Client Data Analyst Jobs
Client Data Analyst jobs are open across financial services, healthcare, retail, and technology, from entry-level and junior roles to senior and lead positions, with specializations in customer analytics, reporting, and data quality management. Scan the live roles below and apply to whichever ones fit.
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About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data allowing for better measure, analytics, reporting, and self-service capabilities. The Product Owner translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity.
The Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and makes explicit decisions about what should be delivered, when, and why it matters. Technology partners are accountable for how solutions are designed, built, supported, and sustained.
RESPONSIBILITIES
Product Vision, Strategy & Prioritization
- Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
- Partner with the Wealth and Institutional Product Owners to understand where workflows, data needs, analytical use cases, and operating requirements are shared and where they materially differ. Translate those needs into scalable horizontal data and analytics capabilities, balancing standardization, reusability, and platform value while avoiding unnecessary duplication or vertical-specific solutions.
- Establish product objectives, success measures, and decision principles that make priorities and trade-offs transparent.
- Translate business priorities into a sequenced roadmap focused on measurable business outcomes. Own backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
- Consider cross-product, platform, data, and operating-model implications when setting direction and priorities, and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
- Make clear decisions to proceed, defer, reshape, or decline requests, and explain the evidence and trade-offs behind those decisions.
- Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
Stakeholder Management & Adoption
- Serve as the primary product representative for business stakeholders and technology delivery teams.
- Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
- Drive adoption, stakeholder engagement, and realization of business value.
- Maintain explicit cross-product handoffs and prevent the product from duplicating capabilities owned elsewhere.
Backlog, Requirements & Delivery
- Own and maintain a healthy, prioritized, and sufficiently refined product backlog that translates strategy and discovery findings into clear, well-scoped work ahead of planning.
- Lead product decision-making and actively participate in backlog refinement, release planning, and relevant delivery ceremonies in partnership with engineering, design, and delivery leads.
- Serve as the primary product decision-maker during delivery, responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade-offs when constraints or new information emerge.
- Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with the appropriate owners to resolve or escalate them.
- Remain accountable after launch for evaluating product performance, identifying adoption barriers, and translating evidence into product decisions and prioritized improvements.
Workflow Transformation, Data & Technology
- Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI capabilities.
- Act as a self-sufficient builder with AI, using available tools to prototype, test, and refine workflow improvements while engaging technology SMEs when solutions require scale, controls, or deeper technical expertise.
- Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
- Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
Product Judgment, Stakeholder Alignment & Adoption
- Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
- Within the assigned product scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
- Ensure affected stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
- Coordinate with the appropriate owners to address launch readiness and adoption needs. Connect work across functions and remain accountable for product outcomes without assuming ownership for every downstream activity.
- Use the stated product boundary to resolve overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.
WHAT SUCCESS LOOKS LIKE
- Product direction, boundaries, decision rights, priorities, and trade-offs are clear and aligned with Client Platform strategy and the target operating model.
- Delivery teams have clear, refined work, timely product decisions, and early visibility into risks and dependencies, resulting in predictable delivery and limited avoidable rework.
- Workflow improvements use process change, technology, data, automation, and AI where they provide meaningful value and can be implemented and governed responsibly.
QUALIFICATIONS
Experience
- 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
- Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
- Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption.
- Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
- Working knowledge of technology, data, automation, and AI capabilities, with the judgment to select and apply them appropriately in a regulated environment.
- Demonstrated experience relevant to: CRM data strategy, KPI frameworks, and data-product portfolio management; Data governance, definitions, lineage, provenance, and controls; Data acquisition, integration, harmonization, and monitoring; Data quality, reconciliation, observability, and issue management.
Leadership Competencies
- Strong product judgment and outcome orientation, including the ability to distinguish user problems from requested solutions and stakeholder input from product priority.
- Comfort with ambiguity and the ability to propose a practical initial direction, test assumptions, and adjust based on evidence.
- Ability to make transparent trade-offs, defend product decisions constructively, and influence senior and cross-functional stakeholders.
- Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post-launch evaluation.
- Strong partnership with engineering and design, supported by enough technical, data, and workflow understanding to make informed scope decisions.
- Ability to build alignment through clear problem framing, evidence, transparent trade-offs, and timely decisions across senior and cross-functional stakeholders.
- Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
- Ability to operate across product boundaries while preserving clear accountability for this product’s outcomes and avoiding duplicate ownership.
Education
- Bachelor's degree required. Advanced degree and/or relevant professional qualification preferred.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
EUR 85,000-175,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Product Owner, Client Data & Analytics, is accountable for the product vision, roadmap, prioritization, and measurable outcomes for trusted, governed, and reusable Client Platform data allowing for better measure, analytics, reporting, and self-service capabilities. The Product Owner translates Client Platform strategy and the target operating model into a clear product direction and sequenced backlog grounded in user needs, business outcomes, risk, dependencies, and delivery capacity.
The Product Owner leads continuous discovery, defines the problems and outcomes the product will address, and makes explicit decisions about what should be delivered, when, and why it matters. Technology partners are accountable for how solutions are designed, built, supported, and sustained.
RESPONSIBILITIES
Product Vision, Strategy & Prioritization
- Define and evolve a product vision and outcome-oriented roadmap aligned with Client Platform strategy and the target operating model.
- Partner with the Wealth and Institutional Product Owners to understand where workflows, data needs, analytical use cases, and operating requirements are shared and where they materially differ. Translate those needs into scalable horizontal data and analytics capabilities, balancing standardization, reusability, and platform value while avoiding unnecessary duplication or vertical-specific solutions.
- Establish product objectives, success measures, and decision principles that make priorities and trade-offs transparent.
- Translate business priorities into a sequenced roadmap focused on measurable business outcomes. Own backlog ordering, sequencing, and capacity-allocation trade-offs within the assigned scope.
- Consider cross-product, platform, data, and operating-model implications when setting direction and priorities, and coordinate decisions affecting shared capabilities, journeys, or enterprise platforms.
- Make clear decisions to proceed, defer, reshape, or decline requests, and explain the evidence and trade-offs behind those decisions.
- Partner with business stakeholders and technology partners to align capabilities with future-state workflows.
Stakeholder Management & Adoption
- Serve as the primary product representative for business stakeholders and technology delivery teams.
- Build alignment across other Product Owners in the Client, Infrastructure, and Investment Platforms.
- Drive adoption, stakeholder engagement, and realization of business value.
- Maintain explicit cross-product handoffs and prevent the product from duplicating capabilities owned elsewhere.
Backlog, Requirements & Delivery
- Own and maintain a healthy, prioritized, and sufficiently refined product backlog that translates strategy and discovery findings into clear, well-scoped work ahead of planning.
- Lead product decision-making and actively participate in backlog refinement, release planning, and relevant delivery ceremonies in partnership with engineering, design, and delivery leads.
- Serve as the primary product decision-maker during delivery, responding promptly to questions, clarifying requirements, and making timely scope and sequencing trade-offs when constraints or new information emerge.
- Surface dependencies, delivery risks, data constraints, and operating-model impacts early, working with the appropriate owners to resolve or escalate them.
- Remain accountable after launch for evaluating product performance, identifying adoption barriers, and translating evidence into product decisions and prioritized improvements.
Workflow Transformation, Data & Technology
- Evaluate workflows for opportunities to simplify, standardize, redesign, automate, or enable work through fit-for-purpose technology, data, automation, and AI capabilities.
- Act as a self-sufficient builder with AI, using available tools to prototype, test, and refine workflow improvements while engaging technology SMEs when solutions require scale, controls, or deeper technical expertise.
- Compare solution options using expected value, user impact, feasibility, risk, controls, data readiness, total cost of ownership, and long-term maintainability.
- Apply shared ownership rules for data, analytics, content, workflow automation, governance, and authoritative source information when shaping requirements.
Product Judgment, Stakeholder Alignment & Adoption
- Exercise independent product judgment within the agreed strategy, product boundaries, governance, and decision rights.
- Within the assigned product scope, order the backlog, recommend roadmap changes, make delivery-level scope trade-offs, and accept or reject delivered work against agreed criteria.
- Ensure affected stakeholders have useful visibility into what is changing, when it is changing, why it matters, and what readiness or adoption actions are needed.
- Coordinate with the appropriate owners to address launch readiness and adoption needs. Connect work across functions and remain accountable for product outcomes without assuming ownership for every downstream activity.
- Use the stated product boundary to resolve overlap and escalate unresolved decision-right questions before they create duplicate roadmaps or delivery work.
WHAT SUCCESS LOOKS LIKE
- Product direction, boundaries, decision rights, priorities, and trade-offs are clear and aligned with Client Platform strategy and the target operating model.
- Delivery teams have clear, refined work, timely product decisions, and early visibility into risks and dependencies, resulting in predictable delivery and limited avoidable rework.
- Workflow improvements use process change, technology, data, automation, and AI where they provide meaningful value and can be implemented and governed responsibly.
QUALIFICATIONS
Experience
- 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
- Experience defining product strategy, roadmaps, backlogs, requirements, and success measures for products, platforms, or workflow capabilities.
- Demonstrated ability to lead product discovery, translate user and business needs into clear priorities, and move initiatives from problem definition through delivery and measurable adoption.
- Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in Agile or iterative delivery environments.
- Working knowledge of technology, data, automation, and AI capabilities, with the judgment to select and apply them appropriately in a regulated environment.
- Demonstrated experience relevant to: CRM data strategy, KPI frameworks, and data-product portfolio management; Data governance, definitions, lineage, provenance, and controls; Data acquisition, integration, harmonization, and monitoring; Data quality, reconciliation, observability, and issue management.
Leadership Competencies
- Strong product judgment and outcome orientation, including the ability to distinguish user problems from requested solutions and stakeholder input from product priority.
- Comfort with ambiguity and the ability to propose a practical initial direction, test assumptions, and adjust based on evidence.
- Ability to make transparent trade-offs, defend product decisions constructively, and influence senior and cross-functional stakeholders.
- Strong delivery discipline, including timely decisions, clear requirements, active risk management, and accountability through release and post-launch evaluation.
- Strong partnership with engineering and design, supported by enough technical, data, and workflow understanding to make informed scope decisions.
- Ability to build alignment through clear problem framing, evidence, transparent trade-offs, and timely decisions across senior and cross-functional stakeholders.
- Ability to balance strategic thinking, disciplined execution, user experience, controls, and long-term product sustainability.
- Ability to operate across product boundaries while preserving clear accountability for this product’s outcomes and avoiding duplicate ownership.
Education
- Bachelor's degree required. Advanced degree and/or relevant professional qualification preferred.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
EUR 85,000-175,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Client Data Analyst Jobs by Experience Level
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Find Client Data Analyst JobsClient Data Analyst Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in client data analyst jobs.
- Proficiency in SQL for querying and transforming relational databases
- Experience building dashboards or reports in Tableau, Power BI, or a similar tool
- Bachelor's degree in statistics, mathematics, business, or a related field
- Ability to present data findings clearly to non-technical client stakeholders
- Familiarity with Excel or Google Sheets for ad hoc client reporting and data validation
- Experience working with CRM data, customer datasets, or account-level metrics
Tips for Your Client Data Analyst Job Search
Tailor your resume to client-facing metrics
Hiring managers for client data analyst roles want to see outcomes tied to client retention, satisfaction scores, or revenue impact. Replace generic phrases like 'analyzed data' with specifics: which client segment, which metric moved, and by how much.
Highlight your SQL and BI tool proficiency
Most job listings for client data analysts require hands-on SQL and at least one visualization tool. Call out the specific tools you've used, the size of datasets you've queried, and any dashboards you built that stakeholders used directly.
Apply early to roles that fit
Migrate Mate lists client data analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by industry to sharpen your search
Client data analyst work differs sharply across industries. Financial services roles often emphasize compliance and cohort reporting, while e-commerce roles prioritize funnel and behavioral analytics. Targeting industries where you already have domain knowledge gets your resume further.
Prepare a sample client report for interviews
Many client data analyst interviews include a take-home exercise or live case study built around translating raw data into a client-ready deliverable. Bring a sanitized example of a report or dashboard you've produced for a real client or stakeholder to show your communication style.
Negotiate scope before you negotiate salary
Before accepting an offer, clarify which clients you'll support, the size of the data infrastructure you'll work in, and whether the role sits closer to engineering or to account management. These variables affect your day-to-day far more than the job title.
Client Data Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most client data analysts?
The companies hiring the most client data analysts right now include Socure, HarbourVest, and JPMorganChase, with the largest share of openings in Texas, New York, and Massachusetts, based on current listings on Migrate Mate as of November 2026. Financial services firms, healthcare networks, and retail analytics teams tend to post the highest volume of these roles.
How many client data analyst jobs are remote?
About 86% of client data analyst openings are fully remote or hybrid as of November 2026, reflecting strong demand for flexible arrangements in this role. Reporting and dashboard-focused positions tend to be the most remote-friendly, while roles that require direct client calls or on-site presentations are more likely to require at least partial in-office presence.
How do you become a client data analyst?
Start by building proficiency in SQL and at least one data visualization tool, since those skills appear in nearly every job listing. Develop experience translating data into clear, client-facing summaries through coursework projects, freelance work, or internal reporting roles. A degree in a quantitative or business field strengthens your application, and domain knowledge in your target industry, whether financial services, healthcare, or retail, helps you stand out against candidates with similar technical backgrounds.
Can I get a client data analyst job with little experience?
Yes, entry-level client data analyst roles exist and often emphasize aptitude and communication skills over years of experience. Build a portfolio of two or three projects that show you can pull data, find a meaningful pattern, and explain it clearly to a non-technical audience. Apply to roles at mid-size companies or agencies, where analysts often get broader exposure earlier, and be prepared to show work samples rather than just listing tools on your resume.
What does the client data analyst interview process look like?
Most client data analyst interviews include a recruiter screen focused on your background and tool experience, followed by a technical round where you write SQL queries or interpret a dataset live. Many employers also include a case study or take-home exercise that simulates producing a client-ready report. A final round often involves a conversation with a client-facing team lead who evaluates how clearly you communicate findings to non-technical stakeholders.
Where can I find and apply to client data analyst jobs?
You can find and apply to client data analyst jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the roles available, find the ones that match your experience and target industry, and apply directly to each listing that fits.
See All 11 Client Data Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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