Chief Data Officer

Position Summary: The Chief Data Officer will define and execute the firm’s enterprise data strategy, affirming data as a practical actionable asset to drive advisor productivity, client outcomes, and business growth.  Reporting to the Chief Operating Officer, this leader partners closely across business and support areas and owns the firm’s data agenda, including priority use cases, data platforms, and governance. This person ensures data capabilities translate into measurable business impact  and treats data as a business asset with clear ownership, accountability, and value to the firm.  The CDO oversees data governance, engineering, and analytics to deliver a unified view of client and business data.  What you are good at: Leadership: building and developing high-performing data and analytics teams  Influence: partnering across business, technology, and field leadership to drive adoption  Strategy: defining practical data priorities tied to our growth agenda and targeted business outcomes  Data management: establishing governance, quality standards, and scalable architecture  Execution: translating data initiatives into usable tools and insights  Responsibilities:  Enterprise data strategy  Defines and owns the firm’s data agenda, including priority data initiatives and use cases  Aligns data strategy and investments to business priorities, including recruiting, organic growth, and scalability  Ensures data investments have measurable outcomes and clear returns on investment  Establishes a unified view of core data domains (e.g., clients, households, accounts, positions) across platforms  Prioritizes high-impact use cases that drive adoption and business value   Data governance and quality  Establishes ownership, standards, and definitions for core data domains  Defines data ownership across business and technology teams, ensuring accountability for definitions, quality and usage  Implements a clear data operating model, outlining how and when teams engage the data organization  Serves as central coordination point for enterprise data efforts, including vendor platform implementations, software development projects, analytics initiatives, and data requests  Ensures data quality, integrity, and accessibility across key systems  Implements governance that improves consistency while enabling speed of delivery  Drives adoption of governance tools and processes (e.g., catalog, lineage, stewardship)  Ensures compliance with regulatory requirements and manages data-related risks    Data architecture and platform  Oversees and enhances the firm’s data stores (e.g., warehouse) as core repositories for enterprise data  Ensures integration across systems such as CRM, custody, planning, and operational data stores  Drives modular API-first strategy that reduces data sprawl across systems  Partners with technology teams to embed data in applications and workflows  Improves data flows to reduce fragmentation and manual processes  Data standards and tooling  Establishes front-to-back standards for industry-leading data, reporting, and analytics tools  Rationalizes and streamlines business intelligence and analytics platforms to reduce fragmentation  Drives convergence toward a focused set of tools with clear use cases and minimal overlap  Ensures consistent definitions and reporting logic across the organization   Analytics and insights  Partners with FP&A to deliver dashboards supporting financial and business decision-making  Delivers actionable insights to improve advisor productivity and client engagement  Develops reporting that is trusted, usable, and aligned with business needs   Client and advisor enablement  Embeds data and insights into advisor and business workflows  Supports client segmentation, personalization, and book analytics  Drives adoption and holds business partners accountable for usage   Execution and performance management  Owns business outcomes and value realization for data initiatives  Defines success metrics and tracks impact on business performance  Allocates resources to highest-priority initiatives   Leadership and capability building  Builds and develops high-performing data and analytics teams with deep business expertise  Increases data literacy across organization through practical enablement  Oversees sourcing, integration, and effective management of external data  Manages relationships with external vendors and data providers   Qualifications and experience: Bachelor’s degree in technology, data, or business; advanced degree preferred  15+ years of experience in data, analytics, or technology within financial services  Wealth management experience preferred, other financial services experience will be considered Proven ability to build and scale business-focused data capabilities  Experience with enterprise data warehouses and modern data tools and platforms (e.g., Power BI, Tableau, Snowflake, etc.) Strong understanding of governance, architecture, and analytics ecosystems  Experience rationalizing tools and establishing standards  Experience driving adoption in a decentralized or advisor-led environment  Familiarity with regulatory and compliance considerations  Experience partnering with FP&A and technology teams on report and system implementation  Demonstrated ability to deliver measurable outcomes  Prior people management experience, including recruitment and retention of top data talent  Ability to work 3 days a week in Philadelphia office Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.