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Mid-senior product role, metro location, and broad data+AI requirements drive high competition.
Domain-specific financial reporting preferred, but data-product skills are moderately transferable across industries.
Explicit 7+ year requirement plus multiple mandatory 3+ year technical/data experience increases shortlisting strictness.
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Own and drive the strategy, roadmap, and delivery of enterprise Business Management Reporting capabilities focused on scalable data visualization, personalized and AI-enabled insights to support financial advisors and internal teams.
Translate product strategy into actionable requirements, manage product backlog, and lead cross-functional teams including Product, Data Engineering, Data Governance, AI, Technology, UX, and Business to deliver production-ready, AI-integrated reporting solutions.
Partner with data platform teams to develop governed data assets, semantic layers, and reliable data pipelines aligned with enterprise data strategy, ensuring reporting supports firm growth, operational efficiency, and risk management.
7+ years of product management or product ownership experience in data, analytics, reporting, or enterprise platform environments.
3+ years working with enterprise reporting or analytics platforms, including dashboarding and data visualization solutions.
3+ years collaborating with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling.
Background in wealth management or data-intensive business environments.
Experienced in leading cross-functional initiatives involving technology, data, UX, and business stakeholders within agile delivery frameworks.
Proficient in prioritizing roadmaps, translating business strategies into product requirements and measurable outcomes with strong organizational discipline.
Familiar with AI-enabled product features, enterprise reporting modernization, and tools like Tableau or semantic-layer design, preferably within the financial services domain.