Data Manager – Clients Department

Location: Edinburgh

Job Title

Department

Data Services-BG-UK

Overview of Department

The Clients Department supports the firm’s relationships with clients by ensuring colleagues have the information, processes and tools required to deliver an excellent and consistent client experience.

Improving how client data is defined, managed and used is an important part of developing these capabilities. This role will help strengthen confidence in client information, reduce operational risk and manual effort, and establish scalable data capabilities that can evolve alongside changing client, business and regulatory requirements.

Purpose of Role

We are looking for a Data Manager to help shape how data is managed, understood and used across our Clients Department.

This role will take ownership of the data that supports client servicing, reporting, analysis and decision-making, ensuring that it is accurate, well understood and used consistently across internal and third-party platforms.

You will work closely with colleagues across Clients, Investments, Operations, Technology and Data Services to establish clear ownership, definitions and standards for client data, improve data quality and reduce unnecessary manual processes.

The role will also help shape the longer-term data capabilities required by the Clients Department, identifying opportunities to improve how information is managed, accessed and used as client and business needs evolve.

Responsibilities

• Own and manage client data, defining what data is required, how it should be used and who is accountable for it.
• Establish clear definitions, hierarchies, classifications and standards for client data in partnership with data owners and stakeholders across the firm.
• Ensure data used for client servicing, reporting, analysis and decision-making is accurate, consistent and appropriate for its intended purpose.
• Identify and resolve data quality issues, establishing appropriate controls, processes and ownership to prevent recurrence.
• Work across Clients, Investments, Operations and Technology to improve the consistency of data across internal and third-party platforms.
• Maintain clear documentation covering key client data, including its definitions, sources, ownership, processes and controls.
• Develop an understanding of the department’s long-term data and information requirements and identify opportunities to simplify processes and improve capabilities.
• Act as a subject matter expert and, where appropriate, product owner for tools and capabilities supporting the management, access and analysis of client data.
• Support change initiatives and embed effective data management and governance practices, providing guidance and training to colleagues.
• Your knowledge and experience: