Client Onboarding Product Owner sub-con for Wealth Management

Job Title: Client Onboarding Product Owner sub-con for Wealth Management
Location: NYC or Fort Mill, SC Hybrid
Duration: 6 Months

Job Description:

Mandatory Skills: Hands on Data Analysis, Client Onboarding for Wealth Management

Role Summary
We are seeking a highly independent, self-driven Techno Functional Data Product Owner to lead client onboarding data requirements within Wealth Management. This role focuses on participant and investor data (e.g., name, address, SSN, tax identifiers) and requires strong hands-on data analysis, a solid understanding of business processes, and the ability to translate requirements into implementation-ready technical deliverables with minimal supervision.
The role owns outcomes end to end and partners closely with business, compliance, and engineering teams to deliver secure, high-quality onboarding data products.
Key Responsibilities
Techno Functional Ownership & Independence
• Own onboarding data requirements end to end with minimal oversight
• Drive requirement discovery, analysis, documentation, and backlog readiness independently
• Proactively identify risks, gaps, and dependencies
• Own delivery outcomes, not just documentation
Requirement Elicitation & Stakeholder Collaboration
• Partner with business, compliance, operations, and capability teams to gather onboarding requirements
• Lead discussions on what participant data is collected, how it is captured, and why it is required
• Document and validate requirements, assumptions, and decisions
Data Analysis & Documentation
• Analyze source systems, data contracts, Kafka topics, APIs, and files
• Identify gaps, overlaps, and reuse opportunities
• Produce and maintain onboarding data artifacts, including BRDs, attribute grids, Kafka/API expectations, and data flow documentation
• Partner with Data Governance and SOR teams to validate sources, lineage, ownership, and PII classification
Jira, Backlog & Agile Delivery
• Act as Product Owner for Agile delivery squads
• Decompose requirements into epics, features, and technical Jira stories with clear acceptance criteria
• Define data inputs/outputs, Kafka or API behavior, schema expectations, and data quality rules
• Own backlog prioritization, refinement, and sprint readiness
• Deliver implementation-ready Jira artifacts enabling engineering teams to build with minimal clarification
Kafka, API & Integration Ownership
• Define onboarding data delivery patterns using Kafka and REST or async APIs
• Partner with architecture and platform teams on topic strategy, schemas, retention, replay, and API contracts
• Ensure integrations are scalable, reusable, and aligned with enterprise data standards
Governance, Risk & Compliance Alignment
• Ensure compliance with KYC, AML, privacy, and regulatory requirements
• Embed data quality, metadata, lineage, and security controls
• Support auditability and traceability of onboarding data flows
Data Contracts & Documentation
• Own data contracts, including canonical definitions, schema design, conditional logic, and versioning
• Maintain accurate BRDs and Data Intake documentation
PII, Privacy & Governance
• Ensure secure handling of PII in line with regulatory and privacy standards
• Apply best practices in data classification, masking, access control, and auditability
AI Usage & Enablement
• Use AI tools responsibly to improve requirement quality and data analysis
• Apply sound judgment when working with regulated and sensitive data
Required Skills & Experience
• 8 years of Financial Services experience, preferably in Wealth Management onboarding
• Proven techno-functional background bridging business, data, and technology
• Strong hands-on data analysis at field and attribute levels
• Ability to write clear, technical, implementation-ready Jira stories
• Strong understanding of PII and regulatory requirements
• Self-starter capable of operating independently