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, reusable Client Platform data that enables better 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 how solutions are designed, built, supported, and sustained. The role defines product strategy and priorities; aligns with other Product Owners and stakeholders; owns backlog ordering and refinement; makes product decisions throughout delivery; and remains accountable for evaluating performance, adoption, and post-launch improvements. It also evaluates opportunities to simplify, standardize, redesign, automate, or support workflows using fit-for-purpose technology, data, automation, and AI. The Product Owner weighs value, user impact, feasibility, risk, controls, data readiness, cost, and maintainability, while applying shared ownership rules and operating within agreed product boundaries and governance. The position is based at 280 Congress. Employees work from the office four days a week, with flexibility to work remotely one day a week.

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 clear 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.
Demonstrated experience relevant to CRM data strategy, KPI frameworks, and data-product portfolio management.
Demonstrated experience relevant to data governance, definitions, lineage, provenance, and controls.
Demonstrated experience relevant to data acquisition, integration, harmonization, and monitoring.
Demonstrated experience relevant to 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, supported by 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 preserving 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.

Responsibilities

Define and evolve an outcome-oriented product vision and 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 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, and translate business priorities into a sequenced roadmap focused on measurable outcomes.
Own backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
Consider cross-product, platform, data, and operating-model implications; coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
Decide whether requests should proceed, be deferred, reshaped, or declined, and explain the evidence and trade-offs behind 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, build alignment across Product Owners in Client, Infrastructure, and Investment Platforms, and drive adoption and business value.
Maintain explicit cross-product handoffs and prevent duplication of capabilities owned elsewhere.
Maintain a healthy, prioritized, and 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 delivery decisions, clarify requirements, and make scope and sequencing trade-offs when constraints or new information arise.
Surface dependencies, delivery risks, data constraints, and operating-model impacts early, and work with 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 through technology, data, automation, and AI.
Use available AI tools to prototype, test, and refine workflow improvements, engaging technology specialists when scale, controls, or deeper technical expertise are needed.
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 independent product judgment within agreed strategy, product boundaries, governance, and decision rights; recommend roadmap changes, make delivery-level trade-offs, and accept or reject delivered work against agreed criteria.
Provide affected stakeholders with useful visibility into what is changing, when and why it is changing, and what readiness or adoption actions are needed.
Coordinate launch readiness and adoption needs with appropriate owners, connect work across functions, and remain accountable for product outcomes without assuming ownership of every downstream activity.
Use product boundaries to resolve overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.

Benefits

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
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Potential discretionary Corporate Bonus and/or incentives, if eligible