Head of Data Product — Remote Wealth Tech & Advisory Growth

Cresset; Chicago (IL); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Annual incentive

Medical

Dental

Vision

Life insurance

401(k) retirement plan

Health savings accounts

Short and long-term disability

Voluntary critical and accident保险

Pre-tax parking and transportation

Job summary

Cresset is seeking an experienced Head of Data Product to align data, analytics, and BI capabilities with growth and regulatory needs for a premier wealth management firm in Chicago. You will partner with business and technology teams to define priorities, deliver data-related capabilities, and drive adoption that yields measurable value.

A business-first product mindset and deep wealth data knowledge are essential.

Qualifications

• Bachelor’s degree in Business, Computer Science, Data/Analytics or related field.
• 10+ years in data, analytics, or product management with 4+ years leading teams.
• Prior wealth management or RIA experience is preferred.
• Demonstrated track record turning data strategy into measurable business outcomes.

Responsibilities

• Develop and maintain the firm’s data strategy and multi-year roadmap aligned with business priorities.
• Define and prioritize data initiatives that improve advisor productivity, client service, operational efficiency, and business performance.
• Partner with business leaders, technology teams, risk, compliance, and operations to align priorities and deliver solutions that address business needs.
• Measure the effectiveness of data investments and ensure expected business outcomes are achieved.
• Build and lead a high-performing team focused on delivering practical business value through data and analytics.
• Establish a single source of truth for client, household, account, portfolio, and advisor information.
• Improve consistency of data across CRM, custodial, investment, and planning systems.
• Define data ownership and accountability across business functions, and establish governance and quality standards to ensure data is accurate, trusted, and compliant.
• Implement processes to monitor and improve data quality, and strengthen controls related to privacy, retention, and regulatory requirements.
• Improve visibility into where data comes from and how it is used.
• Deliver executive reporting on growth, productivity, client acquisition, retention, and profitability.
• Provide advisor insights related to client engagement, household growth, and business opportunities.
• Support investment reporting for portfolio performance and risk oversight.
• Enable early identification of client retention risks and growth opportunities.
• Standardize reporting and analytics across the organization, reducing reliance on manually created reports and spreadsheets.

Skills

Data product management

Wealth management domain

Leadership & team-building

Strategy & roadmapping

BI / analytics

Education

Bachelor’s degree in Business, Computer Science, Data/Analytics

Tools

BI platforms

CRM systems

Portfolio reporting tools

Data governance tools

Job description

Cresset is seeking an experienced Head of Data Product to align data, analytics, and BI capabilities with growth and regulatory needs for a premier wealth management firm in Chicago. You will partner with business and technology teams to define priorities, deliver data-related capabilities, and drive adoption that yields measurable value.

A business-first product mindset and deep wealth data knowledge are essential.