Data Product Owner with Wealth Management Experience

Data Product Owner with Wealth Management Experience

Job Poster : Burgeon IT Services

Skills:All the skills mentioned in JD. | Location: United States Of America

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Position: Data Product Owner with Wealth Management Experience

Location: NYC or Fort Mill, SC Hybrid

Duration: Long Term Contract

Role Summary:

We are seeking a highly independent, self-driven Techno Functional Data Product Owner to lead client onboarding data requirements within Wealth Management. This role focuses on participant and investor data (e.g., name, address, SSN, tax identifiers) and requires strong hands-on data analysis, a solid understanding of business processes, and the ability to translate requirements into implementation-ready technical deliverables with minimal supervision.

The role owns outcomes end to end and partners closely with business, compliance, and engineering teams to deliver secure, high-quality onboarding data products.

Key Responsibilities

Techno Functional Ownership & Independence

Own onboarding data requirements end to end with minimal oversight

Drive requirement discovery, analysis, documentation, and backlog readiness independently

Proactively identify risks, gaps, and dependencies

Own delivery outcomes, not just documentation

Requirement Elicitation & Stakeholder Collaboration

Partner with business, compliance, operations, and capability teams to gather onboarding requirements

Lead discussions on what participant data is collected, how it is captured, and why it is required

Document and validate requirements, assumptions, and decisions

Data Analysis & Documentation

Analyze source systems, data contracts, Kafka topics, APIs, and files

Identify gaps, overlaps, and reuse opportunities

Produce and maintain onboarding data artifacts, including BRDs, attribute grids, Kafka/API expectations, and data flow documentation

Partner with Data Governance and SOR teams to validate sources, lineage, ownership, and PII classification

Jira, Backlog & Agile Delivery

Act as Product Owner for Agile delivery squads

Decompose requirements into epics, features, and technical Jira stories with clear acceptance criteria

Define data inputs/outputs, Kafka or API behavior, schema expectations, and data quality rules

Own backlog prioritization, refinement, and sprint readiness

Deliver implementation-ready Jira artifacts enabling engineering teams to build with minimal clarification

Kafka, API & Integration Ownership

Define onboarding data delivery patterns using Kafka and REST or async APIs

Partner with architecture and platform teams on topic strategy, schemas, retention, replay, and API contracts

Ensure integrations are scalable, reusable, and aligned with enterprise data standards

Governance, Risk & Compliance Alignment

Ensure compliance with KYC, AML, privacy, and regulatory requirements

Embed data quality, metadata, lineage, and security controls

Support auditability and traceability of onboarding data flows

Data Contracts & Documentation

Own data contracts, including canonical definitions, schema design, conditional logic, and versioning

Maintain accurate BRDs and Data Intake documentation

PII, Privacy & Governance

Ensure secure handling of PII in line with regulatory and privacy standards

Apply best practices in data classification, masking, access control, and auditability

AI Usage & Enablement

Use AI tools responsibly to improve requirement quality and data analysis

Apply sound judgment when working with regulated and sensitive data

Required Skills & Experience

8+ years of Financial Services experience, preferably in Wealth Management onboarding

Proven techno-functional background bridging business, data, and technology

Strong hands-on data analysis at field and attribute levels

Ability to write clear, technical, implementation-ready Jira stories

Strong understanding of PII and regulatory requirements

Self-starter capable of operating independently