Senior Data Product Owner — Trusted Master Data

Kestra•Austin, TX

124d

About The Position

Kestra Financial is seeking a senior, governance-minded Data Product Owner to lead delivery of the Trusted Master Data initiative. The initiative establishes a golden source of record for the Account, Product Classification, Advisor, and Client domains across the enterprise. Reporting to the Manager of the Data Product Management Team, this role owns the mastered data backlog end-to-end and is accountable for the operational success of the Master Data Management platform that supports downstream data products, analytics, and advisor-facing applications. The role combines data engineering, business governance, and organizational change. It involves delivering an MDM platform on Profisee while guiding business leaders into accountable Data Owner roles and preparing operational teams to serve as trained Data Stewards. Success is measured by technical delivery—including match-and-merge precision, survivorship correctness, and on-time domain rollouts—and by the maturity of the governance practice. The position partners with the Product Manager and stakeholders on a multi-year roadmap, translates mastering requirements into epics and stories, leads governance activities, and coordinates platform delivery and domain releases. It works across engineering, stewardship, data quality, source-system, analytics, product, security, compliance, finance, operations, and external partner teams.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field; equivalent work experience will be considered.
At least 5 years of experience as a Product Owner, Product Manager, or senior Business Analyst delivering MDM, data governance, or master data programs in an Agile environment.
At least 3 years of direct hands-on experience with a major MDM platform; Profisee is strongly preferred, while Informatica, Reltio, Ataccama, or Stibo are also considered.
Deep Master Data Management domain knowledge, including the distinction between operational data, mastered data, and curated data products.
Experience with MDM configuration, including match and merge rules, survivorship logic, trust framework design, search rules, and stewardship workflows.
Strong working knowledge of Lakehouse medallion architecture and how mastered domains publish into ODS and Lakehouse layers for downstream analytics.
Demonstrated experience leading data governance setup, including Data Council operations, Data Owner and Steward role design, KDE definition, and business glossary management.
Strong stakeholder management and change management skills, including the ability to guide business leaders toward data accountability and operational teams toward data stewardship.
Excellent communication skills across executive, engineering, and business audiences, including the ability to explain MDM value, match-and-merge tradeoffs, and governance matters.
Ability to navigate governance ambiguity and source-system politics while maintaining delivery focus and stakeholder confidence.
Well-versed in Agile practices, including Scrum ceremonies, backlog hygiene, sprint planning, and retrospectives.
Ability to write or validate SQL queries for source profiling, match-and-merge testing, data reconciliation, and data quality validation.
Proficiency in JIRA, Confluence, or equivalent backlog management and collaboration tools.

Nice To Haves

Familiarity with financial services data domains such as Account, Advisor, Client, and Product.
Experience in financial services or wealth management environments.
Familiarity with regulatory reporting requirements in financial services, including SEC, FINRA, and FATCA.

Responsibilities

Own the Trusted Master Data backlog across the Account, Product Classification, Advisor, and Client domains, including Profisee implementation, governance and stewardship setup, MDM data protection and tokenization, and stewardship training and readiness.
Partner with the Product Manager and business stakeholders to maintain a multi-year, dependency-aware roadmap aligned with downstream consumption needs across Lakehouse, Performance Analytics, Advisor Compensation, and Regulatory data products.
Translate domain mastering requirements into epics and stories covering match-and-merge rules, search rules, stewardship workflows, survivorship and trust frameworks, Initial Data Load waves, ODS and Lakehouse publication, and production rollout phases.
Lead governance processes, including Data Council facilitation, Key Data Element definition workshops, business glossary development, and stewardship cadence design; establish named Data Owners and trained Data Stewards.
Manage Profisee MDM platform delivery with Kestra engineering, including match, merge, and survivorship configuration, search rules, stewardship UI enablement, and integrations with downstream consumers through the ODS and Lakehouse medallion architecture.
Represent business stakeholders in sprint ceremonies and ensure stories meet the Definition of Ready and Definition of Done, with attention to data quality thresholds, lineage documentation, PII handling, and entitlement validation.
Facilitate cross-functional refinement with data engineers, data stewards, data quality engineers, delivery teams, source-system owners, and downstream consumers.
Support release coordination, production cutover, parallel-run validation, and stakeholder communications for each mastered domain rollout.
Maintain a dependency register for upstream sources and downstream consumers, including named owners, due dates, and mitigation plans; proactively escalate risks to the Product Manager.