Specialist, Data Governance (Data Product Manager - Wealth Management)

About the Role

Key Responsibilities

• Serve as the data product owner for balances, positions, and tax lots, ensuring data is fit-for-purpose, well-documented, and governed across its lifecycle.
• Define and maintain metadata, lineage, and quality standards for assigned data domains using enterprise tools such as Collibra and Snowflake.
• Build and maintain data management artifacts (e.g., data dictionaries, lineage diagrams, quality rules, stewardship assignments) in alignment with the enterprise data strategy and governance frameworks.
• Collaborate with data stewards, engineers, and business stakeholders to prioritize enhancements, resolve data quality issues, and align on product roadmaps.
• Lead the development and execution of data governance frameworks, policies, and controls in alignment with enterprise data strategy.
• Represent Wealth Management in enterprise data governance forums and contribute to the evolution of federated data governance models.
• Partner with compliance, risk, and legal teams to ensure data usage adheres to regulatory and privacy requirements.
• Drive adoption of data products by evangelizing their value and ensuring they are discoverable, accessible, and well-supported.

Requirements

• 10+ years of experience in data governance, data product management, or data strategy roles within financial services, preferably wealth management.
• Deep understanding of investment data structures, particularly balances, positions, and tax lots.
• Proven experience with data governance tools (e.g., Collibra), cloud data platforms (e.g., Snowflake), and data cataloging practices.
• Strong knowledge of data quality management, metadata standards, and regulatory data compliance (e.g., SEC, FINRA).
• Excellent communication and stakeholder management skills, with the ability to influence across business and technology teams.
• Bachelor's or Master's degree in Information Systems, Finance, Data Science, or a related field.

Nice to Have

• Experience working in a federated data governance model.
• Familiarity with Agile product management methodologies.
• Certification in data governance or data management (e.g., DCAM, CDMP).

Qualifications

• Bachelor's or Master's degree in Information Systems, Finance, Data Science, or a related field.

Benefits & Perks

• Salary range of $114,700 - 194,900 USD.
• Comprehensive benefits package including retirement benefits (401k and pension).
• Health and welfare benefits (medical, dental, vision, spending accounts, disability).
• Paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.