Wealth Management - Client and Account Data Product Manager - Vice President
Wealth Management - Client and Account Data Product Manager - Vice President
Posted 3 days ago
SENIORITY
Lead
About the role
- Support the execution of the product vision and strategy for the Party and Account Data Domain
- Collaborate with data consumers, business stakeholders, and technology teams to gather requirements and address challenges
- Manage and refine the product backlog, ensuring alignment with business priorities and agile best practices
- Write clear user stories, define acceptance criteria, and track progress on development tasks and issues
- Assist in the design and implementation of reusable data capabilities and micro-services across Wealth Management
- Conduct data quality assessments, support improvement initiatives, and facilitate integration with analytics platforms
- Monitor and report on data-related risks, ensuring compliance with firm-wide policies and standards
- Required Qualifications, Capabilities, and Skills 5+ years of experience in product management, data analysis, or related roles within financial services or technology
- Solid understanding of Agile (Scrum) methodologies and backlog management
- Experience in data governance, data modeling, and data quality improvement
- Strong collaboration and relationship-building skills with business, technical, and data stakeholders
- Familiarity with microservices architecture and analytics platforms
- Proficiency in data analysis, process mapping, and use of analytical tools (e.g., Alteryx, MS Visio)
- Demonstrated ability to manage projects, solve problems, and support change initiatives
- Preferred Qualifications, Capabilities, and Skills
- Experience in wealth management or related financial services
- Knowledge of Client or Account data domains and industry-specific data challenges
- Ability to prepare and present information to management and cross-functional teams
- Strong written and verbal communication skills
- Ability to manage multiple tasks and priorities in a dynamic environment
- Experience working both independently and collaboratively within teams
- Analytical mindset with the ability to break down and solve complex problems
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
