Product Owner

Data Product OwnerWe are seeking an experienced Data Product Owner to lead enterprise advisor-data initiatives within a Wealth Management organization. This highly visible role will own data requirements and delivery across advisor profiles, licensing and registration, compensation, book-of-business relationships, organizational hierarchies, CRM platforms, and advisor workstations. The ideal candidate brings a strong combination of Wealth Management expertise, hands-on data analysis, business analysis, and Agile product ownership. This person must be comfortable working independently, identifying data issues at the field level, and translating complex business needs into implementation-ready requirements for engineering teams.Key ResponsibilitiesProduct Ownership and DeliveryOwn advisor data requirements, priorities, and delivery outcomes from discovery through implementation.Lead requirements gathering, analysis, documentation, backlog refinement, and sprint-readiness activities.Translate business needs into epics, features, acceptance criteria, and detailed Jira user stories.Identify risks, dependencies, data conflicts, and gaps across multiple advisor-data systems.Ensure delivered data products meet business, regulatory, quality, lineage, and timeliness requirements.Wealth Management Advisor DataLead data requirements involving: advisor and producer profiles licensing and registration continuing education compensation and grid data book of business household and relationship mapping branch, region, and organizational hierarchies CRM and advisor workstation integrationsDefine identifier-mapping requirements for producer IDs, representative IDs, CRD numbers, branches, and regions.Establish source-of-record priorities, survivorship rules, deduplication logic, and exception-handling processes.Develop reusable advisor-data products for CRM, compensation, compliance, reporting, and workstation consumers.Data Analysis and DocumentationPerform hands-on, field-level analysis of source systems, vendor feeds, schemas, and downstream data.Investigate data-quality issues, missing values, conflicting records, duplicates, and integration failures.Produce business requirements, data-intake documentation, attribute definitions, lineage diagrams, and nonfunctional requirements.Define data-quality rules, controls, monitoring requirements, and service-level expectations.Partner with Data Governance teams to establish ownership, metadata, standards, and authoritative sources.Integrations and Data ArchitectureDefine integration requirements using event streaming, APIs, batch processes, and file-based delivery.Collaborate with engineering teams on Kafka topics, schemas, versioning, replay, retention, and change management.Define canonical data contracts, code sets, validation rules, and survivorship standards.Ensure advisor-data solutions are scalable, reusable, and aligned with enterprise architecture standards.Stakeholder ManagementPartner with advisory and sales leadership, Compliance, Compensation, Operations, Risk, Vendor Management, Data Governance, and Engineering.Facilitate discussions regarding data sourcing, business usage, controls, and regulatory requirements.Document decisions, assumptions, dependencies, and unresolved issues.Communicate complex data concepts clearly to technical and nontechnical stakeholders.Governance, Risk, and ControlsEmbed lineage, metadata, auditability, and traceability throughout advisor-data processes.Support regulatory recordkeeping and controls related to licensing, onboarding, transfers, compensation, and advisor-data changes.Partner with Compliance teams on access, entitlements, licensing restrictions, and sensitive-data handling.Use AI responsibly to improve requirements and identify data-quality patterns while protecting regulated information.Required Qualifications8+ years of experience in Financial Services, with strong preference for Wealth Management.10–15 years of total professional experience.Deep understanding of advisor or producer data, including licensing, registration, compensation, organizational hierarchies, and book-of-business information.Familiarity with Wealth Management advisor workstations, CRM platforms, and their underlying data requirements.Strong techno-functional experience spanning business processes, data, and technology.Hands-on experience performing field-level data analysis, validation, reconciliation, and quality investigation.Strong Business Analysis and requirements-gathering experience.Proven ability to create clear, detailed, and implementation-ready Jira stories.Experience serving as a Product Owner for Agile data or technology teams.Working knowledge of: event streaming and Kafka REST APIs batch and file integrations data schemas data-quality controls metadata and lineageStrong stakeholder-management and cross-functional coordination skills.Ability to work independently with minimal supervision and take ownership of outcomes.Preferred QualificationsPrevious experience with a large bank, brokerage firm, investment-management company, or other major financial institution.Experience with advisor reference data or master-data-management initiatives.Knowledge of compliance, licensing, compensation, or regulatory-surveillance systems.Experience developing canonical data models and data contracts.Familiarity with AI-assisted analysis or data-quality use cases.Core SkillsWealth Management Advisor and Producer DataData Product OwnershipBusiness AnalysisRequirements GatheringJira User StoriesHands-On Data AnalysisData Quality and ReconciliationReference DataCRM and Advisor WorkstationsLicensing and RegistrationData CompensationData Book-of-BusinessKafka and Event StreamingAPIs and Batch IntegrationsData Governance and LineageAgile DeliveryStakeholder EngagementAdditional RequirementsCandidates must be able to work on a hybrid schedule in New York City or Fort Mill, South Carolina.Successful completion of all required pre-employment background screening is required.Candidates must be legally authorized to work in the United States without current or future employer sponsorship. Visa sponsorship is not available for this position.