Advisor Data Product Owner Wealth Management NYC, NY or Fort Mill, SC_hybrid only on w2
Openkyber
Advisor Data Product Owner Wealth Management Location: NYC, NY or Fort Mill, SC
Work Model: Hybrid | Travel Required
Duration: 12 months plus
Experience: 7 10+ years relevant experience
Please share your updated resume with me at View email address on us.fitly.work
Role Overview
We are looking for a Techno-Functional Data Product Owner with strong Wealth Management and Advisor Data experience. The candidate will own Advisor Data requirements end-to-end, perform hands-on data analysis, manage Agile delivery, and work closely with business, compliance, compensation, operations, and technology teams.
Mandatory Skills
- 7 10+ years of experience in Financial Services, preferably Wealth Management
- Strong experience with Advisor / Producer Data
- Hands-on Data Analysis, Data Mapping, Data Validation, and Data Quality
- Knowledge of Advisor/Producer Profiles, Licensing & Registration, CRD/FINRA, Book of Business, Compensation/Grid, Branch/Organization Hierarchy
- Experience with Source of Record (SOR), Golden Copy, MDM, Survivorship, Data Lineage, and Data Governance
- Strong Techno-Functional Product Owner experience
- Ability to create BRDs, data intake documents, requirements, NFRs, and implementation-ready Jira stories
- Strong Agile, Jira, Backlog Management, Epics, Features, and User Stories experience
- Working knowledge of APIs, Kafka/Event Streaming, Batch/File integrations, schemas, and data contracts
- Strong stakeholder management across Wealth/Advisory, Compliance, Compensation, Operations, Risk, and Engineering
- Ability to work independently and own deliverables end-to-end
Preferred
- Experience with Advisor Workstations and CRM integrations
- Experience using AI for requirements or data-quality analysis
For applications and inquiries, contact:View email address on us.fitly.work
Vacancy posted 1 day ago
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