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Senior Business Initiatives Lead

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Allspring Global Investments Holdings, LLC
Full Time position
Listed on 2026-09-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 165000 - 185000 USD Yearly USD 165000.00 185000.00 YEAR
Job Description & How to Apply Below

Overview

The Business Initiatives Lead – Investment Data Governance & Operations is a high-impact role at the center of Allspring’s investment data ecosystem. This role helps shape how investment data is sourced, governed, cleansed, validated, and delivered across the organization, enabling confident decision-making for investment, operations, risk, compliance, and client-facing teams.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s):
Milwaukee, WI

Responsibilities
  • Lead and manage the Investment Data Council, including agenda development, decision framing, stakeholder alignment, follow‑up discipline, and clear documentation of outcomes.

  • Partner with business, investment, operations, technology, risk, compliance, and data governance stakeholders to prioritize enterprise data issues and drive timely resolution.

  • Oversee governance practices for critical investment data domains, including securities, issuers, benchmarks, pricing, valuation, reference data, and related investment attributes.

  • Define and strengthen data quality standards, validation rules, controls, exception management practices, escalation pathways, and governance procedures.

  • Provide strategic oversight of data sourcing, validation, processing, and distribution across internal platforms, external vendors, and downstream consumers.

  • Identify, evaluate, and support onboarding of new pricing, valuation, reference, and benchmark data sources in partnership with market data, vendor management, technology and business users.

  • Identify opportunities to simplify, automate, reduce cost, and strengthen data operations processes using tools such as SQL, Python, Power Apps, Excel, and workflow solutions.

  • Translate complex investment data topics into clear business cases, roadmaps, actionable recommendations, and measurable outcomes for executive and cross‑functional audiences.

Qualifications

Required Qualifications

  • Bachelor’s degree in Finance, Economics, Data Analytics, Information Systems, Business, or a related field.

  • 7+ years of relevant experience in investment data, investment operations, portfolio operations, data governance, reference data, market data, valuation, or a related investment services function.

  • In‑depth understanding of investment data concepts, including securities, issuers, benchmarks, pricing, valuation, reference data, and/or investment product data.

  • Demonstrated experience leading cross‑functional governance forums, working groups, councils, or senior stakeholder routines.

  • Strong executive presence with the ability to communicate clearly, facilitate decisions, and influence across business, investment, operations, technology, risk, and compliance teams.

  • Experience with data quality management, data cleansing, issue resolution, controls, documentation, and governance practices.

  • Strong analytical, problem‑solving and process improvement skills with the ability to diagnose root causes and drive sustainable solutions.

  • Proficiency with data management tools and software, such as Bloomberg, Excel, SQL, VBA, Python, Power Apps, or similar technologies.

  • Remain in stationary position for prolonged periods of time

  • Operate computer programs and software

  • Ability to communicate effectively with audiences in person and in electronic formats

  • Day‑to‑day contact with others (co‑workers and/or public)

  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

  • Experience with accounting, trading, or investment data platforms such as APX, CRD, Bloomberg, or related enterprise data platforms.

  • Familiarity with accounting and valuation considerations across multiple asset classes, including structured products…

Position Requirements
10+ Years work experience
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