The Company
YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research proposal generation and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list a testament to our sustained growth strong culture and industry-wide impact. Thousands of leading RIAs asset managers and broker-dealers use YCharts to turn data into decisions insights into action and client conversations into growth.
The Position
The Director Head of Data Products will drive the strategic direction execution and ongoing management of our data products and strategy. This leader will oversee how data is sourced structured governed delivered and leveraged across products and client workflows. The role includes responsibility for third-party data partnerships internally derived datasets data architecture coordination and delivering market-ready data offerings.
Key Responsibilities
- Define and execute the companys forward-looking data strategy.
- Lead evaluation negotiation and management of third-party data licensing relationships.
- Oversee data acquisition normalization quality assurance and governance processes.
- Develop and maintain data products including feeds APIs derived calculations scores and analytics.
- Partner with Engineering teams to build scalable data infrastructure and pipelines.
- Own client-facing data integration capabilities including imports uploads and external system connectivity.
- Manage and grow the Data Products team by developing talent and driving accountability.
- Collaborate cross-functionally with Engineering Product Marketing Sales and Customer Success.
Qualifications & Experience
- Demonstrated success leading data or data-adjacent product teams.
- Hands-on experience evaluating and integrating third-party financial datasets.
- Experience working with financial data delivery methods (API FTP/SFTP data warehouses vendor MCPs).
- Proven ability to create or refine derived analytics (metrics portfolios scoring frameworks calculations etc.).
- Strong collaboration skills with Engineering teams.
- Financial data domains: Equities Funds Financial Statements Fixed Income Indexes Portfolios Economic data Private Markets Alternatives.
- Understanding of core database concepts and modern data platforms.
- Familiarity with the financial data provider landscape (e.g. S&P Morningstar LSEG MSCI ICE Nasdaq EDI).
- 10 years of experience in financial data analytics investment research or related fields.
- 3 years of leadership or team management experience.
- Strong analytical strategic planning and communication skills.
Benefits & Perks
- 100% employer-paid health dental and vision insurance.
- 401(k) match to support your financial future.
- Opportunities for internal mobility and cross-functional collaboration.
- Flexible time off vacation days sick days and a celebration day.
- Paid parental leave to support work-life balance.
- Professional development stipend to help you grow in your career.
- Hybrid work schedule with flexibility to work both in-office and remotely.
- Summer hours so you can enjoy more sunshine.
- A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year.
- Recognition programs to celebrate contributions and milestones.
- Modern centrally located offices stocked with premium snacks coffee beverages and weekly lunch credits to fuel your day.
- Regular team events celebrations and company-wide gatherings that keep our culture connected and collaborative.
Compensation
At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements: the Total Cash Compensation range is $150k - $250k USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts
YCharts is more than a fintech companywere a team driven by curiosity collaboration and people-first leadership. We believe innovation thrives in an environment where ideas are heard growth is supported and impact is measurable.
Our award-winning culture reflects that commitment:
- Inc. 5000 Fastest Growing Companies (nearly a decade running)
- Crains Best Places to Work in Chicago
- Inc. Best Places to Work
- Built In Chicago Best Places to Work
- American Banker Best Fintechs to Work For
At YCharts youll do meaningful work grow alongside a talented team and see the results of your impact every day.
YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.