Data Product Owner – Wealth Management Advisor Data Location: New York, NY or Fort Mill, SC Work Arrangement: Hybrid Position Type: Contract Schedule: Monday–Friday, Standard Business Hours Position Overview We 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 Responsibilities
Product Ownership and Delivery
Own 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 Data
Lead 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 integrations
Define 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 Documentation
Perform hands-on, field-level analysis of source systems, vendor feeds, schemas, and downstream data.
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 Architecture
Define 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 Management
Partner 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 Controls
Embed 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 Qualifications
8+ 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 lineage
Strong stakeholder-management and cross-functional coordination skills.
Ability to work independently with minimal supervision and take ownership of outcomes.
Preferred Qualifications
Previous 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 Skills
Wealth Management
Advisor and Producer Data
Data Product Ownership
Business Analysis
Requirements Gathering
Jira User Stories
Hands-On Data Analysis
Data Quality and Reconciliation
Reference Data
CRM and Advisor Workstations
Licensing and Registration Data
Compensation Data
Book-of-Business Data
Kafka and Event Streaming
APIs and Batch Integrations
Data Governance and Lineage
Agile Delivery
Stakeholder Engagement
Additional Requirements
Candidates 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.
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