Strategic Initiatives · Enterprise Intelligence · AI & Knowledge
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.
Experience & Affiliations
Enterprise Impact
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
Transforming organizational knowledge into scalable business intelligence that accelerates decisions and execution.
Building AI-ready ecosystems, intelligent retrieval systems, and agent-enabled operating models for the enterprise.
Designing governance, architecture, content strategy, and enterprise knowledge operations at scale.
Applying organizational psychology, leadership science, and human performance principles to drive results.
Signature Framework
"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.
Operating Philosophy
01
Ideas are abundant. Execution is scarce.
02
Execution compounds over time.
03
Knowledge trapped in silos creates organizational drag.
04
AI improves existing systems. It rarely fixes broken ones.
05
Clarity accelerates execution.
06
Find and solve the limiting factor before optimizing elsewhere.
07
Organizations that learn faster execute faster.
08
Every solution should become a reusable capability.
About
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.
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
Northeastern University — College of Professional Studies
The University of Texas at Dallas - Naveen Jindal School of Management
Scholarship
Northeastern University — Center for the Future of Higher Education and Talent Strategy, in partnership with 1EdTech
A three-stage ecosystem roadmap for closing the gap between digital credentials, resume parsing, and enterprise HR systems — grounded in workshops with HR leaders, applied hiring experiments, and analysis of major resume parsing pipelines.
Read publicationGrand Canyon University — Doctoral Dissertation
A qualitative study examining how organizational leaders describe the influence of mindfulness practices on their well-being, decision-making, and capacity to lead under pressure.
Read publicationSelected Experience
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.
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%.
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.
J.P. Morgan Chase & Co.
Strengthened risk-control frameworks and improved governance and risk reporting for executive decision-making.
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.
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.
Northeastern University · College of Professional Studies
Teaches graduate courses in leadership, analytics, and human resource management — bridging scholarship and enterprise practice.
Connect
Whether you're interested in leadership development, organizational coaching, or collaborative research — I'd love to hear from you.