Product Owner - Client Data & Analytics

The Product Owner, Client Data & Analytics, is responsible for shaping product vision and driving a measurable roadmap for trusted, governed, reusable Client Platform data. The role leads discovery, prioritization, and delivery decisions to support improved measurement, analytics, reporting, and self-service.

Product Responsibilities

• Define and evolve product vision and an outcome-oriented roadmap aligned to Client Platform strategy and the target operating model.
• Partner with Wealth and Institutional Product Owners to identify shared and differentiated workflows, data needs, analytical use cases, and operating requirements, translating them into scalable horizontal data and analytics capabilities while balancing standardization, reusability, and platform value.
• Establish product objectives, success measures, and decision principles that make priorities and trade-offs clear.
• Translate business priorities into a sequenced roadmap focused on measurable business outcomes.
• Own backlog ordering, sequencing, and capacity allocation decisions within the assigned scope.
• Assess cross-product, platform, data, and operating-model implications when setting priorities and coordinate decisions that affect shared capabilities, journeys, or enterprise platforms.
• Make decisions to proceed, defer, reshape, or decline requests, including the evidence and trade-offs behind those decisions.
• Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
• Serve as the primary product representative for business stakeholders and technology delivery teams.
• Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
• Drive adoption, stakeholder engagement, and realization of business value.
• Maintain explicit cross-product handoffs and prevent duplication of capabilities owned elsewhere.
• Maintain a healthy, prioritized, and sufficiently refined product backlog that converts strategy and discovery findings into clear, well-scoped work ahead of planning.

Delivery and Continuous Improvement

• Lead product decision-making and participate in backlog refinement, release planning, and relevant delivery ceremonies with engineering, design, and delivery leads.
• Act as the primary product decision-maker during delivery by responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade-offs as constraints or new information emerge.
• Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with appropriate owners to resolve or escalate them.
• Remain accountable after launch by evaluating product performance, identifying adoption barriers, and using evidence to inform prioritized improvements.

Workflow, Data, Governance, and AI

• Evaluate workflows for opportunities to simplify, standardize, redesign, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI capabilities.
• Act as a self-sufficient builder with AI by using available tools to prototype, test, and refine workflow improvements, engaging technology SMEs when solutions require scale, controls, or deeper technical expertise.
• Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
• Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
• Exercise independent product judgment within agreed strategy, product boundaries, governance, and decision rights.

Acceptance, Launch Readiness, and Stakeholder Visibility

• Within assigned product scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
• Ensure stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
• Coordinate with appropriate owners to address launch readiness and adoption needs, connect work across functions, and remain accountable for product outcomes without assuming ownership for every downstream activity.
• Use the stated product boundary to resolve overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.

Required Experience and Qualifications

• 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
• Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
• Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption.
• Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
• Working knowledge of technology, data, automation, and AI capabilities, with judgment to select and apply them appropriately in a regulated environment.
• Demonstrated experience relevant to CRM data strategy, KPI frameworks, and data-product portfolio management.
• Demonstrated experience relevant to data governance, definitions, lineage, provenance, and controls.
• Demonstrated experience relevant to data acquisition, integration, harmonization, and monitoring.
• Demonstrated experience relevant to data quality, reconciliation, observability, and issue management.
• Bachelor's degree required.

Technologies

• AI

Salary and Location

• Location: Boston, MA (onsite)
• Salary range: USD 85,000 - 175,000 per year

Benefits

• Salary, variable compensation, and benefits
• Discretionary Corporate Bonus and/or Incentives (if eligible)
• Retirement plan
• Health and wellbeing, dental coverage, vision coverage
• Pharmacy coverage
• Health savings account
• Flexible spending accounts and commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Flexible work environment: employees work from offices 4 days per week with flexibility to work remotely 1 day per week

What Success Looks Like

• Product direction, boundaries, decision rights, priorities, and trade-offs are clear and aligned with Client Platform strategy and the target operating model.
• Delivery teams have clear, refined work, timely product decisions, and early visibility into risks and dependencies, supporting predictable delivery and limited avoidable rework.
• Workflow improvements apply process change, technology, data, automation, and AI where they provide meaningful value and can be implemented and governed responsibly.