Director - Data Product Owner /SME (IBOR) :
Location: Focused on 3 markets: (1) NY/NJ, (2) Charlotte/Fort Mill, (2) Austin Texas
Reports To: Head of Wealth Management
Experience: 8–10 years’ relevant experience (overall 12-15 years) Level: Director
About the role:
We are seeking a Senior Data Product Owner with deep expertise in Wealth Management or Asset Management to lead enterprise data modernization initiatives. The ideal candidate will have hands-on experience working with Investment Book of Record (IBOR), Accounting Book of Record (ABOR), Security Master, and capital markets data across top-tier financial institutions such as JP Morgan, Morgan Stanley, State Street, or BlackRock.
This role requires a strategic thinker who can bridge business, data, and technology teams to define the roadmap, drive delivery, and ensure the creation of high-quality, scalable, and integrated data products that power investment, advisory, and reporting functions.
Key Responsibilities:
Product Ownership: Own and define the vision, roadmap, and delivery of enterprise data products serving wealth and asset management domains.
•
Data Modernization: Lead initiatives modernizing data architectures (IBOR, ABOR, Client Master, Account Master, Security Master) on cloud-based platforms.
•
Capital Markets Data Expertise: Drive the ingestion and management of transaction feeds, position feeds, and custodian data to enable a unified and accurate data ecosystem.
•
Stakeholder Collaboration: Partner with business, technology, and operations teams to translate investment and operations needs into actionable data product requirements.
•
Roadmap & Prioritization: Manage product backlogs aligned with business priorities, emphasizing scalability, performance, and data quality.
•
Data Governance & Quality: Define and enforce standards for data ownership, lineage, and stewardship across investment and reference data domains.
•
Cloud & Architecture Leadership: Collaborate with architecture teams to implement cloud-native data solutions (e.g., Snowflake, AWS, Azure) and adopt modern design principles such as data mesh and data fabric.
•
Delivery Management: Ensure timely delivery of high-impact features using agile practices, coordinating across engineering, QA, and business teams.
•
Business Partnership: Serve as the domain SME supporting front, middle, and back-office functions including trading, portfolio management, accounting, and performance reporting.
Qualifications:
➢
10+ years of experience in Wealth Management or Asset Management, ideally with exposure to top-tier institutions (JP Morgan, Morgan Stanley, State Street, BlackRock, UBS, Bank of America, RBS, Nomura, etc. or the firms that service these domains like CapGem, TCS, Capco, Infosys, Cognizant, etc.).
➢
Strong understanding of capital markets data — transaction feeds, position feeds, custodian feeds, holdings, and pricing data.
➢
Deep knowledge of investment data domains: IBOR, ABOR, Security Master, Client Master, and Account Master.
➢
Proven experience delivering data modernization or cloud migration programs in financial services.
➢
Proficiency with data platforms and tools such as Snowflake, AWS, Azure Data Services, Informatica, or equivalent.
➢
Solid understanding of data governance, lineage, metadata, and reference data management frameworks (e.g., Collibra, Profisee).
➢
Excellent communication, analytical, and stakeholder management skills.
➢
Experience in Agile/Scaled Agile (SAFe) environments.
