Head of Data Products

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

The Director, Head of Data Products will drive the strategic direction, execution, and ongoing management of our data products and strategy. This leader will oversee how data is sourced, structured, governed, delivered, and leveraged across products and client workflows. The role includes responsibility for third-party data partnerships, internally derived datasets, data architecture coordination, and delivering market-ready data offerings.

Key Responsibilities

• Define and execute the company’s forward-looking data strategy.
• Lead evaluation, negotiation, and management of third-party data licensing relationships.
• Oversee data acquisition, normalization, quality assurance, and governance processes.
• Develop and maintain data products, including feeds, APIs, derived calculations, scores, and analytics.
• Partner with Engineering teams to build scalable data infrastructure and pipelines.
• Own client-facing data integration capabilities, including imports, uploads, and external system connectivity.
• Manage and grow the Data Products team by developing talent and driving accountability.
• Collaborate cross-functionally with Engineering, Product Marketing, Sales, and Customer Success.

Qualifications & Experience

• Demonstrated success leading data or data-adjacent product teams.
• Hands-on experience evaluating and integrating third-party financial datasets.
• Experience working with financial data delivery methods (API, FTP/SFTP, data warehouses, vendor MCPs).
• Proven ability to create or refine derived analytics (metrics, portfolios, scoring frameworks, calculations, etc.).
• Strong collaboration skills with Engineering teams.
• Financial data domains: Equities, Funds, Financial Statements, Fixed Income, Indexes, Portfolios, Economic data, Private Markets, Alternatives.
• Understanding of core database concepts and modern data platforms.
• Familiarity with the financial data provider landscape (e.g. S&P, Morningstar, LSEG, MSCI, ICE, Nasdaq, EDI).
• 10 years of experience in financial data, analytics, investment research, or related fields.
• 3 years of leadership or team management experience.
• Strong analytical, strategic planning, and communication skills.

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $150k - $250k USD inclusive of bonuses. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.