Senior Business Data Officer-Client & Account Data Transformation

The Client Lifecycle & Digitalization Department (CLD) resides as part of the Wholesale Clients Technology & Operations division within Global Banking and Investor Solutions.

CLD’s mission is to deliver a state-of-the art digital platform, targeting both users and clients in covering pre-trade, execution and post-trade activities. Additionally, our mission is to grow our internal client knowledge and deliver a user-friendly experience through the client lifecycle, while mitigating risk.

Within CLD in the Americas, the REF team (Referential and Regulatory & Tax data) oversees Referential Client Data, Regulatory & Tax Client Data and Data Quality initiatives across all of CLD.

We are undertaking a major transformation of our Account Management processes across Principal businesses. Today’s onboarding and account lifecycle workflows rely on multiple back-office systems BPS/Impact for Principal activities—combined with manual coordination, Excel templates, and unstructured email exchanges. This fragmentation creates operational inefficiencies and limits our ability to automate and scale.

The Senior Business Data Officer plays a critical role in the modernization of account management, onboarding, and client reference data processes.

This role combines Operations and data expertise, focusing on improving end to end account lifecycle workflows, strengthening data quality controls, and enabling scalable, digital, and compliant solutions.

Daily Operational Support

• Ensures accuracy, consistency, and control of client and account static data across core platforms.

• Supports BAU operations, issue resolution, and regulatory requirements.

Subject Matter Expertise (SME) Across Platforms

• Leads initiatives to replace fragmented, manual processes with structured data flows, standardized models, and automated controls.

• Serves as a central point of expertise for multiple back office systems.

Process Transformation & Optimization

• Analyzes onboarding, maintenance, and closure workflows to identify inefficiencies.

• Redesigns processes and transitions manual, email driven activities into structured, digital solutions.

Cross Functional Bridge & Delivery Owner

• Connects business, operations, technology, compliance, and vendors to translate complex needs into clear functional requirements.

• Owns delivery from analysis through go live, driving continuous improvement and strengthening account lifecycle governance.

Responsibilities:

Account Lifecycle & Process Transformation

• Analyze current account onboarding, creation, maintenance, and closure processes across multiple back office systems (BPS/Impact, AccountHub, Maestro, etc.).

• Identify operational inefficiencies, manual handoffs, unstructured data dependencies, and data quality risks.

• Redesign workflows to support standardized, digital, and scalable account lifecycle management.

• Support the migration from email, spreadsheets, and PDFs to structured data capture and workflow driven processes.

Data Quality, Controls & Referential Data Management

• Ensure accuracy, completeness, and consistency of client and account static data across all core systems.

• Maintain and enhance data quality controls, including periodic reviews, exception analysis, and remediation efforts.

• Lead and contribute to initiatives such as:

• Quality driven data reviews (e.g., Business address remediation)

• Reconciliation between systems (e.g., BPS vs. Maestro)

• Migration of manual and legacy controls into centralized data quality platforms (IDQ)

• Serve as a key contributor to data standardization and reference data harmonization efforts.

Systems, Integration & Platform Expertise

• Map account attributes requirements across product specific systems.

• Support the centralization of account data into AccountHub, the strategic account management platform.

• Partner closely with IT teams to define:

• Data models and attribute definitions

• Validation rules and business logic

• Integration flows and APIs

• Contribute to workflow orchestration initiatives, including:

• BOLT (Agency account lifecycle requests)

• OCTO (Principal account lifecycle requests)

Stakeholder & Vendor Collaboration

• Act as a bridge between Front Office, Operations, KYC/Onboarding, Compliance, Technology, and offshore teams.

• Lead workshops and requirement gathering sessions with internal teams and external vendors (e.g., Broadridge).

• Translate complex operational account management needs into clear functional specifications.

• Provide subject matter guidance to offshore teams, ensuring procedures are understood, followed, and consistently applied.

Delivery, Oversight & Leadership

• Drive initiatives from analysis through design, build, testing, and go live.

• Produce high quality documentation, including BRDs, functional specifications, data mappings, and SOPs.

• Support UAT planning and execution, ensuring solutions meet business, regulatory, and operational requirements.

• Provide ongoing oversight of BAU activities, issue escalation, and continuous process improvement.

• Mentor and guide team members, promoting knowledge sharing, training, and strong data discipline.