Wealth Management Data Product Owner - Advisor Data

Cornerstonetechtalent; Fort Mill (SC); On-site; USD 120,000 - 150,000; Full time

Job summary

Cornerstonetechtalent is seeking an experienced Data Product Owner for Advisor Data within a Wealth Management context. The role is hands-on with data and requires translating business requirements into engineering-ready deliverables across data quality, lineage, and integrations.

You will own data domains for advisor and producer profiles, licensing, book of business, and organizational hierarchies, partnering with governance and architecture to ensure asset-level correctness and timely

Qualifications

• 8+ years of Financial Services experience, with Wealth Management strongly preferred.
• Experience with advisor data including licensing, registration, compensation, book of business, and organizational structures.
• Understanding of advisor workflows and advisor workstation/CRM data requirements.
• Hands-on data analysis 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.

Responsibilities

• Lead Advisor Data requirements and delivery from discovery through implementation.
• Define data for advisor and producer profiles, licensing, book of business, and organizational structures.
• Establish data quality, lineage, timeliness, controls, and delivery outcomes.
• Serve as Product Owner for Agile data-delivery squads; translate requirements into epics and Jira stories.
• Define inputs/outputs, schemas, events, quality rules, acceptance criteria, and non-functional requirements.
• Partner with Data Governance, Engineering, and Architecture on ownership, metadata, and lineage.

Skills

Advisor data

Wealth Management

Data analysis

Agile/Jira

APIs/Kafka

Tools

Kafka

Jira

Job description

Cornerstonetechtalent is seeking an experienced Data Product Owner for Advisor Data within a Wealth Management context. The role is hands-on with data and requires translating business requirements into engineering-ready deliverables across data quality, lineage, and integrations.

You will own data domains for advisor and producer profiles, licensing, book of business, and organizational hierarchies, partnering with governance and architecture to ensure asset-level correctness and timely