Client Data Management Team Lead

Cantor Fitzgerald • Jacksonville, FL

2d

About The Position

The Client Data Management Team Lead plays a crucial role in overseeing the daily operations of client static data services. This position combines leadership, hands-on data management, and process ownership. The Team Lead is responsible for guiding a team of analysts, ensuring data integrity, and driving operational excellence through process improvements and automation.

Requirements

• Proven experience in client static data management or similar roles in financial services.
• Experience leading or mentoring analysts, demonstrating strong leadership skills.
• In-depth understanding of data governance, controls, and operational risk management.
• Ability to drive process improvement and automation initiatives successfully.
• Skilled in defining and utilizing operational metrics for performance management.
• Strong analytical and problem-solving abilities, with a practical approach to data management.
• Excellent communication skills for effective stakeholder management and collaboration.
• A proactive and results-driven mindset, with a focus on continuous improvement.

Nice To Haves

• Knowledge of regulatory requirements (e.g., GDPR, CCPA)
• Proficiency in using internal trading systems, Microsoft Office, and FIS Account Platform.

Responsibilities

• Lead and mentor a team of Client Data Analysts, providing daily guidance and support.
• Act as an escalation point for complex data-related issues, ensuring timely resolution.
• Onboard, train, and develop team members to maintain high standards and knowledge.
• Perform and oversee client entity and account data setup, maintenance, and validation.
• Review critical client data changes for accuracy and compliance before implementation.
• Ensure timely delivery of client onboarding and data change requests, maintaining quality.
• Own and continuously improve client data management processes, identifying risks and inefficiencies.
• Drive automation initiatives in partnership with IT and Operations for efficient processing.
• Define and track key operational metrics to identify trends and performance issues.
• Support management with insights on team performance, risks, and capacity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees