Client Reference Data - Product Associate

You are a strategic thinker passionate about driving solutions in Client Data Product Management. You have found the right team.

As a Data Product Manager within our dynamic team, you will be responsible for scaling the CDM (client data management) data product, strengthening operating models, and driving operational excellence through data-driven execution.

Job Responsibilities

• Drive product development for the CDM data product with cross-functional, cross-domain partners.
• Collaborate with stakeholders to deliver impactful, scalable data product solutions.
• Design cross-product operating models to strengthen execution, governance, and scalability.
• Implement operating model changes in partnership with operational teams to improve delivery rigor.
• Optimize processes and controls to enable consistent product execution and operational excellence.
• Analyze large datasets to extract actionable insights and surface business opportunities.
• Communicate insights clearly to align teams, accelerate decisions, and drive outcomes.
• Engage diverse user groups to understand needs and deliver measurable user value.
• Manage professional relationships with a client-service mindset and product excellence focus.
• Support the full SDLC using agile/scrum practices while adapting to shifting priorities.
• Shape product strategy through structured problem-solving, clarity of execution, and strong organization.

Required qualifications, capabilities and skills

• Demonstrate strong ownership, initiative, attention to detail, and structured execution.
• Bring at least 5+ years of financial services experience, including 2+ years in asset & wealth management.
• Proven product development experience and success delivering outcomes across functions/domains.
• Apply experience partnering with operational teams to build and implement operating models.
• Operate effectively within SDLC environments, with hands-on agile/scrum delivery experience.
• Exhibit high data literacy with the ability to process and analyze large datasets.
• Leverage data analysis/visualization tools (e.g., Alteryx, Python, Tableau) as applicable.
• Uphold strong data governance orientation (e.g., MDM) when working with critical client data.
• Communicate clearly in writing and verbally across varied stakeholder groups.
• Build trusted relationships and manage professional touchpoints across diverse users.

Preferred qualifications, capabilities and skills

• Hold an advanced degree in Business, Finance, or a related field.
• Bring experience with cloud-based data platforms and modern data architectures.
• Demonstrate experience scaling data products within large organizations.
• Apply UI/UX research or design exposure to shape intuitive, high-impact product experiences.
• Show familiarity with workflow/digital ecosystem concepts and/or distribution/CRM platforms.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.