The Role: We are seeking a Senior/Seasoned Product Owner for our Wealth Data Services product. This team is responsible for ensuring that all wealth account and product data is accurate, accessible, and actionable across the enterprise through unified data platforms and API-based services. The product scope includes:
? Wealth inbound data feeds (brokerage, non-proprietary, and trust)
? Data ingestion, validation, and enterprise publishing pipelines
? Compliance and supervision reporting (13G, FINRA/OCC auditing, TIW reports)
? Brokerage reporting systems and books & records management
? Operational and analytics reporting to support BD/IA, EIS, DEME, and Trust consumers
The Senior Product Owner will serve as the primary voice of the customer for their delivery team, translating strategic product objectives into a well-prioritized, outcome-driven backlog. This role demands a strong balance of strategic thinking and tactical execution ? the ability to articulate "why" while keeping the team focused on "what's next." Closely collaborating with teams within and outside the organization , driving the right outcomes, and helping navigate cross dependencies.
Top Priorities for 2026:
1. Architecture Modernization: Drive the migration from legacy systems (CDM-CIF, TIW) to modern AWS-based infrastructure, including 100% migration of remaining batch jobs to AWS by end of 2026.
2. Data Quality & Validation: Establish and implement validation rules across brokerage, non-proprietary, and trust data feeds to reduce manual error remediation and create baseline data quality metrics.
3. Decommissioning Legacy Dependencies: Lead the effort to retire legacy environments and reduce operational risk, ensuring zero disruption to downstream consumers during transition.
The role will collaborate closely with the Product Manager, Engineering Manager, Scrum Master, Principal Architect, and a cross-functional delivery team of 6?8 engineers.
The Candidate: We are looking for someone who brings:
? Product Operating Model Fluency: Demonstrated experience working as a Product Owner within a product operating model ? not just running ceremonies, but owning outcomes. You understand how to connect product strategy to team-level execution, maintain a healthy backlog with clear acceptance criteria, and use evidence-based decision-making to prioritize ruthlessly. Not looking for someone who is currently in a Business Analyst position.
? Data Domain Expertise: Experience with enterprise data platforms, data ingestion/ETL pipelines, data quality frameworks, or reporting systems. Comfort working with complex data architectures and understanding how data flows across systems is essential ? you don't need to write SQL, but you need to think in data models.
? Financial Services Acumen: Background in wealth management, brokerage, or investment advisory services is strongly preferred. Familiarity with broker-dealer operations, compliance reporting (FINRA, SEC), and trust/custody data environments will allow you to hit the ground running.
? Stakeholder Management: Proven ability to align and communicate across a diverse stakeholder landscape ? from engineering teams and architects to compliance, operations, BD/IA leadership, and enterprise platform teams (EIS, DEME). You can translate technical complexity into business-relevant language and vice versa.
? Vendor & Platform Oversight: Experience managing vendor relationships, data feed integrations, and third-party platform dependencies. Comfort evaluating vendor capabilities, negotiating SLAs, and holding partners accountable to data quality and delivery standards.
? Legacy Modernization Experience: Track record of guiding teams through platform migrations, system decommissioning, or cloud transformations ? ideally in environments where "keep the lights on" and "build the future" must happen simultaneously.
? Agile Mastery: Deep fluency in Scrum or Kanban, with the ability to refine stories, manage sprint capacity, facilitate backlog grooming, and unblock the team. You know the difference between velocity and value and optimize for the latter
Benefits:York Solutions Offers a generous benefits package for eligible full-time employees:
- BCBS Medical with 3 Plans to choose from (PPO and High deductible PPO plans with Health Savings Program)
- Delta Dental plan with 2 free cleanings and insurance discounts
- Eye Med Vision with annual check-ups and discounts on lens
- Life and Accidental Death Insurance paid by company
- John Hancock 401(k) Retirement Plan with discretionary company match
- Voluntary Insurance programs such as: Hospital Indemnity, Identity Protection, Legal Insurance, Long Term Care, and Pet Insurance.
- Flexible work environment with some remote working opportunities
- Strong fun and teamwork environment
- Learning, development, and career growth
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