Securities Services - Client Data Exchange Product Development - Vice President

About the role

Join a team where your expertise and ideas will drive innovation and deliver meaningful outcomes for clients. This is an opportunity to lead at the intersection of data, technology, and client strategy in post-trade operations. As a Vice President, Instruction Capture Client Data Exchange Product Owner, you will play a pivotal role in transforming how client instructions are managed and delivered, working closely with a large-scale institutional client to lead the end-to-end product journey for a significant portfolio conversion.

Responsibilities

• Lead the joint book of work for a major institutional client's portfolio conversion, acting as the primary product contact.
• Build and maintain trusted relationships with client operational, technology, and middle office teams.
• Translate complex client requirements into actionable product deliverables and influence roadmap priorities.
• Own and drive the product vision and roadmap for Instruction Capture across multiple asset classes.
• Author scope documents and business requirements, ensuring accurate lifecycle event capture across formats (SWIFT, XML, FIX, CSV).
• Identify and implement product improvements to enhance straight-through processing and reduce manual intervention.
• Navigate and influence a complex matrix organization, aligning stakeholders toward shared outcomes.
• Lead cross-functional working groups and communicate product status, decisions, and risks to senior stakeholders.
• Negotiate prioritization across competing roadmaps and manage development, testing, and release cycles.
• Partner with the Chief Data & Analytics Office to integrate data strategy, governance, and AI capabilities.
• Apply AI-driven analytics to improve validation logic and enhance client data exchange intelligence.

Requirements

• Experience in product management or product ownership within financial services.
• Deep understanding of post-trade operations, including trade lifecycle, settlements, corporate actions, and asset servicing.
• Background in asset management or investment management operations, supporting middle office functions.
• Proven experience managing large-scale client onboarding or conversion engagements.
• Ability to navigate and influence complex matrix organizations through expertise and relationships.
• Strong data analysis skills and working knowledge of AI, machine learning, and data analytics in financial services.
• Proficiency in Microsoft Excel, Visio, PowerPoint, and JIRA.
• Understanding of software development life cycle in agile and waterfall methodologies.

Preferred Qualifications

• Experience in Instruction Capture with familiarity across SWIFT, FIX, XML, and CSV formats.
• Hands-on exposure to AI tools, data platforms, or intelligent automation in financial services.
• Experience with derivatives lifecycle management or expert systems for instruction capture.
• Prior collaboration with a Chief Data & Analytics Office or equivalent data governance function.
• Experience working in a diverse and inclusive environment.
• Additional professional certifications relevant to product management or data analytics.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.