Act as the primary liaison between product managers, architects, business stakeholders, and technical teams.
Facilitate clear, consistent, and proactive communication across cross-functional teams.
Collaborate with Compass integration teams to gather metadata, documentation, and data samples.
Champion a customer-centric mindset, ensuring data products meet user needs and deliver measurable value.
Define and document data requirements and acceptance criteria for user stories.
Maintain traceability between business requirements and technical implementation.
Monitor progress of Compass-related features and stories, raising blockers and dependencies proactively.
Represent the data product team in all scrum ceremonies including sprint planning, refinement, retrospectives, and daily standups.
Partner with Compass integration teams to support agile delivery and ensure alignment on data needs.
Provide actionable insights to stakeholders through data exploration and analysis.
Support data-driven decision-making across teams.
Lead and guide Data Analysts in validating reported issues and performing production data validation across environments.
Ensure data products adhere to quality standards and governance protocols.
Support documentation and change management processes, especially regarding impacts to existing Systems of Record (SORs).
Promote best practices in data stewardship and compliance.
Create and maintain business requirement documents (BRDs), use cases, and user stories.
Post and manage relevant artifacts in Confluence for team visibility and alignment.
Track and report on project progress, key metrics, and delivery milestones.

Requirements

7+ years’ experience in data warehouse design, data management, data governance, business intelligence and analytics, or similar.
7+ years and expert level use of reading and coding in SQL.
Proven experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer
5+ years' experience with JIRA and Confluence
Hands-on data analysis, source-to-target mapping, data lineage tracing, remediation, etc.
Experience coding or reading and understanding data transformations in pipelines.
Experience designing and implementing a variety of data architecture patterns.
Experience using and developing in a variety of RDBMS like AWS, Snowflake, etc.
Wealth management and wealth advisory services industry experience.
Prior people leadership experience.
Prior experience in a data product management role
Agile and lean delivery methods and associated tools like Confluence, Jira, etc.
Solid understanding of relational, star, snowflake data modeling.
Solid knowledge base of data governance including data quality rules coding and implementation, data catalogs, quality scorecard development, data lineage, mastering data, and reference data management.

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data warehouse designdata managementdata governancebusiness intelligenceanalyticsSQLdata analysisdata architecture patternsdata modelingdata transformations

Soft Skills

communicationcollaborationcustomer-centric mindsetleadershipproactive problem-solvingagile deliverydata-driven decision-makingdocumentationchange managementstakeholder engagement