Senior Data Product Owner

THE ROLE: We are seeking an experienced Senior Data Product Owner to join a strategic wealth management transformation initiative. In this role, you will serve as the critical link between business stakeholders and technology teams, driving the vision, roadmap, and delivery of enterprise data products that support advisor platforms, investment operations, client analytics, reporting, and wealth management business functions. This position is ideal for a product leader who combines strong data product ownership experience with deep knowledge of wealth management, investment advisory services, asset management, or related financial services domains. You will partner closely with business executives, advisors, operations leaders, data architects, engineers, analytics teams, and product stakeholders to deliver scalable, high-impact data solutions that improve decision-making, operational efficiency, and client outcomes.

WHAT YOU'LL DO: Own the end-to-end lifecycle of enterprise data products, from ideation and requirements gathering through delivery, adoption, and continuous enhancement Partner with wealth management, investment, operations, compliance, and business stakeholders to identify, prioritize, and refine product requirements Define product vision, strategic roadmaps, business value propositions, and success metrics for data-driven initiatives Translate business objectives into epics, features, user stories, and acceptance criteria for Agile delivery teams Manage and prioritize product backlogs based on business value, regulatory requirements, stakeholder needs, and strategic objectives Collaborate with data engineering, architecture, analytics, governance, and reporting teams to deliver scalable data products and platforms Drive requirements for enterprise reporting, dashboards, data marts, analytical products, and data management initiatives Ensure data products align with governance standards, data quality expectations, compliance requirements, and business processes Facilitate sprint planning, backlog grooming, user acceptance testing, release planning, and stakeholder demonstrations Serve as the primary liaison between business stakeholders and technical teams throughout the product lifecycle Measure product adoption, performance, and business impact using KPIs, analytics, and stakeholder feedback Champion continuous improvement initiatives that enhance data accessibility, usability, and business valueWHAT YOU BRINGMust Haves7–10+ years of experience as a Product Owner, Data Product Owner, Business Product Owner, or similar product leadership role Experience delivering enterprise data, analytics, business intelligence, reporting, or data platform initiatives Strong understanding of Agile/Scrum methodologies, product ownership practices, and product delivery frameworks Proven experience writing user stories, managing product backlogs, and defining acceptance criteria Ability to effectively partner with both business stakeholders and technical delivery teams Strong communication, facilitation, stakeholder management, and requirements-gathering skills Experience translating complex business requirements into scalable technical solutions Domain expertise in one or more of the following areas: Wealth Management, Wealth Advisory, Registered Investment Advisory (RIA), Asset Management, Investment Management, Brokerage Services, Financial Planning, Retirement Services, Capital Markets, Investment Operations Good to Have Experience supporting advisor platforms, client reporting, portfolio management systems, or investment analytics solutions Knowledge of investment products including equities, fixed income, mutual funds, ETFs, alternatives, and managed accounts Familiarity with client onboarding, advisor workflows, portfolio construction, trading platforms, and performance reporting processes Experience with data governance, metadata management, master data management, and data quality initiatives Knowledge of cloud-based data platforms and modern data architecture patterns Experience operating within highly regulated financial services environments Hands-on exposure to technologies such as Snowflake, Databricks, Azure, AWS, SQL, and enterprise data warehousing solutions Experience with reporting and visualization tools including Power BI, Tableau, or comparable BI platforms Familiarity with Jira, Confluence, and Agile product management toolsets Understanding of data modeling concepts and enterprise data governance frameworksWHY YOU'LL LIKE IT HEREDrive strategic data transformation initiatives within one of the industry's leading wealth management environments Partner with business leaders, advisors, investment teams, and technology organizations to build impactful data products Influence the future of data-driven decision-making across wealth management, advisory, and investment operations functions Work alongside industry-leading consultants, architects, engineers, and analytics professionals Employee-first culture focused on innovation, growth, collaboration, and continuous learning Opportunities to advance into senior product leadership, strategy, and client-facing leadership rolesEQUAL OPPORTUNITYWe are an equal opportunity employer and celebrate diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating an inclusive environment for all employees.