Senior Principal Data Consultant

Job Title:

AVP – Senior Principal Data Consultant (Asset & Wealth Management)

Key

Skills:

BNY Vault, Asset & Wealth Management

Location:

New York, NY

We at Coforge are hiring experienced Senior Principal Consultant to serve as a strategic advisor for executive leadership at a leading Asset & Wealth Management firm. The consultant will help define the vision, operating model, and roadmap for a next‑generation enterprise data platform, leveraging industry best practices and competitive insights from market‑leading solutions such as BNY Vault. This role requires deep expertise in enterprise data platforms, wealth and asset management ecosystems, product strategy, and executive‑level consulting.

• Serve as a trusted advisor to business and technology executives on enterprise data strategy and transformation initiatives.
• Facilitate executive workshops to define vision, objectives, success metrics, and future‑state capabilities.
• Assess industry‑leading data platforms, including BNY Vault, and benchmark current‑state capabilities against best‑in‑class solutions.
• Conduct competitive analysis to identify capability gaps, strategic opportunities, and differentiators.
• Define target‑state enterprise data platform vision, operating model, governance framework, and service offerings.
• Evaluate existing data products, architecture, governance, and operating models.
• Develop actionable recommendations for organizational, process, and technology improvements.
• Create multi‑year strategic roadmaps and investment strategies aligned with business objectives.
• Advise on enterprise data monetization, governance, distribution, and analytics enablement strategies.
• Present executive‑level recommendations, business cases, and transformation roadmaps to C‑suite stakeholders.

• 12+ years of consulting, enterprise data strategy, business transformation, or product strategy experience within Financial Services.
• 7+ years of experience supporting Wealth Management, Asset Management, Custody, Asset Servicing, or Capital Markets organizations.
• Proven expertise in Enterprise Data Platforms, Data Products, and Data Operating Models.
• Strong experience in executive advisory, strategic consulting, and business transformation programs.
• Experience conducting market assessments, competitive benchmarking, and target‑state strategy development.
• Deep understanding of enterprise information services and data ecosystems within financial institutions.
• Strong stakeholder management and executive communication skills.
• Experience facilitating executive‑level workshops and strategic decision‑making sessions.
• Direct experience working with, evaluating, implementing, or advising organizations utilizing BNY Vault.
• Deep understanding of BNY Vault capabilities, operating model, value proposition, and market positioning.
• Knowledge of enterprise data aggregation, distribution, governance, servicing, and analytics enablement.
• Understanding of client onboarding, client servicing, and enterprise data utility platforms.

• MBA preferred.
• Master’s degree in business, Finance, Information Management, Data Science, or related discipline.
• Experience in enterprise platform strategy and product strategy engagements.
• Prior consulting experience advising large financial institutions.
• Knowledge of wealth management platforms, custody services, and asset servicing operations.
• Experience developing executive business cases, investment strategies, and transformation roadmaps.
• Understanding of modern data architectures, cloud platforms, and data product management practices.