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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Advisor Data Product Owner with Wealth Management Experience - **Company:** BURGEON IT SERVICES LLC - **Location:** Fort Mill, SC, United States (Remote available) - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Application Programming Interfaces (APIs), Artificial Intelligence, Data Analysis, JIRA, Customer Data Management, Data Governance, Intrusion Detection Systems, Data Streaming, Management of Software Versions, Apache Kafka - **Published:** August 26, 2026 - **Apply:** https://www.dice.com/job-detail/2fc92dc2-ce27-4aa5-8b65-6554bd2c7bab ## About the Role * Hands on Data Analysis, Advisor Data for Wealth Management (PFA Document), * 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, book of business) * Familiarity with advisor workstation platforms and their underlying data needs * Strong techno functional background spanning business, data, and technology * Hands-on experience working with data in a data team field-level data analysis, validation, and quality investigation * Proven ability to write clear, implementation-ready Jira stories * Working knowledge of event streaming, APIs, batch integrations, schemas, and data quality controls * Self-starter with strong ownership and accountability mindset ## Description * We are seeking a highly independent Techno Functional Data Product Owner to lead Advisor Data for Wealth Management. * This role spans advisor and producer profile data, licensing and registration, book of business and household/relationship mapping, compensation and grid data, organizational/branch hierarchy, and advisor workstation and CRM data integration. The role requires strong hands-on data analysis, deep understanding of wealth business processes, and the ability to translate requirements into implementation-ready technical deliverables with minimal supervision. * The role operates autonomously, owns outcomes end to end, and partners with advisory/sales leadership, compliance, compensation, operations, risk, and engineering teams to deliver accurate, well-governed advisor data powering advisor workstations, CRM, compensation systems, compliance surveillance, and reporting., End to End Product Ownership * 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 Advisor Data Domain Ownership * Lead golden copy requirements across advisor/producer profile, 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 Stakeholder Collaboration & Requirement Elicitation * Partner with advisory/sales leadership, compliance, compensation, vendor management, and technology teams * Lead conversations on data needs, sourcing, usage, and required controls * Document and validate requirements, assumptions, decisions, and known unknowns Data Analysis & Documentation * Perform hands-on analysis of source systems (licensing/registration platforms, CRM, compensation engines) and vendor feeds * Identify data gaps, overlaps, reuse opportunities, and quality failure patterns * Produce BRDs and data intake documents, attribute definitions, lineage flows, and NFRs * Partner with Data Governance and SOR teams on ownership, lineage, and standards Agile Delivery & Backlog Management * Act as Product Owner for Agile delivery squads * Decompose requirements into epics, features, and implementation-ready Jira stories * Define inputs/outputs, events, schemas, quality rules, and change management * Own backlog prioritization, refinement, and sprint readiness Integration, Kafka & API Ownership * Define delivery patterns using event streaming, APIs, and batch/file as appropriate * Collaborate on topic strategy, schemas, versioning, replay, and retention * Ensure scalability, reuse, and alignment to enterprise data standards Governance, Risk & Controls * Embed metadata, lineage, auditability, and traceability across advisor data flows * Define and enforce data quality controls, monitoring, and SLAs * Partner with compliance on entitlements, licensing constraints, and regulatory recordkeeping * Support auditability of advisor onboarding, transfers, and data changes Data Contracts & Standards * Own canonical data contracts covering definitions, schemas, code sets, and survivorship * Define versioning and change management standards * Maintain accurate and complete BRDs and intake documentation AI Usage * Use AI responsibly to improve requirement quality and detect data quality patterns * Apply sound judgment with regulated, licensed, and sensitive advisor data ## Related Videos - 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