AVP, Data Product Owner
About The Position
The AVP, Data Product Owner owns and governs Wealth Management account data products across the account lifecycle, including account opening, maintenance, transfers, servicing, restrictions, and closure. The role is accountable for account data quality, governance, adoption, and operational effectiveness. It establishes ownership of account data products, delivers trusted and governed datasets, improves data quality and lineage, embeds governance into delivery processes, supports regulatory and operational initiatives, and defines measurable product outcomes. The role serves as the designated Data Owner for assigned account data products and works across business and technical stakeholders to manage product backlogs, define data requirements, maintain documentation, and measure product health. It supports brokerage, advisory, retirement, custodied, and direct business account datasets, while ensuring alignment with related participant, advisor, and security data domains and compliance with applicable regulatory, retention, privacy, and access-control requirements.
Requirements
- Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or a related field.
- 6–10+ years of Wealth Management or Financial Services experience.
- Experience in Data Product Ownership, Product Management, Data Governance, or Data Management.
- Experience working in large enterprise environments.
- Experience with Agile delivery, Jira, metadata management, data lineage, and data quality practices.
Nice To Haves
- Experience with enterprise data governance platforms and data catalogs.
- Knowledge of regulatory and supervisory requirements within Wealth Management.
- Experience supporting advisor, operations, compliance, and client servicing functions.
Responsibilities
- Act as the designated Data Owner for assigned Wealth Management Account data products.
- Own and prioritize Jira epics, features, user stories, acceptance criteria, and product backlogs.
- Participate in sprint planning, backlog refinement, delivery governance, and Agile ceremonies.
- Define business definitions, metadata standards, use cases, and data quality requirements.
- Govern account master data and account lifecycle events across account opening, maintenance, transfers, servicing, restrictions, and closure.
- Manage brokerage, advisory, retirement, custodied, and direct business account datasets.
- Support ownership, registration, entitlement, beneficiary, and authorization data requirements.
- Partner with Brokerage, Advisory, Operations, Service, Compliance, Risk, Legal, and Data Governance stakeholders.
- Ensure alignment across account, participant, advisor, and security data domains.
- Support ACAT transfers, account restrictions, supervisory controls, audits, examinations, and governance reviews.
- Maintain Data Product Charters, Data Product Canvases, data requirement documentation, and user stories.
- Maintain data catalogs, business glossaries, lineage documentation, source-to-target mappings, and attribute definitions.
- Develop and report product KPIs, data quality metrics, and product health dashboards.
- Ensure compliance with regulatory, retention, privacy, and access-control requirements.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
