Wealth Advisor Data Product Lead

ClifyX; Fort Mill (SC); Hybrid; USD 110,000 - 170,000; Full time

Job summary

ClifyX in NYC or Fort Mill, SC is seeking a highly independent Techno-Functional Data Product Owner to lead Advisor Data for Wealth Management. This role covers advisor/producer data, licensing, book of business, and relationship mapping with hands-on data analysis and implementable deliverables.

The role operates autonomously, owns outcomes end to end, and collaborates with advisory/sales leadership, compliance, compensation, operations, risk, and engineering to deliver accurate, well-governed

Qualifications

• 8+ years in Financial Services, preferably in Wealth Management advisor/producer data domains.
• Strong familiarity with Wealth Management business processes, advisor workflows, and industry data (licensing, registration, compensation).
• Familiarity with advisor workstation platforms and their underlying data needs.
• Hands-on experience working with data in a data team — field-level data analysis, validation, and quality investigation.

Responsibilities

• Own Advisor Data requirements end to end.
• Independently drive discovery, analysis, documentation, and backlog readiness.
• Identify gaps, risks, data conflicts, and dependencies across advisor systems.
• Own delivery outcomes, data quality, timeliness, and lineage.
• Lead golden copy requirements across advisor/producer data, licensing and registration, and book of business data.
• Define identifier mapping (rep/producer IDs, CRD numbers, branch/region codes) and de-duplication logic.
• Own sourcing, controls, and validation for licensing, registration, and continuing education data.
• Establish authoritative SOR and multi-SOR precedence, survivorship, and exception handling across compliance and compensation systems.
• Ensure data products are reusable across advisor workstation, CRM, compensation, and compliance consumers.

Skills

Wealth Management data domain

Data analysis in financial services

Requirement elicitation & BRD creation

Agile backlog management

Stakeholder collaboration

Event streaming & API knowledge

Tools

Kafka

Jira

APIs

Job description

ClifyX in NYC or Fort Mill, SC is seeking a highly independent Techno-Functional Data Product Owner to lead Advisor Data for Wealth Management. This role covers advisor/producer data, licensing, book of business, and relationship mapping with hands-on data analysis and implementable deliverables.

The role operates autonomously, owns outcomes end to end, and collaborates with advisory/sales leadership, compliance, compensation, operations, risk, and engineering to deliver accurate, well-governed