Own the vision, strategy, and roadmap for Advisor SOR capabilities and integrations across the advisor platform
Collaborate with business, data, and technology stakeholders to ensure alignment on goals, requirements, and governance principles
Serve as liaison to Commonwealth and future M&A integration teams for metadata documentation, data quality, and lineage validation
Write and manage epics, stories, and acceptance criteria in Jira, ensuring traceability between business and technical requirements
Define and maintain data governance standards, including quality rules, scorecards, and SOR documentation in Confluence
Oversee data profiling, lineage analysis, and validation to ensure integrity across source and target systems
Lead and mentor team members in agile practices, sprint planning, and continuous improvement
Monitor and communicate project progress, risks, and dependencies, driving resolution and stakeholder transparency
Advocate for customer-centric, data-driven decision-making and continuous improvement of data quality and usability

Bachelor’s degree in related field (advanced degree preferred)
7+ years in data-centric product ownership, data management, or governance roles within financial services or fintech
5+ years experience with SQL, data modeling (star/snowflake), and data governance tools
5+ years experience translating complex data concepts into business value and vice versa

AVP, Product Owner, Advisor Data

Key skills