Senior Data Steward

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.

The Opportunity

AssetMark is seeking a Senior Data Steward to drive the success of critical enterprise data domains across our technology and business ecosystem. In this senior role, you will own the stewardship strategy, governance, quality, and lifecycle management of key data domains while partnering closely with Product, Engineering, Analytics, Operations, Compliance, and Business leaders. Acting as a Data Product Manager, you will define stewardship roadmaps, establish domain priorities, and lead cross-functional initiatives that improve the quality, accessibility, trustworthiness, and business value of enterprise data. You will operate at both strategic and execution levels, ensuring data assets are managed as products that support business outcomes, regulatory compliance, operational efficiency, and advisor success.

Key Responsibilities

Data Strategy & Roadmap:

• Own data & stewardship strategies with full strategic accountability

• Define and maintain data roadmaps aligned with business priorities and enterprise data strategy
• Lead cross-functional teams to deliver complex data product initiatives
• Ensure engineering teams are productively deployed and aligned with strategic objectives
• Contribute actively to enterprise data governance strategy, operating model evolution, and cross-domain initiatives

Data Governance & Execution

• Own assigned data domains as enterprise data products, balancing business value, quality, risk, compliance, and operational efficiency
• Define and maintain critical data elements, business definitions, governance standards, metadata, lineage, and data quality requirements for assigned domains
• Develop and execute domain stewardship roadmaps aligned with business priorities, regulatory requirements, and enterprise data strategy
• Partner with Product, Engineering, Architecture, Analytics, and Business teams to embed governance, quality, and ownership requirements into platforms, processes, and solutions
• Drive implementation and adoption of automated data quality controls, monitoring capabilities, metadata management, and data governance tooling
• Establish and monitor domain-level KPIs, quality metrics, controls, and remediation processes to improve trust, usability, and business outcomes
• Lead resolution of complex data quality, integrity, and ownership issues by conducting root-cause analysis and coordinating cross-functional remediation efforts
• Leverage data profiling, analytics, and business insights to identify opportunities for improving data quality, usability, discoverability, and operational effectiveness
• Ensure compliance with enterprise data policies, governance standards, regulatory requirements, and risk management practices, partnering with Compliance, Risk, and Audit teams as needed
• Continuously improve stewardship processes, governance operating models, and domain maturity through scalable, measurable, and business-focused practices

Stakeholder & Ecosystem Engagement

• Serve as the primary steward and trusted advisor for assigned data domains
• Facilitate governance forums, working groups, and decision-making sessions
• Drive alignment across business and technology organizations regarding data definitions, standards, policies, and ownership
• Champion enterprise data literacy and promote adoption of stewardship practices throughout the organization
• Develop deep understanding of upstream and downstream business processes, systems, and data consumers.

Leadership & Communication

• Lead through influence, building consensus and driving accountability across teams without direct authority

• Mentor and develop junior data stewards, providing feedback and building team capabilities

• Communicate effectively with audiences ranging from technical teams to executive leadership
• Translate complex data concepts into actionable business recommendations.
• Contribute to hiring, onboarding, and capability development within the Data Stewardship function

Knowledge, Skills, Abilities

• Proven ability to define and execute data strategies for complex enterprise data domains
• Deep understanding of data governance frameworks, data management principles, data quality, data protection principles
• Experience managing data as a product, including prioritization, stakeholder alignment, roadmap development, and outcome measurement
• Strong analytical and problem-solving capabilities with the ability to leverage data to drive decisions
• Excellent stakeholder management and communication skills across all organizational levels.
• Strong SQL and data analysis skills with the ability to investigate complex data issues
• Understanding of financial services, wealth management, regulatory environments, and data-related risk management
• Ability to balance strategic thinking with hands-on execution and operational excellence.

Education & Experience

• Bachelor’s degree in Business, Data Science, Computer Science, Information Management, Finance, or related field
• 5–8 years of experience in Data Stewardship, Data Governance, Data Management, Business Analysis, Product Management, or related disciplines
• Experience within wealth management, financial services, fintech, or highly regulated industries preferred
• Experience owning or managing critical business data domains or data products
• Strong background partnering with business, product, and technology teams to implement governance solutions
• Experience mentoring junior team members and influencing organizational change.

Compensation: The Base Salary range for this position is between $115,000-$135,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

   

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.