Senior Product Owner, Foundational Data Products

Role Overview

• Owns foundational client data products end-to-end vision, setting the strategy, priorities, and success measures to ensure data is accurate, consistent, trusted, and fit for enterprise use across business processes and platforms
• Leads and develops a high-performing team, establishing clear accountability for data outcomes, coaching team members on complex data challenges, and fostering a culture of ownership, quality, and continuous improvement
• Serves as the primary data partner and advisor to the business on the most complex client data needs, translating business objectives into clear data requirements and ensuring data solutions enable timely, confident decision-making
• Drives alignment across cross-functional partners (technology, analytics, operations, risk, and business stakeholders), influencing decisions to ensure foundational data initiatives support broader business and data strategy goals
• Identifies and addresses systemic data risks, gaps, and inefficiencies, proactively driving process and control improvements that strengthen data quality, reduce redundancy, and improve scalability and reuse of client data
• Defines and governs data standards, processes, and controls for the creation, consumption, and lifecycle management of foundational client data, ensuring consistent adoption and adherence across the organization
• Ensures data products are scalable and sustainable, balancing current business needs with future growth, modernization efforts, and evolving enterprise data practices
• Acts as the single point of accountability for foundational client data outcomes, providing transparency into data health, issues, and remediation progress, and making informed trade-off decisions when constraints arise

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 8+ years of total relevant work experience
• Certified Product Owner or equivalent and demonstrable experience working in Agile environments (Scrum/Kanban)
• Advanced data domain knowledge: data lineage, metadata management, data quality frameworks, and master data management (MDM)
• Comprehensive working knowledge of investment products specifically within the retail and retirement plan space (e.g., Brokerage accounts, IRAs, ETFs, 401(k), 403(b), defined contribution, defined benefit plans), with demonstrated ability to inform requirements and business decisions
• Strong knowledge of relational database models and advanced SQL skills for data extraction, profiling, and review
• Proven experience with end-to-end data flows, dependencies, and translating data design into business outcomes
• Advanced project management skills and experience leading complex, cross-functional data initiatives
• Excellent written and verbal communication; ability to present technical concepts to business and senior leadership
• Proven ability to coordinate and collaborate across matrixed teams and stakeholders
• Self-directed, results-oriented, and able to manage multiple high-priority, sensitive projects simultaneously
• Strong organization, planning, prioritization, and process-improvement orientation
• Experience with MS Office (advanced Excel, PowerPoint); familiarity with collaboration tools (Jira, Confluence, Teams)
• Experience creating, organizing, and executing comprehensive test plans for data pipelines and data products (including test cases, acceptance criteria, data validation, regression testing, and automated test coverage) to ensure data integrity and delivery quality
• Experience defining and tracking data governance KPIs and using metrics to drive remediation
• Experience mentoring or developing junior staff and leading capability-building efforts

Tech Stack

• SQL

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits