Wealth Management - Product Owner for Investments Data - Vice President
About The Position
As a Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will lead the end-to-end lifecycle of data products that support business objectives and customer needs across Wealth Management. Partnering with business, data, and technology teams, you will define product vision, manage product roadmaps, and deliver high-quality, AI-ready data products that are scalable, resilient, and aligned with governance standards. You will gather stakeholder feedback, prioritize opportunities, and measure product success through key performance indicators including data quality, adoption, reliability, and business value. This role offers the opportunity to shape innovative data products that support decision-making and enhance the firm's data capabilities.
Requirements
- Demonstrate 5 years of experience or equivalent expertise in data-product management or a relevant domain area
- Apply advanced knowledge of the data-product development life cycle
- Apply advanced knowledge of design
- Apply advanced knowledge of data analytics
- Apply advanced knowledge of data-governance
- Lead data-product life cycle activities including discovery
- Lead ideation and strategic development
- Define requirements
- Manage value
- Use AI tools to define requirements, shape design, and harvest and create metadata
- Create Data Quality rules
Nice To Haves
- Demonstrate prior experience working in a highly matrixed, complex organization
- Apply wealth management domain expertise across the client/advisor model, accounts, brokerage, trusts, managed accounts, portfolios/holdings, transactions, performance, fees, risk/suitability, tax considerations, and reporting expectations
- Apply data contracts and consumer-centric delivery including APIs/SQL/feeds, versioning, deprecations, and backward compatibility
- Apply metadata/semantics literacy including glossary/definitions, conformed entities, metric governance, and lineage comprehension
- Apply AI literacy for data products including RAG concepts, grounding, entitlements-aware retrieval, evaluation, and using AI to accelerate documentation and issue triage
- Use hands-on data and analytics fluency including SQL basics, KPI design, experimentation/measurement, understanding of data models and entity relationships, and basics of graph-databases
- Apply a data quality and control mindset, Agile delivery and execution, and risk/privacy awareness
Responsibilities
- Develop a data-product strategy that delivers value to customers
- Develop a product vision that delivers value to customers
- Manage discovery efforts and feedback to uncover customer solutions
- Integrate customer solutions into the data-product roadmap
- Own and maintain a data-product backlog
- Develop a data-product backlog that enables development to support the overall roadmap and value proposition
- Build the framework for the product’s key success metrics
- Track data quality, usage, cost, feature and functionality, reliability, scalability and AI-readiness
- Develop data products that are AI-ready by ensuring quality metadata and taxonomy
- Guide the buildout of a rich semantic and context layer for Agentic AI to discover and use data-products
- Manage the data-lifecycle and governance of data-products including data classification, data usage, data retention, data lineage, data quality and controls
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
