Senior Data Scientist – Wealth Management

JOB Description

Role Summary

The Senior Data Scientist is responsible for leading advanced analytics and AI initiatives in Wealth Management, transforming data into actionable insights that enhance investment decision making, client experience, and operational efficiency. The role combines deep quantitative expertise, Wealth Management domain knowledge, and applied AI/ML leadership to deliver scalable, compliant, and production grade solutions.

Key Responsibilities

Advanced Analytics & AI Leadership

• Design, develop, and deploy advanced analytical, machine learning, and AI models for Wealth Management use cases.
• Lead data science initiatives across areas such as:
• Portfolio construction & optimization
• Client segmentation & personalization
• Predictive analytics and behavioral insights
• Risk, suitability, and performance analytics
• Translate complex analytical outputs into clear business insights for senior stakeholders.

Wealth Management Enablement

• Partner with Wealth Management business, product, and advisory teams to frame high value analytics and AI use cases.
• Apply domain understanding across investment products, advisory workflows, and client lifecycle management.
• Support data driven decision making while addressing explainability, transparency, and trust requirements critical to Wealth platforms.

Data, Modeling & Experimentation

• Guide feature engineering, model selection, validation, and performance evaluation.
• Lead experimentation, hypothesis testing, and continuous model improvement.
• Ensure data quality, robustness, and scalability of analytical solutions.

Production & Governance

• Collaborate with Engineering, MLOps, and Platform teams to operationalize models reliably.
• Ensure alignment with regulatory, risk, data privacy, and responsible AI standards.
• Support model documentation, explainability, and audit readiness.

Team & Stakeholder Leadership

• Mentor junior data scientists and analysts, driving best practices and analytical rigor.
• Act as a trusted advisor to business, technology, and leadership stakeholders.
• Contribute to strategic analytics roadmaps and enterprise AI initiatives.

Required Skills & Experience

• 8–12+ years of experience in data science, advanced analytics, or quantitative roles.
• Strong experience applying ML/statistical models in large scale enterprise environments.
• Proven Wealth Management or Investment domain experience, including portfolios, advisory, or client analytics.
• Proficiency in Python/R and data science tools; strong statistical and analytical foundations.
• Experience working with large datasets, data platforms, and modern analytics pipelines.