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Mid-level product-data role, metro location, and broad enterprise skills drive high competition.
Role requires specific wealth management and data governance experience, so cross-industry transferability is low.
Explicit 6+ years plus mandatory wealth management data governance and regulatory experience increases strictness.
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Own and govern Wealth Management account data products across the full account lifecycle, ensuring data quality, governance, adoption, and operational effectiveness.
Manage Agile delivery including backlog prioritization, sprint planning, and defining acceptance criteria for data product features and user stories.
Maintain data product artifacts such as data catalogs, lineage, KPIs, and ensure regulatory compliance through partnership with Risk, Compliance, and Data Governance teams.
Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or related field.
6–10+ years of experience in Wealth Management or Financial Services, including Data Product Ownership, Product Management, or Data Governance.
Experience with Agile delivery practices and tools such as Jira; knowledge of metadata, lineage, and data quality practices.
Experience working in large enterprise environments and familiarity with regulatory and supervisory requirements in Wealth Management.
Proven ability to manage and govern complex financial data products in Wealth Management, focusing on operational accuracy and compliance.
Experienced in coordinating with multiple stakeholders across Brokerage, Advisory, Operations, Service, and Compliance functions in a regulated environment.
Strong ownership mindset with skills in defining business definitions, data quality standards, and maintaining comprehensive product documentation including data lineage and KPIs.