Senior Client Data Platform Product Owner

What is the Opportunity?

As Senior Client Data Platform Product Owner, you will report directly to the Director of WealthX and play a critical role in driving the strategic vision and execution of our client data platform. This position is essential to WealthX’s success, serving as the central hub for client data management and enabling teams across the organization to effectively integrate with and leverage client data in their applications and workflows. You will own the client data roadmap, drive cross-functional collaboration, and ensure seamless integration of client data across the enterprise.

What will you do?

• Own and drive the client data roadmap – Define the strategic direction and prioritization of the client data platform to meet evolving business needs

• Lead cross-functional collaboration – Partner with teams across the organization to understand how they can best utilize client data and integrate with the platform

• Play a key leadership role in the Account Onboarding project, ensuring alignment with broader client data platform strategy

• Collaborate with engineering to prioritize, scope, and size work for each release, ensuring realistic timelines and high-quality execution

• Champion the adoption of the client data platform across the organization and ensure smooth integration with other systems and workflows

What do you need to succeed?

• Must-have:

  • 2+ years of product management experience
  • Domain expertise in Master Data Management (MDM)
  • Experience with client onboarding data
  • Experience working with real-time data integrations
  • Strong leadership and cross-functional collaboration skills
  • Ability to translate business requirements into technical specifications

• Nice to have:

  • Experience in financial services or wealth management
  • Knowledge of data governance and quality standards
  • Familiarity with API frameworks and integration patterns
  • Experience managing stakeholders across multiple teams

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leverage and manage opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options