Wealth Management - Product Owner for Investments Data - Vice President

Job description

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