Kristy Bora
Senior Product Manager | Digital Wealth and Fintech | AI Product Builder | Calgary, AB
ex-IBMI am a Senior Product Manager with 12+ years of experience, the majority of it in Financial Services technology at Morgan Stanley and Credit Suisse.
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My work has spanned participant onboarding platforms, digital wealth experiences, B2B SaaS portals, and accessibility initiatives, always at the intersection of complex business requirements and real user needs. What I enjoy most is the early stages of a problem, when you are still figuring out what you are actually solving. I have launched 0 to 1 products, rebuilt platforms mid-flight, and most recently been building AI agentic workflows in my own time using Claude and other LLM tools, because I find it genuinely interesting to watch a well-designed automation eliminate friction for real people. I bring a mix of product strategy, roadmap planning, user story writing, backlog management, and cross-functional delivery experience across Agile environments. I work closely with engineering, design, legal, risk, and operations teams and am comfortable presenting to executive stakeholders and translating technical complexity into clear business outcomes. I am based in Calgary and open to remote and hybrid product roles across Canada. If you are building something in digital wealth, fintech, AI-powered platforms, or complex B2B SaaS and need someone who can bridge business and engineering, I would love to connect.
GTM Index
- FAJR CAPITALJOB
- GTM Specialist5M
GTM Specialist
Fajr Capital Inc.
- NESTOJOB
- AI Senior Product Mgr1M
AI Senior Product Manager
nesto
- MORGAN STANLEYJOB
- Senior Product Mgr, Wealth…4Y 1M
Senior Product Manager, Wealth Management Platforms
Morgan Stanley
Part of the product team behind Morgan Stanley at Work's multi-year unified participant experience program, covering the integration of E*TRADE and Solium stock plan platforms. Morgan Stanley at Work now serves 40%+ of the S&P 500 and approximately 12 million workplace participants (per public Morgan Stanley announcement, July 2024). Day to day I work on: Product roadmap strategy and quarterly planning aligned to the unified participant experience program Writing user stories and epics in JIRA, managing and grooming the backlog through Agile sprints Defining and tracking KPIs and post-launch success metrics using Adobe Analytics Translating business needs into technical specifications for…
- VP, Agile Delivery Lead, W…1Y 1M
Vice President, Agile Delivery Lead, WM Digital Marketing Technologies
Morgan Stanley
- Senior Business Analyst2Y 8M
Senior Business Analyst
Morgan Stanley
- CREDIT SUISSEJOB
- Business Analyst3Y 1M
Business Analyst
Credit Suisse
• Devised solutions to meet end user needs for them to leverage big data analytics tools like Splunk, Tableau, Apache products. • Produced KPI metrics for operational and business needs using data visualization tool like tableau. • Liaised with business sponsors, engineers and users to bring structure & growth to our in-house platforms used across the bank. • Maintained relationship with all the team’s stakeholders to assist them with their ongoing needs right from ETL prioritizations to data analytics consulting. • Led an APAC regulatory project with a global team of 3 staff members as a part of APAC regulatory project • Involved actively with Tech Women Mentoring Program of CS for recrui…
- Summer Analyst2M
Summer Analyst
Credit Suisse
• Created UML/project flows for settlement processes to understand the functionalities of the settlement applications. • Spearheaded revamping of the intranet social page over SharePoint and maintaining it • Collaborated with peers to build a presentation on “Leveraging e-commerce”: how industry responses to regulatory reforms.
- STEVENS INSTITUTE OF TECHNOLOGYJOB
- Graduate Assistant7M
Graduate Assistant
Stevens Institute of Technology
Support administrative activities and perform data entry, data collection, and processing, Update the graduate admissions website to communicate with prospective students. Run reports using pivot tables in Excel and provide data analysis
- IBMJOB
- System Eng2Y 1M
System Engineer
IBM
• Worked on New Provisioning Siebel CRM 8.1 Vodafone Spain • Performed System Integration testing and System Testing • Participated in Retrofit Testing of the processes. • Involved in SIEBEL administration using UNIX shell scripting. • Created packets as a Siebel administrator using commanche and PVCS and deployed the new versions live.
- Job: IBM — System Engineer · 2011-06 – 2013-07 — • Worked on New Provisioning Siebel CRM 8.1 Vodafone Spain • Performed System Integration testing and System Testing • Participated in Retrofit Testing of the processes. • Involved in SIEBEL administration using UNIX shell scripting. • Created packets as a Siebel administrator using commanche and PVCS and deployed the new versions live.
- Job: Fajr Capital Inc. — GTM Specialist · 2026-03 – present
- Job: Morgan Stanley — Senior Business Analyst · 2018-05 – 2021-01
- Job: nesto — AI Senior Product Manager · 2026-07 – present
- Job: Stevens Institute of Technology — Graduate Assistant · 2013-10 – 2014-05 — Support administrative activities and perform data entry, data collection, and processing, Update the graduate admissions website to communicate with prospective students. Run reports using pivot tables in Excel and provide data analysis
- Job: Morgan Stanley — Senior Product Manager, Wealth Management Platforms · 2022-02 – 2026-03 — Part of the product team behind Morgan Stanley at Work's multi-year unified participant experience program, covering the integration of E*TRADE and Solium stock plan platforms. Morgan Stanley at Work now serves 40%+ of the S&P 500 and approximately 12 million workplace participants (per public Morgan Stanley announcement, July 2024). Day to day I work on: Product roadmap strategy and quarterly planning aligned to the unified participant experience program Writing user stories and epics in JIRA, managing and grooming the backlog through Agile sprints Defining and tracking KPIs and post-launch success metrics using Adobe Analytics Translating business needs into technical specifications for…
- Job: Morgan Stanley — Vice President, Agile Delivery Lead, WM Digital Marketing Technologies · 2021-01 – 2022-02
- Job: Credit Suisse — Summer Analyst · 2014-05 – 2014-07 — • Created UML/project flows for settlement processes to understand the functionalities of the settlement applications. • Spearheaded revamping of the intranet social page over SharePoint and maintaining it • Collaborated with peers to build a presentation on “Leveraging e-commerce”: how industry responses to regulatory reforms.
- Job: Credit Suisse — Business Analyst · 2015-03 – 2018-04 — • Devised solutions to meet end user needs for them to leverage big data analytics tools like Splunk, Tableau, Apache products. • Produced KPI metrics for operational and business needs using data visualization tool like tableau. • Liaised with business sponsors, engineers and users to bring structure & growth to our in-house platforms used across the bank. • Maintained relationship with all the team’s stakeholders to assist them with their ongoing needs right from ETL prioritizations to data analytics consulting. • Led an APAC regulatory project with a global team of 3 staff members as a part of APAC regulatory project • Involved actively with Tech Women Mentoring Program of CS for recrui…
- School: Stevens Institute of Technology — Masters Degree, Information Systems
- School: Mody Institute of Technology — Bachelor of Technology - BTech, Electrical, Electronics and Communications Engineering
- School: DAV Schools Network — High School Diploma, Science
- School: Delhi Public School, Ahmedabad
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ex-Amazon Web Services (AWS)