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Director of Client Data

Northbound Executive Search, new york, ny, United States


A well-established global investment management firm offering a comprehensive suite of strategies across public and private markets, serving a diverse client base spanning institutional investors, financial intermediaries, and high-net-worth individuals worldwide.

This is a newly elevated, high-visibility leadership role sitting within the firm's broader Business Operations function. The Director of Client Data will serve as the firm's senior authority on all matters related to client data — setting the vision, building the infrastructure, and driving execution of a multi-year transformation agenda. This individual will be a key architect of how the firm captures, governs, and activates client data to generate meaningful business intelligence and deepen client relationships at scale.

Responsibilities

  • Define and champion a forward-looking client data strategy, partnering across Client Coverage, Analytics, Finance, Operations, and Technology to align stakeholders and drive execution
  • Architect and oversee the build-out of an integrated client data ecosystem, enabling a unified, 360-degree view of the firm's global client base
  • Design and embed a comprehensive data governance framework consistent with enterprise-wide standards, ensuring data integrity, accountability, and regulatory alignment
  • Drive a disciplined approach to evaluating, onboarding, and operationalizing new external and internal data sources
  • Oversee a portfolio of strategic initiatives from concept through delivery, with a strong emphasis on business process transformation and scalability
  • Act as a thought leader and trusted advisor to senior business leaders on data strategy, tooling, and organizational capability building
  • Build and steward a high-performing team — attracting, developing, and retaining top talent while fostering a culture of accountability and continuous improvement

Candidate Profile

  • 10–15+ years of senior leadership experience in client data strategy, analytics, or data governance within asset management or broader financial services
  • A strategic thinker with a demonstrated ability to translate complex business challenges into executable data-driven solutions — and to bring senior stakeholders along on the journey
  • Deep experience navigating large, matrixed organizations and delivering enterprise-scale programs with multiple workstreams and cross-functional dependencies
  • Broad exposure to global client channels — Institutional, Intermediary, and HNW — and familiarity with the full spectrum of investment vehicles including Mutual Funds, UCITS, ETFs, Separate Accounts, and Alternatives
  • Strong command of business intelligence frameworks, data architecture principles, and modern analytics tooling
  • An authentic, hands-on leader who leads by example, communicates with clarity and conviction, and thrives in a fast-moving, high-stakes environment

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