Wealth Mgmt Data Strategy & AI Director
Core
Leading data strategy, architecture, and AI transformation for Wealth Management to improve client experience, strengthen controls, and accelerate analytics.
Role type
Executive Director, Data Strategy & AI
Builds
Scalable data products, semantic layers, and AI-driven analytics for operational, risk, and regulatory use cases.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Data strategy design, data architecture, domain modelling, people leadership, data mesh patterns, semantic layer design, lifecycle-aware data modelling, cross-domain product delivery
Preferred skills
AI innovation for product/ops/controls, party and account data management, translating business outcomes to architecture, roadmap definition at dataset/product level
Technologies
AI, CRM
Responsibilities
Align CALM data strategy and architecture across KYC, onboarding, CRM; define and maintain domain structures and core data concepts; guide data product delivery for continuity and interoperability; design reusable, lifecycle-aware datasets; develop cross-domain, consumer-centric data products for analytics and agentic AI; establish scalable modelling patterns; enable Strategic Data Provisioning Services; translate consumer needs into dataset definitions; partner with technology teams to deliver data products using data mesh patterns; collaborate on semantic layer design; manage and develop a team of data architects.
Seniority
Executive Director, hands-on leadership
