Senior Business Data Officer-Client & Account Data Transformation

Societe Generale; Montreal (administrative region); On-site; CAD 90,000 - 120,000; Full time

Job summary

Societe Generale in Montreal, Canada, seeks a Senior Business Data Officer to modernize onboarding, account lifecycle data, and referential data management. You will align cross-functional teams, drive data quality controls, and implement scalable, compliant digital solutions across core platforms.

The role emphasizes collaboration with Operations, Technology, Compliance, and external vendors while delivering end-to-end improvements and governance across the client lifecycle.

Qualifications

• 5+ years of experience in data management within financial services.
• Strong knowledge of account lifecycle and client data.
• Experience with back-office platforms such as IMPACT, BPS and Maestro.
• Proven data quality controls and remediation experience.
• Ability to translate business needs into clear requirements.

Responsibilities

• Own end-to-end onboarding and account lifecycle data flows.
• Lead data quality initiatives and data standardization.
• Collaborate with IT, operations and vendors to implement digital solutions.
• Drive process transformation from analysis to go-live.

Skills

Data governance

Data quality

Stakeholder management

Process improvement

Education

Bachelor's Degree

Tools

IMPACT

BPS

Maestro

AccountHub

IDQ

Job description

Responsibilities

The Client Lifecycle & Digitalization Department (CLD) resides as part of the Wholesale Clients Technology & Operations division within Global Banking and Investor Solutions.

Reference 26000CDT

CLD’s mission is to deliver a state-of-the art digital platform, targeting both users and clients in covering pre-trade, execution and post-trade activities. Additionally, our mission is to grow our internal client knowledge and deliver a user-friendly experience through the client lifecycle, while mitigating risk.

Within CLD in the Americas, the REF team (Referential and Regulatory & Tax data) oversees Referential Client Data, Regulatory & Tax Client Data and Data Quality initiatives across all of CLD.

We are undertaking a major transformation of our Account Management processes across Principal businesses. Today’s onboarding and account lifecycle workflows rely on multiple back-office systems BPS/Impact for Principal activities—combined with manual coordination, Excel templates, and unstructured email exchanges. This fragmentation creates operational inefficiencies and limits our ability to automate and scale.

The Senior Business Data Officer plays a critical role in the modernization of account management, onboarding, and client reference data processes.

This role combines Operations and data expertise, focusing on improving end to end account lifecycle workflows, strengthening data quality controls, and enabling scalable, digital, and compliant solutions.

Daily Operational Support

• Ensures accuracy, consistency, and control of client and account static data across core platforms.
• Supports BAU operations, issue resolution, and regulatory requirements.

Subject Matter Expertise (SME) Across Platforms

• Leads initiatives to replace fragmented, manual processes with structured data flows, standardized models, and automated controls.
• Serves as a central point of expertise for multiple back office systems.

Process Transformation & Optimization

• Analyzes onboarding, maintenance, and closure workflows to identify inefficiencies.
• Redesigns processes and transitions manual, email driven activities into structured, digital solutions.

Cross Functional Bridge & Delivery Owner

• Connects business, operations, technology, compliance, and vendors to translate complex needs into clear functional requirements.
• Owns delivery from analysis through go live, driving continuous improvement and strengthening account lifecycle governance.

Account Lifecycle & Process Transformation

• Analyze current account onboarding, creation, maintenance, and closure processes across multiple back office systems (BPS/Impact, AccountHub, Maestro, etc.).
• Identify operational inefficiencies, manual handoffs, unstructured data dependencies, and data quality risks.
• Redesign workflows to support standardized, digital, and scalable account lifecycle management.
• Support the migration from email, spreadsheets, and PDFs to structured data capture and workflow driven processes.

Data Quality, Controls & Referential Data Management

• Ensure accuracy, completeness, and consistency of client and account static data across all core systems.
• Maintain and enhance data quality controls, including periodic reviews, exception analysis, and remediation efforts.
• Lead and contribute to initiatives such as:
• Quality driven data reviews (e.g., Business address remediation)
• Reconciliation between systems (e.g., BPS vs. Maestro)
• Migration of manual and legacy controls into centralized data quality platforms (IDQ)
• Serve as a key contributor to data standardization and reference data harmonization efforts.

Systems, Integration & Platform Expertise

• Map account attributes requirements across product specific systems.
• Support the centralization of account data into AccountHub, the strategic account management platform.
• Partner closely with IT teams to define:
• Data models and attribute definitions
• Validation rules and business logic
• Integration flows and APIs
• Contribute to workflow orchestration initiatives, including:
• BOLT (Agency account lifecycle requests)
• OCTO (Principal account lifecycle requests)

Stakeholder & Vendor Collaboration

• Act as a bridge between Front Office, Operations, KYC/Onboarding, Compliance, Technology, and offshore teams.
• Lead workshops and requirement gathering sessions with internal teams and external vendors (e.g., Broadridge).
• Translate complex operational account management needs into clear functional specifications.
• Provide subject matter guidance to offshore teams, ensuring procedures are understood, followed, and consistently applied.

Delivery, Oversight & Leadership

• Drive initiatives from analysis through design, build, testing, and go live.
• Produce high quality documentation, including BRDs, functional specifications, data mappings, and SOPs.
• Support UAT planning and execution, ensuring solutions meet business, regulatory, and operational requirements.
• Provide ongoing oversight of BAU activities, issue escalation, and continuous process improvement.
• Mentor and guide team members, promoting knowledge sharing, training, and strong data discipline.

Required

Profile required

• 5+ years of experience as a Business Data Officer or Business Data Officer within financial services.
• Strong knowledge of account lifecycle management, client reference data, and KYC/AML processes.
• Hands on expertise with back office platforms such as IMPACT, BPS and related data repositories.
• Proven experience in data quality management, controls, remediation, and regulatory driven initiatives.
• Ability to analyze complex data sets and reconcile discrepancies across multiple systems.
• Strong communication skills, with the ability to work effectively with both technical and non technical stakeholders.

Preferred

• Experience with AccountHub or similar centralized account management platforms.
• Familiarity with workflow orchestration tools and data quality platforms (e.g., IDQ).
• Experience working with external vendors (e.g., Broadridge).
• Background in digital transformation, automation, or large scale data standardization initiatives.

Qualification:

• Bachelor’s Degree
• Desired / Plus: MBA

LANGUAGE:

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

D&I:

Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our Diversity & Inclusion Vision:

• Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
• Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
• Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-diversity/)