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High due to Tier-1 brand, mid-level generalist role, metro location, and broad skillset requirements.
High because role requires Wealth Management domain expertise and specific KYC/data remediation experience.
High because explicit years, domain expertise, and technical and leadership requirements are mandatory.
Drive strategic data remediation initiatives within Wealth Management by collaborating across Technology, Operations, and Business teams to prioritize and resolve data quality issues.
Define and manage changes to data models supporting Party, Account, and KYC domains aligned with firm’s strategic agenda.
Lead and mentor a team, govern data quality metrics/KPIs, and deliver executive-level reports to ensure high-quality data and operational efficiency.
5+ years of business analysis experience focused on data integrity, collection, and utilization.
Strong expertise in Wealth Management data domains including client onboarding, KYC, and regulatory requirements.
Technical proficiency in data modeling, extracting and analyzing data using tools like Alteryx, Tableau, Qlik, or SQL Server.
Work Experience Required: Minimum 5 years relevant experience in financial services data analysis.
Experienced leader capable of managing cross-functional teams and stakeholder relationships in complex financial services environments.
Skilled in leveraging AI and automation tools to enhance data quality analysis and operational process improvements.
Strong communicator able to translate complex data issues into actionable business outcomes for senior stakeholders.