Owns foundational client data products end-to-end vision, setting the strategy, priorities, and success measures to ensure data is accurate, consistent, trusted, and fit for enterprise use across business processes and platforms
Leads and develops a high-performing team, establishing clear accountability for data outcomes, coaching team members on complex data challenges, and fostering a culture of ownership, quality, and continuous improvement
Serves as the primary data partner and advisor to the business on the most complex client data needs, translating business objectives into clear data requirements and ensuring data solutions enable timely, confident decision-making
Drives alignment across cross-functional partners (technology, analytics, operations, risk, and business stakeholders), influencing decisions to ensure foundational data initiatives support broader business and data strategy goals
Identifies and addresses systemic data risks, gaps, and inefficiencies, proactively driving process and control improvements that strengthen data quality, reduce redundancy, and improve scalability and reuse of client data
Defines and governs data standards, processes, and controls for the creation, consumption, and lifecycle management of foundational client data, ensuring consistent adoption and adherence across the organization
Ensures data products are scalable and sustainable, balancing current business needs with future growth, modernization efforts, and evolving enterprise data practices
Acts as the single point of accountability for foundational client data outcomes, providing transparency into data health, issues, and remediation progress, and making informed trade-off decisions when constraints arise

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
8+ years of total relevant work experience
Certified Product Owner or equivalent and demonstrable experience working in Agile environments (Scrum/Kanban)
Advanced data domain knowledge: data lineage, metadata management, data quality frameworks, and master data management (MDM)
Comprehensive working knowledge of investment products specifically within the retail and retirement plan space (e.g., Brokerage accounts, IRAs, ETFs, 401(k), 403(b), defined contribution, defined benefit plans), with demonstrated ability to inform requirements and business decisions
Strong knowledge of relational database models and advanced SQL skills for data extraction, profiling, and review
Proven experience with end-to-end data flows, dependencies, and translating data design into business outcomes
Advanced project management skills and experience leading complex, cross-functional data initiatives
Excellent written and verbal communication; ability to present technical concepts to business and senior leadership
Proven ability to coordinate and collaborate across matrixed teams and stakeholders
Self-directed, results-oriented, and able to manage multiple high-priority, sensitive projects simultaneously
Strong organization, planning, prioritization, and process-improvement orientation
Experience with MS Office (advanced Excel, PowerPoint); familiarity with collaboration tools (Jira, Confluence, Teams)
Experience creating, organizing, and executing comprehensive test plans for data pipelines and data products (including test cases, acceptance criteria, data validation, regression testing, and automated test coverage) to ensure data integrity and delivery quality
Experience defining and tracking data governance KPIs and using metrics to drive remediation
Experience mentoring or developing junior staff and leading capability-building efforts

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

data lineagemetadata managementdata quality frameworksmaster data managementrelational database modelsSQLdata flowsproject managementdata governance KPIstest plans

Soft Skills

leadershipcommunicationcollaborationorganizationplanningprioritizationprocess improvementcoachinginfluencingself-directed

Certifications

Certified Product Owner