The Planet Group

Job Description

Job Title: Client 360 Data Product Owner (Institutional & Wealth Clients, Private Markets)

Location: Hybrid, onsite 4 days/week

Contract length: 6 months

Schedule: Fulltime, M-F

Salary: up to $190,000 (0-40% bonus), DOE

Position Overview:

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. We are building an institutional-grade Client 360 platform to deliver a comprehensive view of our institutional and wealth clients across private markets. This platform will enhance how we report to clients, deliver digital experiences, support fundraising efforts, and provide investment insights. We work closely across Investor Relations, Client Operations, Marketing, Distribution, and Data Engineering to build, deliver, and scale Client 360 — making it a key differentiator in our client's growth strategy.

Ideal Candidate Profile:

• Demonstrable ability to transform raw data into trusted, authoritative client-master and activity datasets.
• Sophisticated expertise in SQL for querying, analyzing, and crafting large datasets; proficiency in Python is highly desirable.
• Solid grasp of private markets' investing, including LP/GP structures, fund vehicles, and client reporting needs.
• Experience with agile product management methodologies such as Scrum or Kanban.

Responsibilities:

• Lead the Client 360 product vision and roadmap, aligning with our client's institutional and wealth growth strategy.
• Define and prioritize features and data domains to unify client, investor, and account data across the firm.
• Lead agile delivery, managing product backlogs, release plans, and iterative development cycles.
• Translate business goals into technical requirements, ensuring scalability, data quality, and performance.
• Use SQL and Python to interrogate data sets, validate requirements, and support hands-on backlog refinement.
• Serve as the main liaison between Data Engineering, Product, Platform, and commercial team members.
• Gather and transform client-facing needs into actionable data product specifications.
• Define and lead data models for clients, investors, vehicles, and relationships within the private markets' context.
• Integrate Client 360 with platforms like Salesforce, Kurtosys, DealCloud, and eFront to support reporting and digital experiences.
• Promote cross-functional collaboration and data-driven decision-making, ensuring Client 360 becomes the firm’s single source of truth.
• What you bring to the table...
• Knowledge/Skills/Abilities:
  • Demonstrated expertise in coordinating data product ownership, data strategy, or product management in the realms of asset management, private markets, or financial services.
  • Strong proficiency in SQL and Python for data validation and prototyping.
  • Deep understanding of data governance, MDM, data models, and entity resolution.
  • Commercial mindset: Ability to connect data features to client value, distribution growth, and business outcomes.
  • Private markets fluency: Understanding of LP/GP structures, fund vehicles, evergreen products, and client reporting requirements.
  • Ability to translate business needs into scalable, high-quality technical data product requirements.
  • Strong stakeholder communication and cross-functional collaboration skills.
  • Skill in agile techniques and leading all aspects of backlogs.
  • Critical thinking with a focus on operational excellence and continuous improvement.
• Required Experience:
  • 7–12 years of experience in leading all aspects of data products, developing data strategies, or running products within asset management, private markets, or financial services.
• Preferred Experience:
  • Bachelor’s degree in Computer Science, Engineering, Finance, or a related field — or equivalent experience.

The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org or .jobs.

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.