Senior Manager, Client Data Permissions & Privacy Governance
$110,500–$130,000 year
RemoteUnited States
Job Summary
Own the Permissions & Privacy Framework by serving as the single business owner of client data permissions, defining role-based access principles, and evolving the governance model. Operationalize access and policy management by influencing design and managing workflows for provisioning, deprovisioning, temporary access, and advisor transitions. Govern ongoing permission decisions by acting as the central project manager for complex access requests and maintaining clear policy guidance. Build audit, monitoring, and risk controls to establish processes, reporting, and detection of inappropriate access. Drive cross-system alignment by partnering with Product and Technology teams to standardize permissions across all platforms. Enable the organization through training, guidance, and FAQs to ensure employees understand access policies. This role centralizes fragmented permission ownership to reduce risk and inefficiency while scaling the firm's client experience. Success measures include reduced unnecessary access, consistent access models, decreased manual decision-making, and improved audit readiness.
Required Qualifications
- Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment
- Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria
- Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions
- Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through
- Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information
- Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates
- Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders
- High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously
- Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- Ability to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period
Desired Qualifications
- Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services
- Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives
- Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment
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