Data Product Owner with Wealth Management
Summary
The Data Product Owner will manage advisor-related data for wealth management, including CRM integration, compensation structures, and organizational hierarchies. The role requires a techno-functional expert to analyze data and translate business needs into technical solutions.
Role Summary We are seeking a highly independent Techno Functional Data Product Owner to lead Advisor Data for Wealth Management. This role spans advisor and producer profile data, licensing and registration, book of business and household/relationship mapping, compensation and grid data, organizational/branch hierarchy, and advisor workstation and CRM data integration. The role requires strong hands-on data analysis, deep understanding of wealth business processes, and the ability to translate…