Wealth Management - Data Strategy & Architecture, Client Acquisition Lifecycle, Analytics, and Applied AI Director

Shape how data and AI transform wealth management—leading strategy, architecture, and delivery that elevate client experience, strengthen controls, and accelerate analytics across our Global Private Bank.

As an Executive Director within Data Strategy & Architecture (Client Acquisition Lifecycle / Analytics & Applied AI), you will define and evolve the data strategy and target-state architecture for client acquisition, analytics, and applied AI across the Global Private Bank. You’ll partner with business, data and technology leaders to deliver scalable data models, enable strategic data provisioning, and drive lifecycle-aware solutions that support operational, analytical, and regulatory needs.

Drive the future of data strategy and architecture in wealth management. As a leader in our Global Private Bank, you’ll empower business transformation through data delivery, advanced analytics and applied AI. Collaborate with top talent and influence how data enables a superior client experience, operational excellence, and regulatory compliance. Make a lasting impact in a dynamic, high-profile environment.

Job responsibilities

• Own and align CALM data strategy and architecture across KYC, onboarding, CRM, and related capabilities
• Define and maintain domain structures and core data concepts with clear, implementable relationships
• Guide data product delivery for data continuity and interoperability across GPB and adjacent verticals
• Design reusable, lifecycle-aware datasets for operational, analytical, risk, and regulatory use cases
• Develop cross-domain, consumer-focused data products for analytics and agentic AI
• Establish scalable modeling patterns to improve agility and reduce rework
• Enable Strategic Data Provisioning Services and ensure data decisions are driven by prioritized use cases
• Translate consumer needs into dataset definitions and semantic objects for operational and analytical use
• Partner with technology to deliver analytic and cross-domain data products through data mesh-aligned patterns
• Collaborate on semantic layer design for consistent business definitions and metrics
• Manage and develop a team of data architects, setting priorities and ensuring timely delivery of models and artifacts

Required qualifications, capabilities, and skills

• 8 years of proven ability to create data strategy, design data architecture, and/or drive data transformation through change initiatives in complex organizations
• Demonstrated ability to partner or consult with business product managers, process owners, and consumption stakeholders across front office, analytics, risk, regulatory, and controls
• Knowledge of the financial services client lifecycle (CRM, Party Master, Account Master, KYC, Onboarding, Relationship Maintenance)
• Track record working with technology teams to deliver data mesh capabilities, data products, semantic layers, and/or analytics
• People leadership capability, including direct management experience
• Expertise in domain modeling and scalable, lifecycle-aware data modeling, including conceptual and logical modeling, semantic consistency, and change-tolerant patterns

Preferred qualifications, capabilities, and skills

• Hands-on innovation using AI to improve product delivery, operations, and/or controls (preferred)
• Familiarity with party and account data management within financial services
• Ability to translate business outcomes and requirements into clear, implementable architecture and semantic designs
• Strong delivery orientation, including the ability to define roadmaps at the dataset and data product levels