Product Owner - Client Data & Analytics

Wellington Management•Boston, MA

3d•$120,000 - $225,000•Hybrid

About The Position

The Product Owner, Client Data & Analytics, is accountable for the vision, roadmap, prioritization, and measurable outcomes of trusted, governed, and reusable Client Platform data. The role supports improved measurement, analytics, reporting, and self-service capabilities by translating Client Platform strategy and its 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 makes explicit decisions about what to deliver, when, and why. The role partners with business stakeholders and technology delivery teams, while technology partners remain accountable for how solutions are designed, built, supported, and sustained. The Product Owner is also accountable for evaluating product performance after launch and making evidence-based improvements. The role evaluates workflows for opportunities to simplify, standardize, redesign, automate, or improve through appropriate technology, data, automation, and AI. It applies product judgment within agreed strategy, boundaries, governance, and decision rights, balancing user value, feasibility, risk, controls, data readiness, cost, and long-term maintainability. The position is based at 280 Congress. Employees work from offices 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, with 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 an initial direction, test assumptions, and adjust based on evidence.
Ability to make transparent trade-offs, defend product decisions constructively, 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 the 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 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, translating them into scalable horizontal capabilities while avoiding unnecessary duplication.
Establish product objectives, success measures, and decision principles that make priorities and trade-offs transparent.
Translate business priorities into a sequenced roadmap, owning backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
Consider cross-product, platform, data, and operating-model implications and 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 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; build alignment across Product Owners in the Client, Infrastructure, and Investment Platforms.
Drive adoption, stakeholder engagement, and realization of business value, maintaining cross-product handoffs and avoiding duplication of capabilities owned elsewhere.
Own and maintain a healthy, prioritized, sufficiently refined backlog that translates strategy and discovery into 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 as constraints or new information emerge.
Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with 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 fit-for-purpose technology, data, automation, and AI.
Use available AI tools to prototype, test, and refine workflow improvements, engaging technology subject-matter experts when scale, controls, or deeper expertise are needed.
Compare solution options based on expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and maintainability.
Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
Within the assigned scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
Keep affected stakeholders informed about what is changing, when, why it matters, and required readiness or adoption actions; coordinate launch readiness with appropriate owners.
Resolve product overlap using established boundaries and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.

Benefits

Retirement plan
Health and wellbeing benefits
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