Senior Director, Data Management (Investment Operations)

At Harris the true value of what makes us successful is found in our people. It is our unique mix of cultures experiences beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate nurture and amplify an unparalleled environment where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.

Therefore we encourage ALL interested individuals to submit their applications even if they do not meet every requirement outlined in the job description.

Position Summary:

The Senior Director Data Management is responsible for the strategic direction governance and operational oversight of the firms master data management functions including the Security Data Management and Account Services teams.

Reporting to the Chief Operating Officer the Senior Director will define and execute a forwardlooking data management strategy aligned with the firms evolving operating model and outsourced service framework. This role will strengthen data governance enhance operational controls modernize processes and elevate data capabilities to support investment professionals distribution client service and executive leadership.

This role ensures the integrity governance and effectiveness of security master data pricing corporate actions proxy voting market data administration client master data and account reference data across core systems such as security and price reference data management (Eagle) CRM (Salesforce) order management systems (CRD) and other investment platforms.

The Senior Director will be a key partner across Trading Investment Operations Technology Compliance Legal and Client Service to ensure data accuracy consistency scalability and regulatory compliance across the enterprise.

Responsibilities:

Strategic Leadership & Data Management

• Define and execute the firms master data management strategy aligned with business growth and operational scalability.
• In partnership with Data Ops establish and maintain a comprehensive data governance framework including data ownership controls stewardship quality standards and escalation protocols.
• Develop enterprisewide data policies procedures and standards covering security master pricing corporate actions market data and client/account reference data.
• Lead continuous improvement initiatives to enhance data quality automation transparency and reporting capabilities.
• Serve as the senior escalation point for material data issues impacting investment operations reporting client service or regulatory obligations.

Operational excellence & Risk Management

• Strengthen internal controls reconciliation processes and supervisory frameworks across both teams.
• Partner with Compliance and Legal to ensure data processes meet regulatory requirements (e.g. SEC global regulatory obligations privacy as applicable)
• Identify operational risks and implement mitigation strategies
• Establish KPIs and metrics to monitor data quality timeliness and overall operational performance.
• Drive automation and process optimization to reduce manual intervention and minimize operational risk.

Technology & Vendor Partnerships

• Partner closely with Technology to prioritize and implement data architecture enhancements.
• Lead business input for system upgrades integrations and workflow automation initiatives.
• Maintain executivelevel oversight of key data vendors and outsourced service providers.
• Ensure vendor performance aligns with contractual SLAs and business expectations.

Leadership & Talent Development

• Lead and develop highperforming teams across Security Data Management and Account Services fostering a culture of accountability data stewardship continuous improvement and collaboration.
• Align team objectives with firmwide strategic priorities and build longterm talent capabilities to support the firms evolving data needs.

Qualifications

Required

• 12 years of progressive experience in asset management investment operations or enterprise data management within financial services.
• 8 years of senior leadership experience managing multifunctional operational teams.
• Deep expertise in:

• Security master and pricing data management
• Corporate actions and proxy administration
• Client and account reference data governance
• CRM data management (Salesforce strongly preferred)
• Data governance frameworks and operational controls

• Demonstrated experience overseeing outsourced service providers and/or operating within outsourced models.
• Proven success leading enterpriselevel transformation initiatives including system implementations and process modernization.
• Strong understanding of operational risk management and regulatory requirements impacting asset management firms.
• Experience establishing data quality frameworks and metrics.
• Demonstrated ability to lead organizational change influence crossfunctional stakeholders and translate strategic vision into operational execution.
• Strong executive presence with a collaborative datadriven leadership style and proven ability to build highperforming teams.

Preferred:

• Experience with State Street Alpha or similar outsourced investment operating platforms.
• Familiarity with data architecture principles data lineage and data governance tools.

Equal Employment Opportunity Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment hiring training compensation benefits advancement and treatment on the job. This means that Harris does not discriminate against employees or qualified applicants based on an individuals race color religion creed sex age national origin physical disability sexual orientation trans-gender status transsexual status status as a veteran or disabled veteran genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e. via social networking sites) to the extent permissible under applicable law.

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