AVP, Data Product Owner – Wealth Management Participant Data Domain
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Job Description
Structured overview of role & requirementsAbout This Role
Own and govern participant data products covering leads, prospects, clients, households, and related onboarding to offboarding lifecycle stages.
Accountable for data quality, governance, adoption, and delivering measurable business value from participant-focused datasets.
Manage Agile delivery activities including backlog prioritization, sprint planning, defining business definitions, metadata, and data quality requirements.
Minimum Requirements
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 within large enterprise environments.
Experience with Agile delivery methodologies, Jira, metadata management, data lineage, and data quality practices.
Ideal Candidate Profile
Proven ability to manage complex participant master data and lifecycle business rules in Wealth Management domain.
Familiarity with regulatory, compliance, and risk considerations specific to wealth management data products.
Experience collaborating cross-functionally with advisors, marketing, operations, compliance, and service teams in fast-paced enterprise settings.