VP, WAMS Data Strategy
About The Position
The Vice President of Wealth Advisory Managed Solutions (WAMS) Data Strategy will define and execute a holistic data strategy to enable scalable growth, operational efficiency, and commercial outcomes across WAMS. This leader will own development of the strategy and roadmap for WAMS data across our product and technology ecosystems, inclusive of investment, customer, and product/platform data. This leader will play a critical role in enabling the organization to effectively manage and harness our data across domains, reducing fragmentation and promoting operational excellence for data owned within WAMS. The role combines strategic vision with hands-on leadership to influence partners and drive execution. Develop and own WAMS data strategy aligned with business objectives, defining our near-, medium-, and long-term priorities and roadmap to enable scalable growth, client experience, and commercial outcomes. Define roadmap and lead organizational change management to optimize in-house data processes required to effectively run and grow the business for our investment, product, and distribution teams. Champion standards and accountability for business data governance and stewardship across WAMS products and technology ecosystems, leveraging established BU and Enterprise standards. Partner with analytics and commercialization teams to effectively harness our investment, client, and product for commercial and business insights. Lead data inventory, licensing, and quality processes, establishing standards and accountability across domains. Influence senior stakeholders to secure alignment and resources for strategic initiatives.
Requirements
- 15+ years in data strategy, governance, or analytics leadership roles.
- Proven experience in data management, data-driven decision-making and insights.
- Strong understanding of investment, client, and platform data domains.
- Strong investment acumen and experience in financial services or investment management.
- Ability to balance strategic vision with operational execution discipline.
- Exceptional stakeholder management and influencing skills.
- Track record of driving cross-functional data initiatives in complex organizations.
- Collaborative leadership and ability to influence execution by partners.
- Change management and organizational alignment skills.
Nice To Haves
- Familiarity with regulatory compliance and data privacy standards, preferred.
Responsibilities
- Develop and own WAMS data strategy aligned with business objectives, defining our near-, medium-, and long-term priorities and roadmap to enable scalable growth, client experience, and commercial outcomes.
- Define roadmap and lead organizational change management to optimize in-house data processes required to effectively run and grow the business for our investment, product, and distribution teams.
- Champion standards and accountability for business data governance and stewardship across WAMS products and technology ecosystems, leveraging established BU and Enterprise standards.
- Partner with analytics and commercialization teams to effectively harness our investment, client, and product for commercial and business insights.
- Lead data inventory, licensing, and quality processes, establishing standards and accountability across domains.
- Influence senior stakeholders to secure alignment and resources for strategic initiatives.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
