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Advisor Data Product Owner

ClifyXFort Mill, SC🇺🇸United StatesPosted 25 Aug 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
Fort Mill, SC, United States
Posted
22 hours ago
AgileJiraVendor Management

Job Description

Hello,
 
Greetings from Clifyx.
 
********************Visa Independent**************
 
Title: Advisor Data Product Owner 
Location: (NYC or Fort Mill, SC) Hybrid-Onsite
12+ Month Contract
 
Role Summary

Wealth Management Data Team
 
We are seeking a highly independent Techno Functional Data Product Owner to lead Advisor Data for Wealth Management. This role spans advisor and producer profile data, licensing and registration, book of business and household/relationship mapping, compensation and grid data, organizational/branch hierarchy, and advisor workstation and CRM data integration. The role requires strong hands-on data analysis, deep understanding of wealth business processes, and the ability to translate requirements into implementation-ready technical deliverables with minimal supervision.
The role operates autonomously, owns outcomes end to end, and partners with advisory/sales leadership, compliance, compensation, operations, risk, and engineering teams to deliver accurate, well-governed advisor data powering advisor workstations, CRM, compensation systems, compliance surveillance, and reporting.
Key Responsibilities
End to End Product Ownership
  • Own Advisor Data requirements end to end
  • Independently drive discovery, analysis, documentation, and backlog readiness
  • Identify gaps, risks, data conflicts, and dependencies across advisor systems
  • Own delivery outcomes, data quality, timeliness, and lineage
Advisor Data Domain Ownership
  • Lead golden copy requirements across advisor/producer profile, licensing and registration, and book of business data
  • Define identifier mapping (rep/producer IDs, CRD numbers, branch/region codes) and de-duplication logic
  • Own sourcing, controls, and validation for licensing, registration, and continuing education data
  • Establish authoritative SOR and multi-SOR precedence, survivorship, and exception handling across compliance and compensation systems
  • Ensure data products are reusable across advisor workstation, CRM, compensation, and compliance consumers
Stakeholder Collaboration & Requirement Elicitation
  • Partner with advisory/sales leadership, compliance, compensation, vendor management, and technology teams
  • Lead conversations on data needs, sourcing, usage, and required controls
  • Document and validate requirements, assumptions, decisions, and known unknowns
Data Analysis & Documentation
  • Perform hands-on analysis of source systems (licensing/registration platforms, CRM, compensation engines) and vendor feeds
  • Identify data gaps, overlaps, reuse opportunities, and quality failure patterns
  • Produce BRDs and data intake documents, attribute definitions, lineage flows, and NFRs
  • Partner with Data Governance and SOR teams on ownership, lineage, and standards
Agile Delivery & Backlog Management
  • Act as Product Owner for Agile delivery squads
  • Decompose requirements into epics, features, and implementation-ready Jira stories
  • Define inputs/outputs, events, schemas, quality rules, and change management
  • Own backlog prioritization, refinement, and sprint readiness
Integration, Kafka & API Ownership
  • Define delivery patterns using event streaming, APIs, and batch/file as appropriate
  • Collaborate on topic strategy, schemas, versioning, replay, and retention
  • Ensure scalability, reuse, and alignment to enterprise data standards
Governance, Risk & Controls
  • Embed metadata, lineage, auditability, and traceability across advisor data flows
  • Define and enforce data quality controls, monitoring, and SLAs
  • Partner with compliance on entitlements, licensing constraints, and regulatory recordkeeping
  • Support auditability of advisor onboarding, transfers, and data changes
Data Contracts & Standards
  • Own canonical data contracts covering definitions, schemas, code sets, and survivorship
  • Define versioning and change management standards
  • Maintain accurate and complete BRDs and intake documentation
AI Usage
  • Use AI responsibly to improve requirement quality and detect data quality patterns
  • Apply sound judgment with regulated, licensed, and sensitive advisor data
Required Skills & Experience
  • 8+ years in Financial Services, preferably in Wealth Management advisor/producer data domains
  • Strong familiarity with Wealth Management business processes, advisor workflows, and industry data (licensing, registration, compensation, book of business)
  • Familiarity with advisor workstation platforms and their underlying data needs
  • Strong techno functional background spanning business, data, and technology
  • Hands-on experience working with data in a data team — field-level data analysis, validation, and quality investigation
  • Proven ability to write clear, implementation-ready Jira stories
  • Working knowledge of event streaming, APIs, batch integrations, schemas, and data quality controls
  • Self-starter with strong ownership and accountability mindset
 
Thanks & Best Regards,
Vishal Swami – Clifyx (US IT Recruiter)
Contact Number-
LinkedIn:
Headquarters: South Plainfield, NJ – 07080

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