Mutual Group · 1 week ago
Director, Data Management
Mutual Group is a mission-driven financial services firm that empowers independent financial advisors with consulting, operations, technology, and compliance solutions. The Director, Data Management will establish and mature Mutual’s data governance and master data management capabilities, creating a trusted 'single source of truth' for key business data while partnering with various functions within the organization.
ComplianceFinancial ServicesFinTech
Responsibilities
Set the data management strategy and roadmap aligned to business priorities
Establish governance policies, standards, and decision flows (ownership, stewardship, escalation)
Maintain authoritative data sources for key business entities
Partner with Compliance and Systems on data security, privacy, and retention requirements
Own the master data model and core data standards
Define critical data elements, ownership, and business definitions
Maintain the data dictionary and business glossary
Create practical guides and training to support data stewardship
Implement data quality rules, monitoring, and remediation workflows
Lead root-cause analysis and resolution of data issues
Establish KPIs and reporting for data health and quality trends
Define mapping rules and transformation logic for integrations and reporting
Ensure source-to-target documentation and basic lineage transparency
Partner with Technology to improve pipeline reliability and reduce manual work
Manage data vendors, feeds, and data-related SLAs
Coordinate issue resolution across internal teams and external partners
Recommend tooling/platform enhancements to improve scale and reliability
Align stakeholders on priorities, standards, and governance decisions
Communicate data concepts clearly to technical and business audiences
Define capability needs and operating routines to support future team growth
Qualification
Required
Bachelor's degree in IT, Computer Science, Business, or related field (or equivalent experience)
5+ years in data management, governance, MDM, data quality, or related roles
Experience establishing cross-functional standards, frameworks, or operating models
Strong knowledge of governance, stewardship, MDM, and data quality concepts
Experience with data modeling, mapping, definitions, and documentation
Strong troubleshooting, documentation, and process discipline
Strong stakeholder management and ability to drive alignment
Preferred
SQL proficiency preferred; familiarity with data integrations is a plus
Bonus: Financial services and/or regulated environment experience
Benefits
Medical
401(k) match
Generous PTO
Wellness
Company
Mutual Group
Mutual Group provides brokerage, compliance, technology, and solutions for advisors.
H1B Sponsorship
Mutual Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
Funding
Current Stage
Growth StageRecent News
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