Katherine (Katie) Mueller
Chicago
Summary
Results-driven professional with 25+ years of experience in the financial industry, and 15+ years in learning and development. Skilled in performance evaluation and learning program development, contributing to enhanced organizational effectiveness and employee readiness.
Overview
18
18
years of professional experience
Work History
Vice President, Role Readiness Program Manager
J.P. Morgan Chase
Chicago
10.2021 - Current
- Strategic Leadership: Build and lead a team responsible for the design and development of job skills and industry knowledge training for structured operations.
- Integrated Talent Strategy: Manage a specialized team that partners with Operations Managers to identify and recruit new talent, ensuring a seamless transition from recruitment to full desk-readiness.
- Stakeholder Influence: Consult with senior leadership to determine delivery strategies, and overall approaches to address new industry trends and business initiatives.
- Full-cycle L&D: Oversee all facets of learning and development, including needs assessment, course design, development, implementation/delivery, and program evaluation.
- Operational Excellence: Navigate and negotiate organizational complexities to influence decision-makers, and ensure all deliverables meet rigorous timelines, even when demand exceeds capacity.
Vice President, Learning Lead IV
J.P. Morgan Chase
Chicago
10.2012 - 09.2021
- Strategic Design: Orchestrated end-to-end learning solutions using the ADDIE framework, ensuring all programs directly addressed business priorities, and operational gaps.
- Impact Evaluation: Led the U.S. Wealth Management evaluation team, utilizing the Kirkpatrick Model to track performance metrics, and provide success metrics for new hire initiatives.
- Executive Consulting: Partnered with senior leadership to deliver high-stakes curricula, ranging from complex regulatory training to soft skills, and technical systems.
- Digital Transformation: Modernized legacy classroom programs into Virtual Instructor-Led (VILT) formats, significantly reducing overhead costs and training duration.
Officer, Senior Training Specialist
J.P. Morgan Chase
Chicago
02.2011 - 09.2012
- Large-Scale Learning Solutions: Developed and facilitated multi-modal learning content for over 100,000 employees, including bankers, financial advisors, managers, and supervisors.
- National Program Launch: Spearheaded the development and facilitation of the Chase Private Client (CPC) curriculum, scaling the program to over 5,000 employees nationwide.
Officer, Client Service Specialist
J.P. Morgan Chase
Chicago
06.2008 - 01.2011
- Program Foundations: Selected as one of six original pilot members for the Chase Private Client program, established core operational procedures, and served as the designated regional trainer.
Education
Bachelor of Science - Leadership & Organization Behavior
Northwestern University
Evanston, IL06-2017
Skills
- Strategic leadership
- Talent acquisition
- Learning and development
- Operational excellence
- Performance evaluation
- Change management
Affiliations
CIVIC INVOLVEMENT & LEADERSHIP Board Member & Secretary, Rivendell Theatre Ensemble (2015 - 2020); Academic Coach, One Million Degrees (2018 - Present)
Timeline
Vice President, Role Readiness Program Manager
J.P. Morgan Chase
10.2021 - Current
Vice President, Learning Lead IV
J.P. Morgan Chase
10.2012 - 09.2021
Officer, Senior Training Specialist
J.P. Morgan Chase
02.2011 - 09.2012
Officer, Client Service Specialist
J.P. Morgan Chase
06.2008 - 01.2011
Bachelor of Science - Leadership & Organization Behavior
Northwestern University