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Mid-level, metro role with common title but domain-specific finance requirement yields moderate competition.
Requires Wealth Management experience and regulatory knowledge, so industry-specific expertise is necessary.
Explicit years, mandatory wealth-management domain experience, and governance/compliance expectations increase filtering strictness.
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Own and govern participant data products across the investor lifecycle including leads, prospects, clients, households, relationships, onboarding, servicing, and offboarding.
Responsible for data quality, governance, adoption, and delivering business value related to participant-focused datasets.
Lead Agile delivery activities including backlog prioritization, sprint planning, and defining business rules to maintain consistency across CRM and Wealth Management platforms.
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.
Experience in Data Product Ownership, Product Management, Data Governance, or Data Management in large enterprise environments.
Experience with Agile delivery, Jira, metadata management, lineage, and data quality practices.
Experienced in enterprise data governance platforms and data catalogs with clear domain knowledge of Wealth Management regulatory and supervisory requirements.
Demonstrated ability to partner effectively across teams including Advisor, Marketing, Service, Operations, Compliance, Risk, and Legal to ensure data governance and compliance.
Skilled in managing complex data products related to participant data lifecycle and capable of delivering measurable business value in Agile environments.