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Niche TBAR expertise requirement and seniority reduce candidate density despite metro location.
Highly domain-specific TBAR and recordkeeping expertise limits cross-industry transferability.
Mandatory 8+ years plus specific financial-recordkeeping and data-product ownership increases shortlisting strictness.
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Own the strategy, governance, and lifecycle management of Transactions, Positions, Balances, Tax Lots, and Books and Records (TBAR) data products critical to multiple financial platforms and reporting.
Lead cross-functional collaboration to ensure high data quality, trusted Source of Record alignment, and regulatory compliance across TBAR data products delivered via APIs and enterprise platforms.
Drive product adoption, operational performance, and AI-enabled automation to enhance data stewardship, reconciliation, and operational workflows.
Bachelor's degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or related field.
8–12+ years of experience in Wealth Management, Brokerage Operations, Asset Management, or Financial Services domains.
Proven experience in Data Product Ownership, Data Governance, Enterprise Data Management, or Product Management roles.
Strong knowledge of transaction processing, positions, balances, tax lots, books and records, Source of Record models, data quality and governance practices.
Experienced in leading enterprise-scale data products with accountability for governance, quality, and cross-departmental stakeholder alignment in financial services.
Comfortable driving AI/automation initiatives within data management and operational environments to improve efficiency and data accuracy.
Skilled in navigating complex recordkeeping systems, regulatory requirements, and integrating data across operational, compliance, and analytics platforms.