Data Product Owner: Advisor Data & Wealth Management

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

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