Cetera Financial Group · 20 hours ago
Managing Director, Head of Data
Dallas, TX, United States
Full-time
Onsite
Lead/Staff
$208K/yr - $280K/yrCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Head of Data is responsible for overseeing the data supply chain, ensuring high-quality data for analytics and business outcomes, and collaborating across teams to drive data strategy and governance.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Collaborate with the business to understand the key data needed to run the business
Identify authoritative sources collaboratively with data source owners and business teams
Develop a common vocabulary for key data across the firm collaboratively with the business teams and business teams
Develop and maintain data models for the central data repository collaboratively with IT, data source owners and business teams
Develop and maintain Transformation rules for data from source to and through central data models
Publish data inventory firmwide in a business consumable manner to enable self-service analytics
Create a Data Quality Program to ensure clean data is created at the authoritative source inside and outside the firm. This includes identification of tooling collaboratively with IT and owning the ratification, input and maintenance of data quality rules
Create and deploy a data quality tracking and issue remediation process collaboratively with the data source owners
Create a data quality risk tracking program to connect key data to the business impact of diminished data quality to. Use this to help prioritize data quality efforts and to ensure business awareness of impact
Establish a central corporate body consisting of every business unit and all data source owners to ensure firmwide alignment on changes to key data – data definitions, term names, target state quality and owners to begin
Ensure regulatory compliance, ethical use, and secure data access rights
Collaborate with CISO, CPO and others to develop and deploy mechanism ensuring all data satisfies applicable data and firm regulations, is stored and moves securely, is accessed by people who have approval to do so and is retained per firm standards
Develop and deploy a program to effectively manage all master data across firm including identification of Master Data, evaluation of existing tooling collaboratively with IT, development and maintenance of match rules, process for human remediation of data matching. Initial focus is on Mastering for creating high quality data in the central repository then synchronizing master data back to data sources
Partner with strategy, analytics, IT, and business teams to create cross functional processes that effectively deliver business outcomes to the firm
Monitor and maintain Quantifiable business outcomes enabled by improved data capabilities (e.g., cost savings, revenue uplift)
Lead and develop content for Management Committee and Board level discussions on your plan, risks and impact
Drive automation and agility in data processes to support evolving business needs
Qualification
Required
Proven success setting up from scratch and maturing data functions as defined above in regulated environments. This includes deep knowledge of developing and deploying the operating model for your team: skills, processes and tooling required
Expertise in authoritative source identification, data governance, data and technical architecture, data modeling, data quality, data security, data privacy, data retention and master data strategies
Strong executive presence with ability to influence at the C-suite level
Experience with modern data platforms, cloud technologies, and integration tools
Exceptional leadership, communication, and stakeholder management skills
Bachelor's degree in Finance, Information Systems, Computer Science, or related field (or equivalent experience)
Preferred
Financial services experience
Familiarity with CCPA and other state data regulations
Knowledge of emerging data technologies
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
Founded in 2010
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase