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Job Description

Own the direction and execution of wealth management capital markets data products in an onsite role in New York.

Responsibilities

  • Partner with business stakeholders to define key metrics, KPIs, and data requirements for wealth management and capital markets use cases.
  • Convert complex datasets into clear, business-ready insights and recommendations to support decision-making.
  • Maintain data accuracy, consistency, and governance across platforms through strong data definitions and reconciliation practices.
  • Lead deep-dive analyses to identify trends, risks, and opportunities across securities positions, transactions, reference data, and downstream consumers.
  • Collaborate with business and technology teams to evaluate downstream impact of data changes, including data rationalization and source-of-truth decisions.

Requirements

  • 8+ years of experience as a Data Product Owner / Program Lead with demonstrated ownership of data products and program outcomes.
  • SQL proficiency and strong ability to use analytics tools to analyze, validate, and support data-driven decisions.
  • Proven experience in financial services and wealth management, including expertise in stock plans and financial data.
  • Knowledge of data modeling, data architecture, and data governance, including reconciliation and data definition management.
  • Ability to work across multiple business and technology teams, with strong communication and collaboration skills.

Technology

  • SQL

Benefits

  • Medical and Prescription Drug Plans
  • Dental Plan
  • Vision Plan
  • Health Savings Account
  • Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Supplemental Life Insurance
  • Short Term and Long Term Disability Insurance
  • Business Travel Insurance
  • 401(k), Plus Match
  • Weekly Pay

Location: New York, NY (onsite)

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