Wealth Management Data Platforms Financials – Vice President

This role is responsible for defining and executing the strategy, governance, and business oversight of Wealth Management financial data to ensure accuracy, accessibility, security, and regulatory compliance while enhancing client and business outcomes. Serving as the Product Owner for the Wealth Management Middle Office, the firm's horizontal financial data platform, this leader will drive the product roadmap, prioritize strategic initiatives, and govern the delivery of the platform's book of work.

The role is accountable for evaluating and managing stakeholder demands, balancing business priorities, regulatory requirements, and organizational impact to optimize platform value and adoption. Reporting to the WM Data Platforms organization, this leader will partner closely with technology teams responsible for data infrastructure, architecture, and engineering to align business objectives with technology capabilities. The role will champion enterprise data governance, data quality, and operational excellence while enabling consistent, trusted, and scalable financial data across Wealth Management.

• Define and execute the strategic vision and roadmap for Wealth Management financial data platforms
• Act as Product Owner for the WM Middle Office financial data platform, overseeing prioritization, funding alignment, and delivery of business initiatives.
• Establish and enforce data governance standards, controls, and policies to ensure data quality, integrity, security, and regulatory compliance.
• Partner with technology, operations, finance, and business stakeholders to align platform capabilities with evolving business needs.