Wealth Management - Product Owner for Investments Data - Vice President

Join our dynamic team and make a meaningful impact by delivering high-quality, AI-ready data-products that resonate with clients. You enjoy shaping the future of data-product innovation as a core leader, guiding value for customers, successful launches, and expectations.

Job Summary

As a Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will lead the end-to-end lifecycle of data products that support business objectives and customer needs across Wealth Management. Partnering with business, data, and technology teams, you will define product vision, manage product roadmaps, and deliver high-quality, AI-ready data products that are scalable, resilient, and aligned with governance standards. You will gather stakeholder feedback, prioritize opportunities, and measure product success through key performance indicators including data quality, adoption, reliability, and business value. This role offers the opportunity to shape innovative data products that support decision-making and enhance the firm's data capabilities.

Job responsibilities

• Develop a data-product strategy that delivers value to customers

• Develop a product vision that delivers value to customers

• Manage discovery efforts and feedback to uncover customer solutions

• Integrate customer solutions into the data-product roadmap

• Own and maintain a data-product backlog

• Develop a data-product backlog that enables development to support the overall roadmap and value proposition

• Build the framework for the product’s key success metrics

• Track data quality, usage, cost, feature and functionality, reliability, scalability and AI-readiness

• Develop data products that are AI-ready by ensuring quality metadata and taxonomy

• Guide the buildout of a rich semantic and context layer for Agentic AI to discover and use data-products

• Manage the data-lifecycle and governance of data-products including data classification, data usage, data retention, data lineage, data quality and controls

Required qualifications, capabilities, and skills

• Demonstrate 5 years of experience or equivalent expertise in data-product management or a relevant domain area

• Apply advanced knowledge of the data-product development life cycle

• Apply advanced knowledge of design

• Apply advanced knowledge of data analytics

• Apply advanced knowledge of data-governance

• Lead data-product life cycle activities including discovery

• Lead ideation and strategic development

• Define requirements

• Manage value

• Use AI tools to define requirements, shape design, and harvest and create metadata

• Create Data Quality rules

Preferred qualifications, capabilities, and skills

• Demonstrate prior experience working in a highly matrixed, complex organization

• Apply wealth management domain expertise across the client/advisor model, accounts, brokerage, trusts, managed accounts, portfolios/holdings, transactions, performance, fees, risk/suitability, tax considerations, and reporting expectations

• Apply data contracts and consumer-centric delivery including APIs/SQL/feeds, versioning, deprecations, and backward compatibility

• Apply metadata/semantics literacy including glossary/definitions, conformed entities, metric governance, and lineage comprehension

• Apply AI literacy for data products including RAG concepts, grounding, entitlements-aware retrieval, evaluation, and using AI to accelerate documentation and issue triage

• Use hands-on data and analytics fluency including SQL basics, KPI design, experimentation/measurement, understanding of data models and entity relationships, and basics of graph-databases

• Apply a data quality and control mindset, Agile delivery and execution, and risk/privacy awareness

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.