Sr. Data Product Owner- Wealth Management

Key Responsibilities:

Product Ownership & Strategy

• Define and own the product vision and roadmap for WM Data Products (e.g., client 360, investment analytics, advisor dashboards, financial planning tools).
• Translate business requirements into user stories with clear acceptance criteria.
• Prioritize and manage product backlogs in line with business goals and regulatory requirements.
• Collaborate with cross-functional teams including Wealth Management advisors, data engineers, UX designers, and compliance.

Data Product Delivery

• Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
• Define data contracts and data quality requirements for Wealth Management use cases.
• Ensure alignment of data products with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules).
• Monitor product performance and adoption; refine features based on feedback and usage data.

Stakeholder Collaboration

• Act as the voice of the customer (internal advisors, end-clients, compliance teams) throughout the product lifecycle.
• Conduct regular product reviews and demos with stakeholders.
• Manage expectations and communicate progress, risks, and dependencies transparently.

Qualifications:

Must-Have:

• 10+ years of experience as a Product Owner or Product Manager, with at least 3-5 years in Wealth Management.
• Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
• Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools.
• Proven track record of working in Agile environments (Scrum, SAFe).

Required:

• Experience with cloud data platforms (e.g., AWS).
• Knowledge of data governance, privacy, and financial compliance (e.g., SEC, FINRA, GDPR).
• Coding of SQL , data modeling experience.