Wealth Management - Client and Account Data Product Manager - Vice President
On-site · Newark, Delaware, United States
Job Summary
VP Wealth Management Client and Account Data Product Manager leads product development for the Party and Account Data Domain, drives data quality, and integrates analytics to address business and client needs. Collaborates with operations, advisors, and business stakeholders to deliver robust data solutions, supports agile transformation, and drives continuous improvement throughout Wealth Management. Responsibilities include executing the product vision and strategy, gathering requirements, managing the product backlog, writing clear user stories with acceptance criteria, designing reusable data capabilities and microservices, conducting data quality assessments, and monitoring data-related risks to ensure policy compliance. Skills emphasized include Agile/Scrum, data governance and modeling, data quality improvement, cross-functional collaboration, microservices, analytics platforms, and tools such as Alteryx and MS Visio.
Required Qualifications
- 5+ years of experience in product management, data analysis, or related roles within financial services or technology
- Solid understanding of Agile (Scrum) methodologies and backlog management
- Experience in data governance, data modeling, and data quality improvement
- Strong collaboration and relationship-building skills with business, technical, and data stakeholders
- Familiarity with microservices architecture and analytics platforms
- Proficiency in data analysis, process mapping, and use of analytical tools (e.g., Alteryx, MS Visio)
- Demonstrated ability to manage projects, solve problems, and support change initiatives
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