Job Title:Client 360 Data Product Owner (Institutional & Wealth Clients, Private Markets)
Location: Boston, MA– Onsite 4 days/week
Salary Range:Up to $190,000 base + 0–40% bonus
IntroductionWe are seeking a highly skilled
Client 360 Data Product Ownerto lead the vision, strategy, and execution of an institutional-grade Client 360 platform. This platform delivers a comprehensive view of institutional and wealth clients across private markets, enabling data-driven insights, enhanced client reporting, and scalable digital experiences. The ideal candidate will have deep experience in
data product managementwithin
asset management or private markets, along with strong hands-on technical skills in
SQL and Python.
This hybrid role offers flexibility — with
18 remote workdays per quarter— and an opportunity to make a significant impact by transforming how client, investor, and account data is unified across the organization.
Required Skills & Qualifications
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7–12 years of experience leading data products, developing data strategies, or managing products within asset management, private markets, or financial services.
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Demonstrated expertise in SQL and Python for data validation and prototyping.
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Strong understanding of data governance, MDM, data models, and entity resolution.
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Proven ability to translate business goals into scalable, high-quality technical data requirements.
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Deep fluency in private markets — including LP/GP structures, fund vehicles, evergreen products, and client reporting.
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Bachelor’s degree in Computer Science, Engineering, Finance, or a related field (or equivalent experience).
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Excellent communication skills with the ability to collaborate across technical and commercial teams.
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Authorized to work in the U.S. without sponsorship.
Preferred Skills & Qualifications
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Experience with Salesforce, Kurtosys, DealCloud, or eFront integrations.
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Hands-on familiarity with agile methodologies such as Scrum or Kanban.
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Strong commercial mindset — able to connect data features to client value and business outcomes.
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Track record of driving operational excellence and continuous improvement.
Day-to-Day Responsibilities
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Lead the Client 360 product vision and roadmap aligned with the firm’s growth strategy.
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Define and prioritize features and data domains to unify client, investor, and account data.
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Manage agile delivery, including product backlogs, release plans, and iteration cycles.
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Use SQL and Python to interrogate datasets, validate requirements, and support backlog refinement.
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Translate business needs into technical requirements ensuring scalability, data quality, and performance.
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Collaborate with Data Engineering, Product, Platform, and commercial teams to deliver business value.
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Define and maintain data models for clients, investors, vehicles, and relationships.
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Integrate Client 360 with core platforms to support client reporting and digital experiences.
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Promote a data-driven culture, ensuring Client 360 becomes the firm’s single source of truth.
Company Benefits & Culture
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Competitive salary with performance-based bonuses (up to 40%).
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Hybrid flexibility – 18 remote days per quarter for work-life balance.
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Collaborative and growth-focused culture with a strong emphasis on innovation.
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Comprehensive health, dental, and vision benefits.
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Retirement savings plan and wellness programs.
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Professional development and learning opportunities.
#TECH #LI-HYBRID #LI-IL1
