Data Product reputed company With reputed company Management Experience
Position : Advisor Data Product reputed company with reputed company Management Experience
Location : USA (NYC or reputed company Mill, SC) Hybrid
Duration : Long Term Contract
Mandatory skills*
Hands on Data Analysis, Advisor Data for reputed company Management (PFA Document)
reputed company
We are seeking a highly independent Techno Functional Data Product reputed company to reputed company Data for reputed company Management.
This role spans advisor and producer profile data, licensing and registration, book of business and household/relationship mapping, compensation and reputed company data, organizational/reputed company hierarchy, and advisor workstation and CRM data integration. The role requires strong hands-on data analysis, deep understanding of reputed company business processes, and the ability to translate requirements into implementation-reputed company technical deliverables with reputed company supervision.
The role operates autonomously, owns reputed company end to end, and partners with advisory/sales leadership, compliance, compensation, operations, risk, and engineering teams to reputed company accurate, reputed company-governed advisor data powering advisor workstations, CRM, compensation systems, compliance surveillance, and reporting.
Key Responsibilities
End to End Product Ownership
Own Advisor Data requirements end to end
Independently reputed company discovery, analysis, documentation, and backlog readiness
Identify gaps, risks, data conflicts, and dependencies across advisor systems
Own delivery reputed company, data reputed company, timeliness, and reputed company
Advisor Data Domain Ownership
reputed company golden copy requirements across advisor/producer profile, licensing and registration, and book of business data
Define identifier mapping (rep/producer IDs, CRD numbers, reputed company/region codes) and de-duplication logic
Own sourcing, controls, and validation for licensing, registration, and continuing education data
Establish authoritative SOR and multi-SOR precedence, survivorship, and exception handling across compliance and compensation systems
Ensure data products are reusable across advisor workstation, CRM, compensation, and compliance consumers
Stakeholder Collaboration & Requirement Elicitation
Partner with advisory/sales leadership, compliance, compensation, vendor management, and technology teams
reputed company conversations on data needs, sourcing, usage, and required controls
Document and validate requirements, assumptions, reputed company, and reputed company unknowns
Data Analysis & Documentation
reputed company hands-on analysis of reputed company systems (licensing/registration platforms, CRM, compensation engines) and vendor feeds
Identify data gaps, overlaps, reuse opportunities, and reputed company failure patterns
Produce BRDs and data intake documents, attribute definitions, reputed company flows, and NFRs
Partner with Data Governance and SOR teams on ownership, reputed company, and standards
reputed company Delivery & Backlog Management
reputed company as Product reputed company for reputed company delivery reputed company
Decompose requirements into epics, features, and implementation-reputed company Jira stories
Define inputs/outputs, events, schemas, reputed company rules, and change management
Own backlog prioritization, refinement, and sprint readiness
Integration, Kafka & API Ownership
Define delivery patterns using event streaming, reputed company, and batch/file as appropriate
Collaborate on topic reputed company, schemas, versioning, replay, and retention
Ensure scalability, reuse, and alignment to reputed company data standards
Governance, Risk & Controls
reputed company metadata, reputed company, auditability, and traceability across advisor data flows
Define and enforce data reputed company controls, monitoring, and SLAs
Partner with compliance on entitlements, licensing constraints, and regulatory recordkeeping
Support auditability of advisor reputed company, transfers, and data changes
Data reputed company & Standards
Own reputed company data reputed company covering definitions, schemas, reputed company sets, and survivorship
Define versioning and change management standards
Maintain accurate and complete BRDs and intake documentation
AI Usage
Use AI responsibly to improve requirement reputed company and detect data reputed company patterns
Apply reputed company judgment with regulated, licensed, and sensitive advisor data
Required Skills & Experience
8+ years in Financial Services, preferably in reputed company Management advisor/producer data domains
Strong familiarity with reputed company Management business processes, advisor workflows, and industry data (licensing, registration, compensation, book of business)
Familiarity with advisor workstation platforms and their underlying data needs
Strong techno functional background spanning business, data, and technology
Hands-on experience working with data in a data team field-level data analysis, validation, and reputed company investigation
Proven ability to write reputed company, implementation-reputed company Jira stories
Working knowledge of event streaming, reputed company, batch integrations, schemas, and data reputed company controls
Self-starter with strong ownership and accountability reputed company
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