Define target state data architecture and strategy for firm's wealth management products and platform. Partner closely with other lines of business and Global Technology leadership to make data available for product capabilities and features and analytics purposes. Define current state data architecture including detailed technical solution architecture to deliver business requirements for all operational data needs and analytics purposes including real-time dashboards, reports, and insights in alignment with target state. Maintain tech-debt for all wealth management products tied to data, data sources, and data processing pipelines. Conduct build versus buy vendor analysis, and provide recommendation for all data products considering the feasibility, outcomes, and value for the business and its clients. Actively represent firm's wealth management business line in Data Review Board (DRB) to review and align on data governance standards, such as lineage, ontology, meta data management, access mechanisms, discoverability, data formats, and availability. Lead innovation lab from technology to deliver innovative concepts for customer value and business outcomes. Define and deliver artificial intelligence (Al) and machine learning (ML) solutions, leveraging the power of GenAl to increase internal, advisor, and servicing teams productivity by partnering closely with business and product partners and other senior leaders within the firm.
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Job Type
Full-time
Career Level
Principal