Drive the design, development, and delivery of data-driven solutions for Wealth Management to enhance client experience, portfolio performance insights, compliance, and advisor effectiveness.
Requirements
- Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools.
- Experience with cloud data platforms (e.g., AWS).
- Knowledge of data governance, privacy, and financial compliance (e.g., SEC, FINRA, GDPR).
- Coding of SQL , data modeling experience.
Responsibilities
- Define and own the product vision and roadmap for WM Data Products (e.g., client 360, investment analytics, advisor dashboards, financial planning tools).
- Translate business requirements into user stories with clear acceptance criteria.
- Prioritize and manage product backlogs in line with business goals and regulatory requirements.
- Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
- Define data contracts and data quality requirements for Wealth Management use cases.
- Ensure alignment of data products with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules).
- Monitor product performance and adoption; refine features based on feedback and usage data.
Other
- 10+ years of experience as a Product Owner or Product Manager, with at least 3-5 years in Wealth Management.
- Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
- Proven track record of working in Agile environments (Scrum, SAFe).
- Collaborate with cross-functional teams including Wealth Management advisors, data engineers, UX designers, and compliance.
- Act as the voice of the customer (internal advisors, end-clients, compliance teams) throughout the product lifecycle.
- Conduct regular product reviews and demos with stakeholders.
- Manage expectations and communicate progress, risks, and dependencies transparently.
