Data Product Owner

CornerStone Technology Talent Services; Fort Mill (SC); On-site; USD 120,000 - 190,000; Full time

Job summary

CornerStone Technology Talent Services seeks an experienced Data Product Owner – Advisor Data to lead data initiatives within a Wealth Management organization. This role blends business acumen with hands-on data work, focused on advisor/producer data and translating complex requirements into implementation-ready deliverables for engineering teams.

The candidate will own data requirements from discovery through implementation, translate requirements into epics and Jira stories, and collaborate

Qualifications

• 8+ years of Financial Services experience, with Wealth Management strongly preferred.
• Strong knowledge of advisor/producer data and Wealth Management business processes.
• Experience with advisor data including licensing, registration, compensation, book of business, and organizational structures.
• Understanding of advisor workflows and advisor workstation/CRM data requirements.
• Strong techno-functional background spanning business, data, and technology.
• Hands-on data analysis experience, including field-level analysis, validation, reconciliation, and data-quality investigation.
• Proven ability to create clear, technically actionable Jira stories and requirements.
• Working knowledge of Kafka/event streaming, APIs, batch integrations, schemas, and data-quality controls.
• Strong stakeholder management and requirements-gathering capabilities.
• Ability to operate independently with significant ownership and accountability.

Responsibilities

• Lead Advisor Data requirements and delivery from discovery through implementation.
• Own data associated with advisor profiles, licensing, book of business, and related hierarchies.
• Establish golden-copy requirements, authoritative systems of record, source precedence, survivorship rules, and exception handling.
• Define identifier mapping across rep/producer IDs, CRD numbers, branch codes, and related identifiers.
• Identify data conflicts, duplication, quality issues, dependencies, and gaps across advisor systems.
• Own data quality, lineage, timeliness, controls, and delivery outcomes.
• Serve as Product Owner for Agile data-delivery squads; translate requirements into epics, features, Jira stories.
• Define inputs/outputs/schemas/events/acceptance criteria and non-functional requirements.
• Backlog prioritization, refinement, and sprint readiness.
• Produce BRDs, data-intake documentation, lineage flows, and supporting requirements documentation.
• Collaborate with engineering and architecture on delivery patterns: Kafka, APIs, batch/file integrations, data schemas, topic strategy, versioning, replay, retention, data-quality monitoring, change management.

Skills

Wealth Management domain

Data analysis

Jira story creation

Stakeholder management

Tools

Kafka

APIs

Batch integrations

Job description

We are seeking an experienced Data Product Owner – Advisor Data to lead critical data initiatives within a Wealth Management organization.

This is a highly autonomous, techno-functional role requiring someone who understands Wealth Management from both a business and data perspective. The ideal candidate has direct experience with advisor/producer data and can work hands-on with data while translating complex business requirements into implementation-ready deliverables for engineering teams.

This is not a traditional Product Owner role focused primarily on backlog administration. Candidates should have meaningful Wealth Management domain expertise and be comfortable investigating data at the field level.

What You’ll Own

• Lead Advisor Data requirements and delivery from discovery through implementation.
• Own data associated with:
• Advisor and producer profiles
• Licensing and registration
• Book of business
• Household and relationship mapping
• Compensation and grid data
• Branch and organizational hierarchies
• Advisor workstation and CRM integrations
• Establish golden-copy requirements, authoritative systems of record, source precedence, survivorship rules, and exception handling.
• Define identifier mapping across rep/producer IDs, CRD numbers, branch codes, and related identifiers.
• Identify data conflicts, duplication, quality issues, dependencies, and gaps across advisor systems.
• Own data quality, lineage, timeliness, controls, and delivery outcomes.

Hands-On Data Analysis

This role requires someone comfortable getting into the data—not simply gathering requirements.

You will:

• Analyze source-system and vendor-feed data at the field and attribute level.
• Investigate data-quality failures and discrepancies.
• Perform validation and reconciliation.
• Analyze CRM, licensing/registration, compensation, and related advisor data.
• Define attribute definitions, lineage, business rules, and data-quality controls.
• Partner with Data Governance teams on ownership, standards, metadata, and lineage.

Product Ownership & Agile Delivery

• Serve as Product Owner for Agile data-delivery squads.
• Translate business requirements into epics, features, and implementation-ready Jira stories.
• Define inputs, outputs, schemas, events, quality rules, acceptance criteria, and non-functional requirements.
• Own backlog prioritization, refinement, and sprint readiness.
• Produce BRDs, data-intake documentation, lineage flows, and supporting requirements documentation.

Partner with engineering and architecture teams to define appropriate delivery patterns across:

• Kafka / event streaming
• APIs
• Batch and file integrations
• Data schemas and contracts
• Topic strategy and versioning
• Replay and retention
• Data-quality monitoring
• Change management

The Product Owner will also establish canonical data contracts covering definitions, schemas, code sets, survivorship, and versioning.

Stakeholder Partnership

Work across a broad Wealth Management stakeholder community, including:

• Advisory and Sales leadership
• Compliance
• Compensation
• Operations
• Risk
• Data Governance
• Engineering and Architecture

The successful candidate must be capable of independently leading discovery conversations, challenging assumptions, identifying unknowns, and driving decisions.

Required Qualifications

• 8+ years of Financial Services experience, with Wealth Management strongly preferred.
• Strong knowledge of advisor/producer data and Wealth Management business processes.
• Experience with advisor data including licensing, registration, compensation, book of business, and organizational structures.
• Understanding of advisor workflows and advisor workstation/CRM data requirements.
• Strong techno-functional background spanning business, data, and technology.
• Hands-on data analysis experience, including field-level analysis, validation, reconciliation, and data-quality investigation.
• Proven ability to create clear, technically actionable Jira stories and requirements.
• Working knowledge of Kafka/event streaming, APIs, batch integrations, schemas, and data-quality controls.
• Strong stakeholder management and requirements-gathering capabilities.
• Ability to operate independently with significant ownership and accountability.