Advisor Data Product Owner Wealth Management

Role Overview
We are looking for a Techno-Functional Data Product Owner with strong Wealth Management and Advisor Data experience. The candidate will own Advisor Data requirements end-to-end, perform hands-on data analysis, manage Agile delivery, and work closely with business, compliance, compensation, operations, and technology teams.
Mandatory Skills
7 10+ years of experience in Financial Services, preferably Wealth Management
Strong experience with Advisor / Producer Data
Hands-on Data Analysis, Data Mapping, Data Validation, and Data Quality
Knowledge of Advisor/Producer Profiles, Licensing & Registration, CRD/FINRA, Book of Business, Compensation/Grid, Branch/Organization Hierarchy
Experience with Source of Record (SOR), Golden Copy, MDM, Survivorship, Data Lineage, and Data Governance
Strong Techno-Functional Product Owner experience
Ability to create BRDs, data intake documents, requirements, NFRs, and implementation-ready Jira stories
Strong Agile, Jira, Backlog Management, Epics, Features, and User Stories experience
Working knowledge of APIs, Kafka/Event Streaming, Batch/File integrations, schemas, and data contracts
Strong stakeholder management across Wealth/Advisory, Compliance, Compensation, Operations, Risk, and Engineering
Ability to work independently and own deliverables end-to-end
Preferred
Experience with Advisor Workstations and CRM integrations
Experience using AI for requirements or data-quality analysis