Senior Manager, Client Data Permissions & Privacy Governance
Core
Centralize ownership of client data access and privacy governance to transform a fragmented permissions model into a secure, scalable, and auditable system.
Role type
Senior Manager, Client Data Permissions & Privacy Governance
Builds
A consistent, role-based, and auditable permissions model across all firm systems and workflows.
Domain
Financial services / Wealth management / Data Governance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Role-based access control (RBAC) design, data privacy principles, access management, risk assessment, project management, process design, policy creation, stakeholder influence, audit readiness, confidential data handling
Preferred skills
Data governance, privacy operations, risk management, compliance, wealth management operations, system-access design, enterprise transformation, CRM/portfolio management platforms
Technologies
Microsoft Word, Excel, PowerPoint, Teams, SharePoint, workflow/reporting tools
Responsibilities
Define role-based access principles and decision rights; manage workflows for access provisioning, deprovisioning, and confidential client handling; act as central project manager for complex access requests; establish audit processes and monitoring to detect inappropriate access; partner with Product and Technology teams to standardize permissions; create training and guidance for employees.
Seniority
Senior, hands-on IC with strategic leadership
