Business Data Stewart

The Business Data Steward is responsible for the strategy, execution, and end-to-end management of the business data model.  The Business Data Steward is a pivotal role in governing the business data model including data glossary, standards, policies, and procedures. Collaborating with Journey Owners and Product Owners, the Business Data Steward is responsible to develop a framework to understand the levers that drive a successful data driven client, advisor and employee experience. He is also responsible to deliver in-depth analysis and recommendations to drive the data roadmap and to input into company-wide systems, generating incremental business value.

Key Accountabilities include:

Data Strategy, Data Glossary and Data Governance

• As Data Steward support and develop business data governance programs and activities for iA Private Wealth
• Working with partners, define and maintain metadata repositories (data dictionary, business glossary) and data classification process (identification of sensitive data) and business rules
• Support and help drive forward iA Private Wealth Data Governance policy and procedures
• Lead governance and oversight of LOB data management activities, such as identification of critical data and critical data elements, metadata management, data quality tasks and data retention and disposition
• Executing data management and reconciliation processes to protect the validity of iA Private Wealth data
• Review, facilitate and implement the ongoing development and improvement of data processes
• Work with business partners to monitor data quality and implement data policy standards
• Reduce data duplication/replication, streamline data flows and allow flexible access to business data
• Promote and abide by the data governance policy of iA Financial Group
• Govern and provide oversight of data under their stewardship, acting as a focal point for data governance
• Review, monitor and escalate data risks and issues and provide advice and support to business partners in development and implementation of action plans for issue resolution
• Deliver training, tools, and advice to support the governance and oversight of data

Operational Processes and Programs

• Establish, implement, and document governance processes for managing data, and build awareness on key data topics across iA Private Wealth
• Identify, analyze, and resolve data issues related to uniqueness, integrity, accuracy, consistency, and completeness to support business reporting requirements and contribute to group-wide projects, including technology and business projects, contributing innovative thinking and analysis
• Provide data governance expertise to support projects, ensuring projects meet required data governance and management policies and standards
• Ensuring appropriate controls and processes are in place, developed and maintained
• Review and recommend changes for standardization of position data integrity functions
• Report / escalate issues or identified process gaps
• Lead relationships with key business, enterprise and control partners providing data governance expertise, and leads on day-to-day data governance activities

Stakeholder Engagement & Communication

• Promote consistency, quality, integrity, and accessibility of shared data and information across iA Private Wealth
• Collaborate with stakeholders to identify opportunities to improve data accuracy and ensure that data owners are accountable for data quality
• Build awareness on key data topics, including facilitation of business alignment
• Develop materials and conduct training on data governance best practices

Skills & Qualifications

• 5+ years of relevant experience specifically in Wealth Management business data and over 10 years experience in a related field (Wealth management or Data Management)
• Solid understanding of data governance principles and an understanding of data risk and data management
• Good understanding of the Wealth Management industry trends and regulatory environment
• Planning and organizational skills with a strong ability to work in a fast-paced environment and manage multiple deadlines and priorities, ability to manage functional programs independently
• Experience with working in both a technical and business context is an asset; able to translate business concepts into easy-to-understand technical language
• A team player with the ability to work independently and as part of a larger team with a proven track record of delivering results by demonstrating the ability to take independent action
• An understanding of data architecture would be an asset
• Strong communication, effective writing and influencing skills
• Ability to deal with and influence individuals at all levels of the organization, along with vendors and consultants
• Bachelor's degree in a relevant field, such as Business Administration, Operations Management, or a related discipline.

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