Business Data Steward - US Wealth

About the Role

Key Responsibilities

• Establish and enforce data governance policies, standards, and procedures tailored to the U.S. Wealth Management business.
• Ensure data practices align with regulatory requirements (e.g., SEC, FINRA, GDPR, CCPA) and internal risk frameworks.
• Maintain data dictionaries, metadata, and lineage documentation for key wealth management data domains (e.g., client, account, product, transaction).
• Monitor and improve data quality across client onboarding, portfolio management, advisory services, and reporting.
• Lead root cause analysis and resolution of data integrity issues in partnership with operations, technology, and compliance teams.
• Define and track data quality KPIs and implement remediation plans as needed.
• Support the Wealth Management Foundational data strategy by aligning data assets with business priorities such as personalization, digital engagement, and advisor productivity.
• Identify opportunities to enhance data usability and accessibility for analytics, reporting, and AI-driven insights.
• Contribute to data platform modernization efforts, including cloud migration and data cataloging initiatives.
• Support the Business Insights and Analytics team to prioritize requests for data and reporting.
• Serve as a trusted advisor to business leaders, product managers, data engineers, and analytics teams.
• Facilitate alignment on data definitions, ownership, and stewardship responsibilities across front, middle, and back-office functions.
• Participate in data governance councils and working groups to drive enterprise-wide consistency.
• Design and deliver dashboards and reports to monitor data quality, usage, and compliance.
• Support internal audits, regulatory exams, and risk assessments with accurate and timely data documentation.
• Assist in the development and delivery of training programs to promote data literacy and stewardship across the Wealth Management organization.

Requirements

• 5-7 years of experience in data governance, data management, or related roles within financial services, preferably in wealth management or private banking.
• Strong understanding of wealth management products, client lifecycle, and regulatory landscape.
• Excellent SQL querying skills are required.
• Experience with data governance tools (e.g., Collibra, Informatica, Alation), data quality frameworks, data visualization tools, and data querying.
• Experience with Agile methodologies.
• Proven ability to influence and collaborate across business, technology, and compliance teams.
• Excellent analytical, communication, and problem-solving skills.
• Bachelor's degree in Finance, Business, Information Management, or related field; advanced degree or certifications (e.g., CDMP, CFA, FRM) a plus.

Nice to Have

• Experience with data platform modernization efforts, including cloud migration and data cataloging initiatives.
• Certifications such as CDMP, CFA, or FRM.

Qualifications

• Bachelor's degree in Finance, Business, Information Management, or related field
• Advanced degree or certifications (e.g., CDMP, CFA, FRM) a plus

Benefits & Perks

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses
• Additional perks and rewards