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Position:         SVP Chief Data Officer, Wealth Management

Location:        Chicago, IL

Salary:            Negotiable (base approx. $240K+ with 25% performance bonus)         



Our client provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Today, we are going through a metamorphosis – starting with our Wealth Management (WM) business where we are embracing Agile ways of working and exploring new technologies like cloud, microservices architecture, predictive analytics, AI, Machine Learning, Blockchain, etc. This includes modernization of our data and analytics capabilities and embedding a data-driven culture throughout the organization.



As the Chief Data Officer for Wealth Management, you will define and execute an end to-end data strategy and roadmap to support the WM business strategy, goals and objectives. You will evolve and govern the WM data strategy, analytics, reporting and platforms to define our information assets, transform data into business value at scale, democratize data by building self-service capabilities and build a leading Data and Analytics organization. You are an experienced senior leader with a proven track record of data and analytics transformations in complex compliance intensive data environments. Furthermore, you:


  • Have experience building teams within the fields of data governance, data architecture, data science and analytics

  • Have expertise in crafting a compelling data strategy and architecture to unlock value of data assets spread across a disparate and complex data ecosystem

  • Have outstanding executive communication skills, connecting the dots between business strategy and outcomes, data strategy and execution of data and analytics initiatives

  • Are analytical, creative, collaborative and comfortable driving change, and transforming the most valuable ideas into actionable plans, products and results

  • Are a strong collaborator with experience leading initiatives across and partnering with multiple groups and stakeholders

  • Are knowledgeable of data practices (e.g., Operational Data Store, Master Data Management, Data Lakes) and tools (e.g., Tableau, Power BI, Azure, Oracle, Snowflake, Python, R)



As part of the Digital Services leadership team, you will work closely with our agile cross-functional teams. We cherish and nourish our diverse and inclusive culture and welcome you to help us further grow our community.

As the Chief Data Officer, you will:

  • Define the business vision for data sourcing, flows, use and maintenance across our operating model and platforms; partner with IT to build an end-to-end roadmap and implement

  • Establish a strong operating model across WM leadership and practices and Enterprise Data and IT organizations to ensure aligned strategies, roadmaps and execution

  • Work across multiple areas of business operations to measure, monitor and improve data collection, quality, timeliness, and completeness

  • Promote automated means to data quality and control; identify and address key obstacles or conflict; advocate areas of transformation or process change; and actively participate with digital product and service excellence teams to foster an informed, educated and aligned program with the field

  • Promote data security, meeting the expectations of our clients, regulators and shareholders. Own the first Line of Defense, reducing operational risk and driving operational excellence

  • Proactively champion the value of information (data) as a strategic business asset with senior leadership. Create a virtuous cycle of platform adoption with improved data insights and streamlined publishing/ access. Drive a culture of innovation and experimentation with business leaders using data insights

If you are interested in being considered for a position, please send your resume to:

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