About The Position

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO’s mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; ensure the highest level of availability for WM’s critical business processes; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. Within CDO, the WM Divisional Data Office manages Data Quality related issues, prioritizes key processes with data quality dependencies, identifies Critical Data Elements (CDEs) underpinning prioritized processes, and applies controls to ensure CDEs meet data quality standards. The Data Quality Office operates through three integrated pillars: 1) Execution & Technology Capabilities, 2) Standards & Continuous Improvement, 3) Monitoring & Maintenance—collectively enabling transparent, policy-compliant, and continuously improving data quality outcomes.

Requirements

  • 5 – 10 years of experience in financial services and/or multi-national company
  • Bachelor’s degree in Business Administration or related field
  • Demonstrable experience in data governance, data quality management, or data risk within a large financial services organization
  • Strong understanding of data quality frameworks, governance controls, KPIs, and regulatory expectations
  • Experience translating firmwide data policies into divisional standards, procedures, and operating models
  • Proven ability to engage effectively across first, second, and third lines of defense
  • Strong stakeholder management skills, including engagement with senior technology, audit, and business leaders
  • Analytical capability to interpret metrics, identify risk themes, and drive continuous improvement
  • Excellent written and verbal communication skills, with experience producing governance materials for senior audiences

Nice To Haves

  • Experience with data catalog system (e.g. Collibra)
  • Experience supporting internal or regulatory audits related to data governance or data quality
  • Familiarity with data lineage, metadata management, and data quality tooling
  • Exposure to enterprise data transformation or integration initiatives
  • Experience leveraging automation or AI to enhance governance, reporting, or control processes

Responsibilities

  • Define, deliver, and maintain the WM Data Categorization and Prioritization methodology through the Inventory process
  • Establish and evolve the WM Data Quality Governance Framework, including procedures, standards, playbooks, and supporting documentation, ensuring alignment with firmwide data policies
  • Drive policy compliance across WM through active engagement with IT System Owners (ITSOs) and Business Data Deliverable Owners
  • Provide ITSO and Deliverable Owner training and engagement to improve adoption of data quality standards and governance expectations
  • Liaise with the Firmwide Data Office, Data Governance Office, Audit, and other control partners
  • Assist with oversight of Project Cortex monitoring and reporting to provide transparency on data quality execution and risks
  • Define, track, and report data deliverable KPIs, execution risk indicators, and governance metrics to senior stakeholders
  • Drive operational efficiency initiatives focused on process improvement, resourcing optimization, workflow simplification, and stakeholder communications
  • Embed continuous improvement disciplines across governance processes, incorporating lessons learned from monitoring, audit outcomes, and issue management
  • Support innovation initiatives, including the application of AI and automation to governance, reporting, and continuous improvement activities

Benefits

  • Comprehensive employee benefits and perks
  • Opportunity to move about the business for those who show passion and grit in their work
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