Senior Principal Consultant - BNY Vault - Enterprise Data Strategy (Asset & Wealth Management)

Inabia Solutions and Consulting, Inc.

$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Technology, Engineering, or a related field
  • 15+ years of experience in consulting, enterprise data strategy, or business transformation within Financial Services
  • 7+ years of experience specifically in Wealth Management, Asset Management, or related fields
  • Proven track record advising senior executives on strategic transformation initiatives
  • Strong expertise in enterprise data products, operating models, and governance
  • Hands-on experience with BNY Vault or similar enterprise data platforms
  • Deep understanding of data aggregation, governance, distribution, and analytics capabilities

Responsibilities

  • Act as a trusted advisor to executive stakeholders on enterprise data strategy
  • Lead market assessments and benchmark enterprise data platforms against industry leaders
  • Identify strategic gaps and opportunities within current-state data capabilities
  • Define target-state data product vision and governance framework
  • Facilitate workshops and develop prioritized investment roadmaps
  • Create multi-year transformation plans aligned with business objectives
  • Translate insights from assessments into actionable business recommendations

Benefits

  • Opportunity to shape a market-leading data product vision
  • High-impact role with executive-level influence
  • Work within a leading Asset & Wealth Management organization
  • Engagement in strategic initiatives driving digital transformation
  • Access to professional development and growth opportunities
Full Job Description
Overview

Inabia is seeking a Senior Principal Consultant to advise executive leadership on defining a next-generation enterprise data platform and operating model within a leading Asset & Wealth Management organization. This high-impact strategic role will shape a market-leading data product vision comparable to industry solutions such as BNY Vault, driving competitive advantage, business growth, and digital transformation. The ideal candidate is a seasoned financial services strategist with deep expertise in enterprise data products, operating models, and executive-level advisory engagements.

Responsibilities
  • Act as a trusted advisor to executive stakeholders on enterprise data strategy and transformation initiatives.
  • Lead market assessments and benchmark enterprise data platforms, including BNY Vault and comparable industry-leading solutions.
  • Evaluate current-state capabilities and identify strategic gaps, opportunities, and key differentiators.
  • Define target-state data product vision, operating model, governance framework, and core business capabilities.
  • Facilitate executive workshops and develop strategic recommendations and prioritized investment roadmaps.
  • Create multi-year transformation plans aligned with business objectives and evolving market opportunities.
  • Translate insights from market-leading data platform assessments into actionable strategic business recommendations.

Key Qualifications
  • Bachelor's degree in Business, Finance, Technology, Engineering, or a related field.
  • 15+ years of consulting, enterprise data strategy, product strategy, or business transformation experience within Financial Services.
  • 7+ years of direct experience supporting Wealth Management, Asset Management, Custody, Asset Servicing, or Capital Markets organizations.
  • Proven track record advising senior executives on large-scale strategic transformation initiatives.
  • Strong expertise in enterprise data products, operating models, governance, and information services.
  • Direct hands-on experience with BNY Vault or a comparable enterprise data platform.
  • Deep understanding of enterprise data aggregation, governance, distribution, servicing, and analytics capabilities.

Preferred Qualifications
  • MBA or Master's degree strongly preferred.
  • Prior experience leading strategy consulting engagements for large financial institutions.
  • Knowledge of modern data architectures, cloud platforms, and data product management practices.

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