efficiency 15% and leadership readiness 20% through targeted development.
Adjunct Faculty
Northeastern University · College of Professional Studies
Teaches graduate courses in leadership, analytics, and human resource management — bridging scholarship and enterprise practice.
Connect
Let's Work Together
Whether you're interested in leadership development, organizational coaching, or collaborative research — I'd love to hear from you.