Data Product Owner (Financial Services/Wealth Management)
Accounting & Finance, Product
Richardson, TX, USA
Posted on Jul 30, 2026
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
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.
- 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.
- Perform hands-on, field-level analysis of source systems, vendor feeds, schemas, and downstream data.
- Investigate data-quality issues, missing values, conflicting records, duplicates, and integration failures.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
- 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.