Job Description
Job Description Job Title: Client 360 Data Product Owner (Institutional & Wealth Clients, Private Markets)
Location: Boston, MA- Onsite 4 days/week
Salary Range: Up to $190,000 base + 0-40% bonus
Introduction We are seeking a highly skilled
Client 360 Data Product Owner to lead the vision, strategy, and execution of an institutional-grade Client 360 platform. This platform delivers a comprehensive view of institutional and wealth clients across private markets, enabling data-driven insights, enhanced client reporting, and scalable digital experiences. The ideal candidate will have deep experience in
data product management within
asset management or private markets , along with strong hands-on technical skills in
SQL and Python .
This hybrid role offers flexibility - with
18 remote workdays per quarter - and an opportunity to make a significant impact by transforming how client, investor, and account data is unified across the organization.
Required Skills & Qualifications - 7-12 years of experience leading data products, developing data strategies, or managing products within asset management, private markets, or financial services .
- Demonstrated expertise in SQL and Python for data validation and prototyping.
- Strong understanding of data governance, MDM, data models , and entity resolution .
- Proven ability to translate business goals into scalable, high-quality technical data requirements .
- Deep fluency in private markets - including LP/GP structures, fund vehicles, evergreen products , and client reporting .
- Bachelor's degree in Computer Science, Engineering, Finance , or a related field (or equivalent experience).
- Excellent communication skills with the ability to collaborate across technical and commercial teams.
- Authorized to work in the U.S. without sponsorship.
Preferred Skills & Qualifications - Experience with Salesforce, Kurtosys, DealCloud, or eFront integrations.
- Hands-on familiarity with agile methodologies such as Scrum or Kanban.
- Strong commercial mindset - able to connect data features to client value and business outcomes.
- Track record of driving operational excellence and continuous improvement .
Day-to-Day Responsibilities - Lead the Client 360 product vision and roadmap aligned with the firm's growth strategy.
- Define and prioritize features and data domains to unify client, investor, and account data .
- Manage agile delivery , including product backlogs, release plans, and iteration cycles.
- Use SQL and Python to interrogate datasets, validate requirements, and support backlog refinement.
- Translate business needs into technical requirements ensuring scalability, data quality, and performance.
- Collaborate with Data Engineering, Product, Platform, and commercial teams to deliver business value.
- Define and maintain data models for clients, investors, vehicles, and relationships.
- Integrate Client 360 with core platforms to support client reporting and digital experiences.
- Promote a data-driven culture , ensuring Client 360 becomes the firm's single source of truth . Company Benefits & Culture
- Competitive salary with performance-based bonuses (up to 40%) .
- Hybrid flexibility - 18 remote days per quarter for work-life balance.
- Collaborative and growth-focused culture with a strong emphasis on innovation.
- Comprehensive health, dental, and vision benefits.
- Retirement savings plan and wellness programs.
- Professional development and learning opportunities.
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The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
Job Tags
Remote work,