Data Architecture Consultant - Senior; Data Governance Consultant Records Retention

Pay rate range - $70/hr. to $75/hr hybrid – 4 days in office per week

The Data Governance – Records Management Consultant is responsible for supporting the design, execution, and oversight of the organization's Records Retention Program. This role ensures compliance with regulatory, legal, and internal policy requirements related to the creation, retention, management, and disposition of business records. The consultant partners with business units, data governance leaders, legal, compliance, and technology teams to maintain accurate record inventories, apply retention schedules, oversee controls, and support regulatory inquiries.

• Interpret and apply records retention policies, regulatory requirements, and the corporate Records Retention Schedule across business units.
• Ensure adherence to data risk and retention directives, including correct classification, storage, retention, and deletion of records.
• Maintain governance oversight across business units in partnership with Data & Analytics, Legal, Compliance, and Operational Risk.

• Support the maintenance and continuous improvement of the Records Management Program, including documentation, procedures, control testing, and monitoring.
• Assist with annual or periodic Record Retention inventory reviews and confirmation processes.
• Track and elevate gaps, non‑compliance, and remediation activities to appropriate executives or governance forums.

• Work with business units to ensure roles and responsibilities are clearly understood and executed.
• Provide guidance for record identification, categorization, and application of appropriate retention schedules.
• Facilitate socialization, training, and onboarding related to retention policies and program updates.

• Partner with technology teams to ensure retention schedules and deletion requirements are reflected in systems, archival repositories, and data lifecycle configurations.
• Support system migrations, new product initiatives, and technology changes that may impact recordkeeping requirements.
• Contribute to the development of metadata standards, record inventories, and logical groupings of retained records.

• Participate in retention risk monitoring, control testing, and reporting processes.
• Identify and report retention risks, over retention, under retention, or potential failures in recordkeeping practices.
• Recommend process improvements, mitigate risks, and enable effective challenge across business units.

• 5–8+ years' experience in records management, information governance, compliance, or data governance within a regulated environment (financial services preferred).
• Demonstrated experience of developing and implementing a records Management program for a large matrixed organization.
• Strong understanding of records management principles and data lifecycle management.
• Experience working with retention schedules, record inventories, archival systems, and deletion processes.
• Ability to interpret complex regulatory requirements and translate them into operational processes.

• Self‑starter, excellent communication, documentation, and stakeholder management skills.
• Strong analytical skills, problem‑solving ability, and attention to detail.
• Comfortable working in matrixed environments with business, legal, compliance, risk, and technology partners.

• Data Governance / Chief Data & Analytics Office
• Legal & Compliance
• Operational Risk & Regulatory Transformation
• Technology / CIO Teams
• Business Unit Executives & Delegates
• Records Retention Leads & Administrators

• Previous top 5 banking
• Capital Markets experience/exposure

• Bachelor's degree in information management, Library Sciences, Business, Data Governance, or related field.