Product & Customer Management Leader
Core
Lead client governance and data management to ensure regulatory compliance and risk-adjusted client profiles within a financial services firm.
Role type
Senior Product & Customer Management Leader
Builds
Client data integrity, regulatory communication processes, and operational efficiency plans
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Client governance, regulatory compliance, data management, risk assessment, process implementation, team leadership, contract policy definition
Preferred skills
Financial industry experience, Power BI, database management
Responsibilities
Lead client data updates and risk-based profile adjustments; maintain client database completeness; define and execute client maintenance tasks by segment; manage regulatory and product communications; lead operational efficiency plans; define contract cancellation policies.
Seniority
Senior, hands-on IC