Product Owner - Client Data & Analytics

Wellington Management • Boston, MA

1d • Hybrid

About The Position

The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data that supports measurement, analytics, reporting, and self-service capabilities. The role translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity. The Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and decides what should be delivered, when, and why. Technology partners are accountable for designing, building, supporting, and sustaining solutions.

The Product Owner works with business stakeholders, technology delivery teams, and other Product Owners to align shared and distinct needs, create scalable horizontal data and analytics capabilities, drive adoption, and prevent duplication across products. The role owns backlog ordering and product decisions within its scope, participates in delivery planning and ceremonies, manages dependencies and risks, and remains accountable for evaluating product performance and prioritizing improvements after launch.

The position also evaluates workflows for simplification, standardization, redesign, automation, and fit-for-purpose technology, data, and AI. It uses available tools to prototype and refine workflow improvements, while engaging technology subject-matter experts when scale, controls, or deeper technical expertise are needed. Solution choices should account for value, user impact, feasibility, risk, controls, data readiness, cost, and maintainability. The Product Owner operates within agreed product boundaries, governance, and decision rights, and coordinates with relevant owners on launch readiness and adoption.

Requirements

• 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
• Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
• Demonstrated ability to lead product discovery, translate user and business needs into priorities, and move initiatives from problem definition through delivery and measurable adoption.
• Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
• Working knowledge of technology, data, automation, and AI capabilities, and judgment to select and apply them appropriately in a regulated environment.
• Relevant experience with CRM data strategy, KPI frameworks, and data-product portfolio management.
• Relevant experience with data governance, definitions, lineage, provenance, and controls.
• Relevant experience with data acquisition, integration, harmonization, and monitoring.
• Relevant experience with data quality, reconciliation, observability, and issue management.
• Strong product judgment and outcome orientation, including distinguishing user problems from requested solutions and stakeholder input from product priority.
• Comfort with ambiguity and ability to propose a practical initial direction, test assumptions, and adjust based on evidence.
• Ability to make transparent trade-offs, constructively defend product decisions, and influence senior and cross-functional stakeholders.
• Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post-launch evaluation.
• Strong partnership with engineering and design, with sufficient technical, data, and workflow understanding to make informed scope decisions.
• Ability to build alignment through clear problem framing, evidence, transparent trade-offs, and timely decisions across senior and cross-functional stakeholders.
• Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
• Ability to operate across product boundaries while maintaining clear accountability for this product’s outcomes and avoiding duplicate ownership.
• Bachelor's degree required.

Nice To Haves

• Advanced degree and/or relevant professional qualification preferred.

Responsibilities

• Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
• Partner with Wealth and Institutional Product Owners to identify shared and distinct workflows, data needs, analytical use cases, and operating requirements.
• Translate business needs into scalable horizontal data and analytics capabilities, balancing standardization, reusability, and platform value while avoiding unnecessary duplication.
• Establish product objectives, success measures, and decision principles; make priorities and trade-offs transparent.
• Translate business priorities into a sequenced roadmap focused on measurable business outcomes.
• Own backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
• Consider cross-product, platform, data, and operating-model implications when setting priorities, and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
• Decide whether to proceed with, defer, reshape, or decline requests, and explain the evidence and trade-offs behind those decisions.
• Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
• Represent the product to business stakeholders and technology delivery teams, building alignment across Product Owners in Client, Infrastructure, and Investment Platforms.
• Drive adoption, stakeholder engagement, and realization of business value; maintain cross-product handoffs and prevent duplication of capabilities owned elsewhere.
• Own and maintain a healthy, prioritized, sufficiently refined backlog that translates strategy and discovery into clear, well-scoped work ahead of planning.
• Lead product decision-making and participate in backlog refinement, release planning, and relevant delivery ceremonies with engineering, design, and delivery leads.
• Make timely product decisions during delivery, clarify requirements, and make scope and sequencing trade-offs as constraints or new information emerge.
• Surface dependencies, delivery risks, data constraints, and operating-model impacts early, and work with the appropriate owners to resolve or escalate them.
• Evaluate product performance after launch, identify adoption barriers, and translate evidence into product decisions and prioritized improvements.
• Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work using fit-for-purpose technology, data, automation, and AI.
• Use available tools to prototype, test, and refine workflow improvements, engaging technology subject-matter experts when scale, controls, or deeper technical expertise are required.
• Compare solution options based on expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
• Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
• Exercise product judgment within agreed strategy, product boundaries, governance, and decision rights; order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
• Give affected stakeholders visibility into what is changing, when, why it matters, and what readiness or adoption actions are needed; coordinate with owners on launch readiness and adoption.
• Connect work across functions while remaining accountable for product outcomes, and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.

Benefits

• Salary and variable compensation; discretionary Corporate Bonus and/or Incentives if eligible.
• Comprehensive benefits package, including retirement plan; health and wellbeing coverage; dental, vision, and pharmacy coverage; health savings account; flexible spending accounts; commuter program; employee assistance program; life and disability insurance; adoption assistance; back-up childcare; tuition/CFA reimbursement; and paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time.
• Flexible work environment, with work from the office four days a week and flexibility to work remotely one day a week.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior