Business Data Steward - US Wealth

BMO Financial Group; Greenwood Village (CO); On-site; USD 79,000 - 148,000; Full time

Job summary

BMO Financial Group is seeking a Data Steward for U.S. Wealth Management to ensure data integrity across the organization. The ideal candidate will have a deep understanding of financial services data and be responsible for data governance, quality management, and cross-functional collaboration.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Performance-based incentives

Qualifications

• 5–7 years of experience in data governance or data management.
• Strong understanding of wealth management products and regulatory landscape.
• Proven ability to influence across teams.

Responsibilities

• Establish and enforce data governance standards.
• Monitor and improve data quality across services.
• Design dashboards and reports to ensure compliance.

Skills

SQL

Data Governance

Data Quality Management

Analytical Skills

Collaboration

Problem Solving

Education

Bachelor’s degree in Finance, Business, or Information Management

Advanced degree or certifications (e.g., CDMP, CFA, FRM)

Tools

Collibra

Informatica

Alation

Job description

The Data Steward for U.S. Wealth Management plays a pivotal role in ensuring the integrity, quality, and strategic use of data across the wealth management lifecycle. This role supports the development and execution of data frameworks that align with regulatory requirements, client experience goals, and business strategy. The Data Steward will have oversight responsibilities for all US Wealth data and will be responsible for enacting data quality solutions alongside the business, Tech & Ops, and the Data Management office. The ideal candidate will bring deep knowledge of financial services data, particularly in wealth management, and will collaborate across business, technology, and compliance teams to ensure data is accurate, accessible, and actionable.

Key Responsibilities:

Data Governance & Compliance

• Establish and enforce data governance policies, standards, and procedures tailored to the U.S. Wealth Management business.
• Ensure data practices align with regulatory requirements (e.g., SEC, FINRA, GDPR, CCPA) and internal risk frameworks.
• Maintain data dictionaries, metadata, and lineage documentation for key wealth management data domains (e.g., client, account, product, transaction).

Data Quality & Issue Management

• Monitor and improve data quality across client onboarding, portfolio management, advisory services, and reporting.
• Lead root cause analysis and resolution of data integrity issues in partnership with operations, technology, and compliance teams.
• Define and track data quality KPIs and implement remediation plans as needed.

Strategic Data Enablement

• Support the Wealth Management Foundational data strategy by aligning data assets with business priorities such as personalization, digital engagement, and advisor productivity.
• Identify opportunities to enhance data usability and accessibility for analytics, reporting, and AI-driven insights.
• Contribute to data platform modernization efforts, including cloud migration and data cataloging initiatives.
• Support the Business Insights and Analytics team to prioritize requests for data and reporting

Cross-Functional Collaboration

• Serve as a trusted advisor to business leaders, product managers, data engineers, and analytics teams.
• Facilitate alignment on data definitions, ownership, and stewardship responsibilities across front, middle, and back-office functions.
• Participate in data governance councils and working groups to drive enterprise-wide consistency.

Reporting & Operational Support

• Design and deliver dashboards and reports to monitor data quality, usage, and compliance.
• Support internal audits, regulatory exams, and risk assessments with accurate and timely data documentation.
• Assist in the development and delivery of training programs to promote data literacy and stewardship across the Wealth Management organization.

Qualifications:

• 5–7 years of experience in data governance, data management, or related roles within financial services, preferably in wealth management or private banking.
• Strong understanding of wealth management products, client lifecycle, and regulatory landscape.
• Excellent SQL querying is required
• Experience with data governance tools (e.g., Collibra, Informatica, Alation), data quality frameworks, data visualization tools, and data querying.
• Experience with Agile
• Proven ability to influence and collaborate across business, technology, and compliance teams.
• Excellent analytical, communication, and problem-solving skills.
• Bachelor’s degree in Finance, Business, Information Management, or related field; advanced degree or certifications (e.g., CDMP, CFA, FRM) a plus.

Application Deadline:

07/31/2025

Address:

320 S Canal Street

Job Family Group:

Data Analytics & Reporting

Overview:

The Data Steward for U.S. Wealth Management plays a pivotal role in ensuring the integrity, quality, and strategic use of data across the wealth management lifecycle. This role supports the development and execution of data frameworks that align with regulatory requirements, client experience goals, and business strategy. The Data Steward will have oversight responsibilities for all US Wealth data and will be responsible for enacting data quality solutions alongside the business, Tech & Ops, and the Data Management office. The ideal candidate will bring deep knowledge of financial services data, particularly in wealth management, and will collaborate across business, technology, and compliance teams to ensure data is accurate, accessible, and actionable.

Key Responsibilities:

Data Governance & Compliance

• Establish and enforce data governance policies, standards, and procedures tailored to the U.S. Wealth Management business.
• Ensure data practices align with regulatory requirements (e.g., SEC, FINRA, GDPR, CCPA) and internal risk frameworks.
• Maintain data dictionaries, metadata, and lineage documentation for key wealth management data domains (e.g., client, account, product, transaction).

Data Quality & Issue Management

• Monitor and improve data quality across client onboarding, portfolio management, advisory services, and reporting.
• Lead root cause analysis and resolution of data integrity issues in partnership with operations, technology, and compliance teams.
• Define and track data quality KPIs and implement remediation plans as needed.

Strategic Data Enablement

• Support the Wealth Management Foundational data strategy by aligning data assets with business priorities such as personalization, digital engagement, and advisor productivity.
• Identify opportunities to enhance data usability and accessibility for analytics, reporting, and AI-driven insights.
• Contribute to data platform modernization efforts, including cloud migration and data cataloging initiatives.
• Support the Business Insights and Analytics team to prioritize requests for data and reporting

Cross-Functional Collaboration

• Serve as a trusted advisor to business leaders, product managers, data engineers, and analytics teams.
• Facilitate alignment on data definitions, ownership, and stewardship responsibilities across front, middle, and back-office functions.
• Participate in data governance councils and working groups to drive enterprise-wide consistency.

Reporting & Operational Support

• Design and deliver dashboards and reports to monitor data quality, usage, and compliance.
• Support internal audits, regulatory exams, and risk assessments with accurate and timely data documentation.
• Assist in the development and delivery of training programs to promote data literacy and stewardship across the Wealth Management organization.

Qualifications:

• 5–7 years of experience in data governance, data management, or related roles within financial services, preferably in wealth management or private banking.
• Strong understanding of wealth management products, client lifecycle, and regulatory landscape.
• Excellent SQL querying is required
• Experience with data governance tools (e.g., Collibra, Informatica, Alation), data quality frameworks, data visualization tools, and data querying.
• Experience with Agile
• Proven ability to influence and collaborate across business, technology, and compliance teams.
• Excellent analytical, communication, and problem-solving skills.
• Bachelor’s degree in Finance, Business, Information Management, or related field; advanced degree or certifications (e.g., CDMP, CFA, FRM) a plus.

Salary :

$79,800.00 - $148,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the company

The Bank of Montreal is a Canadian multinational investment bank and financial services company.

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