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Client Reference Data - Product Associate
Technology / Software Development
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.