Vice President, Client Data Steward
About the Company
Successful asset management & financial services firm
IndustryFinancial Services
TypePublic Company
Founded1988
Employees10,001+
Categories
Asset ManagementBankingConsultingCrowdfundingFinanceFinancial ServicesFinTechInternetRisk ManagementInvestment ManagementConsulting & Professional ServicesManhattanNew York CityInvestingSavings & InvestingAlternative Investments and AssetsRisk AnalysisFinancial AdvisersInsurance FundsWorker's CompensationFunds
Business Classifications
B2BEnterpriseSAAS
About the Role
The Company is seeking a Vice President, Client Data Steward to lead stewardship for a data domain focused on assets and flows. The role owns data definitions, sourcing, quality, issue resolution, and stakeholder engagement, while implementing governance processes, controls, and exception reporting. The successful candidate will partner with business, operations, finance, and technology teams to translate needs into data requirements, improve access to reliable client and holdings information, and support sales enablement. Responsibilities also include identifying automation and AI opportunities, helping migrate legacy data, and mentoring colleagues and data stewards.
Candidates should have at least five years of relevant experience in data management, governance, stewardship, or operations within a large, complex enterprise, including experience leading or mentoring teams or workstreams. They should understand institutional and wealth business processes, asset management products, and governance practices such as data quality, lineage, metadata, and controls. Strong analytical, problem-solving, communication, and stakeholder-influencing skills are required, along with working knowledge of SQL, Excel, Python, Power BI, or similar tools. A bachelor’s degree in business, finance, management information systems, computer science, or a related field is required; experience with assets and flows data, distribution, business management, or third-party data providers is preferred.
Hiring Manager TitleDirector
Functions
Data Management/AnalyticsOperations
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Vice President, Client Data Steward
About the Company
Successful asset management & financial services firm
IndustryFinancial Services
TypePublic Company
Founded1988
Employees10,001+
Categories
Asset ManagementBankingConsultingCrowdfundingFinanceFinancial ServicesFinTechInternetRisk ManagementInvestment ManagementConsulting & Professional ServicesManhattanNew York CityInvestingSavings & InvestingAlternative Investments and AssetsRisk AnalysisFinancial AdvisersInsurance FundsWorker's CompensationFunds
Business Classifications
B2BEnterpriseSAAS
About the Role
The Company is seeking a Vice President, Client Data Steward to lead stewardship for a data domain focused on assets and flows. The role owns data definitions, sourcing, quality, issue resolution, and stakeholder engagement, while implementing governance processes, controls, and exception reporting. The successful candidate will partner with business, operations, finance, and technology teams to translate needs into data requirements, improve access to reliable client and holdings information, and support sales enablement. Responsibilities also include identifying automation and AI opportunities, helping migrate legacy data, and mentoring colleagues and data stewards.
Candidates should have at least five years of relevant experience in data management, governance, stewardship, or operations within a large, complex enterprise, including experience leading or mentoring teams or workstreams. They should understand institutional and wealth business processes, asset management products, and governance practices such as data quality, lineage, metadata, and controls. Strong analytical, problem-solving, communication, and stakeholder-influencing skills are required, along with working knowledge of SQL, Excel, Python, Power BI, or similar tools. A bachelor’s degree in business, finance, management information systems, computer science, or a related field is required; experience with assets and flows data, distribution, business management, or third-party data providers is preferred.
Hiring Manager TitleDirector
Functions
Data Management/AnalyticsOperations
yes
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