Wealth Management - Data Owner - Senior Associate

Join a collaborative team focused on ensuring data effectively supports business operations, business objectives, and advanced analytics. Partner with technology and business teams to define data requirements, maintain data quality, and address data risks across the organization.

Job Summary

As a Data Owner Senior Associate in Wealth Management, you will play a crucial role in developing and implementing procedures that ensure data supports business operations, business objectives, and advanced analytics. You will collaborate with technology and business teams to define data requirements, describe data, maintain data quality, and address data risks. By leveraging your expertise, you will help advance data initiatives that enhance decision-making and operational efficiency across the organization. Your contributions will be vital in fostering a data-focused culture that supports the company's growth and innovation.

Job Responsibilities

• Develop and implement operational procedures for delivering data to support business operations, business objectives, and advanced analytics
• Leverage subject matter expertise and internal partnerships to define and document metadata and classifiers, ensuring understanding and effective use across business functions
• Own, maintain, and develop a data-product backlog that enables development to support the overall roadmap and value proposition
• Define and document data requirements of key stakeholders to ensure understanding of data and its use across business and functions
• Support the implementation of data governance, data products, data publishing standards, and risk management processes under senior leadership guidance
• Execute processes to identify, monitor, and mitigate data risks throughout the data lifecycle, including protection, retention, storage, use, and quality
• Partner with technology and business resources to ensure data sourcing, content, and quality meet established requirements
• Collaborate with teams to investigate root causes of data issues and provide recommendations for remediation
• Mentor and support junior staff in their professional development, contributing to a culture of continuous learning and improvement

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Data Science, Computer Science, Information Systems, Data Analytics, or a related field, or equivalent professional experience in data management, data governance, or a related field
• 3 or more years of experience in data management, data governance, risk management/analytics, or a related field
• Demonstrate a strong understanding of data management principles, data governance frameworks, and data lifecycle management, including data protection, data quality, and data classification
• Demonstrate experience defining and documenting data requirements, metadata, and classifiers
• Collaborate effectively with technology and business teams to ensure data quality and compliance with standards
• Demonstrate strong analytical and problem-solving skills with the ability to identify and address data issues
• Communicate effectively and convey data concepts to both technical and non-technical stakeholders
• Demonstrate intermediate proficiency with the Microsoft Office suite

Preferred Qualifications, Capabilities, and Skills

• Experience with AI tools and agentic solutions
• Experience with BI tools, such as Alteryx or Tableau, to effectively communicate data insights
• Familiarity with data governance tools and platforms
• Experience with cloud-based data platforms and technologies, such as AWS, Azure, or Google Cloud