Operations Data Steward
Core
First-line business role accountable for day-to-day management, maintenance, and governance of operational data across Financial Advisor Services (FAS) Operations to ensure data is accurate, complete, compliant, and fit for purpose.
Role type
Senior IC Operations Data Steward
Builds
Operational data governance frameworks, data quality controls, retention schedules, and management information for safe client outcomes and operational resilience.
Domain
Financial Services / Wealth Management / Data Governance
Required skills
Data stewardship, data governance, data quality management, data lifecycle management, data inventory and metadata management, data lineage tracking, data remediation, regulatory compliance knowledge, advanced Microsoft Excel, data visualization tools (Power BI), stakeholder management, risk escalation.
Preferred skills
Financial services experience (asset management, transfer agency), Collibra or Microsoft Purview, SQL, Python, GDPR and Consumer Duty knowledge, data management certifications.
Technologies
Collibra, Microsoft Purview, Power BI, Microsoft Excel, SQL, Python
Responsibilities
Maintain data inventories, metadata, and glossaries; define and monitor data quality rules; execute data remediation plans; implement data retention schedules; act as primary point of contact for data governance; assess project impacts on data quality and privacy.
Seniority
Senior, hands-on IC