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Chase · 2 months ago

Product Manager - WM Securities Reference Data

4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US

Full-time

Onsite

Senior Level

$123K/yr - $201K/yr

5+ years exp

Chase is a leading financial services firm, and they are seeking a Product Manager within the Wealth Management Data Programs Team. The role involves leading the build and adoption of strategic data sources for Wealth Management Securities Reference Data, focusing on stakeholder management and data rationalization.

BankingFinancial Services

Responsibilities

Develop and maintain comprehensive program plans, including timelines, resource allocation, and deliverables tracking

Establish and maintain transparent, ongoing communication with stakeholders by providing timely updates, proactively addressing concerns, and effectively managing expectations

Ensure product delivery and adoption are aligned with business priorities and strategic objectives

Collaborate with technology and business teams to gather and document requirements for new builds and enhancements

Initiate and lead cross-functional working groups with technology and business partners to develop success criteria, track progress, and ensure accountability

Conduct in-depth data analysis and create data transformation documentation to facilitate migration from legacy to strategic platforms

Design and implement operating models to support robust controls throughout the end-to-end data lifecycle

Recommend and implement tools and processes to enhance transparency and reporting capabilities

Document and monitor project metrics, reporting, and scorecards to measure progress and outcomes

Qualification

Data product managementData/system migrationSecurities reference dataBusiness analysisData analyticsProject managementStakeholder managementData quality frameworksRelationship managementProactive deliveryTechnical proficiencyRegulatory awarenessCommunication skillsIntegrityWork ethicResults-oriented mindset

Required

5+ years of experience in a major financial services organization, with a focus on data product management, business analysis, and data/system migration projects

Bachelor's degree in any related field (or equivalent experience)

Deep knowledge of data domains relevant to asset & wealth management, including listed and derivative securities, pricing, classification, and party data

Strong understanding of best practices for Business Requirements Documents (BRDs) and proven ability to manage large-scale data programs

Thorough understanding of the financial services industry, including buy-side and sell-side operations, as well as related technology functions

Experience in large program management and deep domain knowledge of securities reference data, particularly market sector and industry classifications across all asset classes, as well as expertise in data usage within downstream systems

High personal and professional integrity, with a strong work ethic and background in data management practices and data quality frameworks

Preferred

Awareness of industry regulatory requirements related to data with a strong background in financial securities (both vanilla and derivatives), familiarity with vendor data sources, robust project management skills, and technical

Proficiency in productivity tools such as PowerPoint, Excel, Visio, also SQL, or Alteryx

Excellent business analysis skills, results-oriented mindset, and a proactive approach to delivery

Ability to build and manage relationships across business functions (front office, middle office, operations, technology, risk, compliance, finance)