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Strong employer brand and metro role, but senior and data-product specialization reduces broad applicant density.
Medium — core product and data skills transferable, but wealth-management and compliance knowledge is domain-specific.
High — explicit 10-15 years plus required product/data experience and regulatory/compliance expectations.
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Own and drive development and enhancement of a strategic data platform, insights application, and Insights API focused on Financial Advisors' workflows.
Serve as the primary interface to Data Engineering and API teams to define, prioritize, and deliver data requirements.
Collaborate with business stakeholders and cross-functional teams to scope requirements, translate into user stories, and ensure delivery aligns with platform and compliance standards.
Bachelor's degree in Business, Computer Science, Engineering, or related field (advanced degree preferred).
10-15 years general IT experience with 5+ years in product ownership or data product management, preferably in financial services.
Proven experience working with data engineering teams and managing data-driven products or platforms.
Strong understanding of data pipelines, data modeling, SQL/ETL concepts, and regulatory compliance related to client data.
Experienced product manager with demonstrated ability to manage data products end-to-end in a financial/wealth management context.
Strong technical acumen capable of translating complex business needs into actionable technical specifications and engaging effectively with engineering teams.
Strategic thinker with entrepreneurial mindset focused on evolving data platforms and delivering client insights to drive business value.