Data Product Owner with Wealth Management

Role Summary

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