Chief Data Officer

Janney•Philadelphia, PA

2d•Hybrid

About The Position

The Chief Data Officer will define and execute the firm’s enterprise data strategy, affirming data as a practical actionable asset to drive advisor productivity, client outcomes, and business growth. Reporting to the Chief Operating Officer, this leader partners closely across business and support areas and owns the firm’s data agenda, including priority use cases, data platforms, and governance. This person ensures data capabilities translate into measurable business impact and treats data as a business asset with clear ownership, accountability, and value to the firm. The CDO oversees data governance, engineering, and analytics to deliver a unified view of client and business data.

Requirements

Bachelor’s degree in technology, data, or business; advanced degree preferred
15+ years of experience in data, analytics, or technology within financial services
Wealth management experience preferred, other financial services experience will be considered
Proven ability to build and scale business-focused data capabilities
Experience with enterprise data warehouses and modern data tools and platforms (e.g., Power BI, Tableau, Snowflake, etc.)
Strong understanding of governance, architecture, and analytics ecosystems
Experience rationalizing tools and establishing standards
Experience driving adoption in a decentralized or advisor-led environment
Familiarity with regulatory and compliance considerations
Experience partnering with FP&A and technology teams on report and system implementation
Demonstrated ability to deliver measurable outcomes
Prior people management experience, including recruitment and retention of top data talent

Responsibilities

Defines and owns the firm’s data agenda, including priority data initiatives and use cases
Aligns data strategy and investments to business priorities, including recruiting, organic growth, and scalability
Ensures data investments have measurable outcomes and clear returns on investment
Establishes a unified view of core data domains (e.g., clients, households, accounts, positions) across platforms
Prioritizes high-impact use cases that drive adoption and business value
Establishes ownership, standards, and definitions for core data domains
Defines data ownership across business and technology teams, ensuring accountability for definitions, quality and usage
Implements a clear data operating model, outlining how and when teams engage the data organization
Serves as central coordination point for enterprise data efforts, including vendor platform implementations, software development projects, analytics initiatives, and data requests
Ensures data quality, integrity, and accessibility across key systems
Implements governance that improves consistency while enabling speed of delivery
Drives adoption of governance tools and processes (e.g., catalog, lineage, stewardship)
Ensures compliance with regulatory requirements and manages data-related risks
Oversees and enhances the firm’s data stores (e.g., warehouse) as core repositories for enterprise data
Ensures integration across systems such as CRM, custody, planning, and operational data stores
Drives modular API-first strategy that reduces data sprawl across systems
Partners with technology teams to embed data in applications and workflows
Improves data flows to reduce fragmentation and manual processes
Establishes front-to-back standards for industry-leading data, reporting, and analytics tools
Rationalizes and streamlines business intelligence and analytics platforms to reduce fragmentation
Drives convergence toward a focused set of tools with clear use cases and minimal overlap
Ensures consistent definitions and reporting logic across the organization
Partners with FP&A to deliver dashboards supporting financial and business decision-making
Delivers actionable insights to improve advisor productivity and client engagement
Develops reporting that is trusted, usable, and aligned with business needs
Embeds data and insights into advisor and business workflows
Supports client segmentation, personalization, and book analytics
Drives adoption and holds business partners accountable for usage
Owns business outcomes and value realization for data initiatives
Defines success metrics and tracks impact on business performance
Allocates resources to highest-priority initiatives
Builds and develops high-performing data and analytics teams with deep business expertise
Increases data literacy across organization through practical enablement
Oversees sourcing, integration, and effective management of external data
Manages relationships with external vendors and data providers