Team Description:

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; ensure the highest level of availability for WM's critical business processes; effectively retain, retrieve and protect information and records at the Firm; and mitigate risks caused by inaccurate, untimely, or incomplete WM data.

Role Description:

The End User Security Team within the WM CDO team seeks a Associate to serve as a Business Unit Information Management Officer (BUIMO) to implement processes for data classification, retention, preservation, and disposal as per the Firm's Global Information Management Policy. The team is responsible for contributing to WM's mission to provide policies, tools, processes and support services needed to effectively retain, retrieve, and protect information and records at the firm.

• Create scanning policies to locate sensitive data in storage repositories, then validate results and implement commensurate security controls
• Develop tooling to derive metrics on repository security and residual risk to WM from unstructured data

• Review reporting on shared folder ownership and access management records to drive remediation for orphaned or unactioned file repositories
• Perform due diligence process to determine if repositories are eligible for archiving and decommissioning
• Provide requirements to Firm Information Management on tooling improvements to streamline oversight of repositories

• Maintain clear and consistent communication on status of projects and initiatives to ensure timely completion of deliverables and timely escalation of delays
• Participate in various internal reviews and readiness examinations to ensure the business is adequately prepared for all audit, compliance and regulatory reviews
• Perform data analysis and monitoring of various indicators by leveraging various data analytics tools/applications, the results of which will then be presented for senior management and utilized for firm wide reporting.
• Report risk management issues and internal control deficiencies to ensure that issues and appropriate corrective action plans are in place.

• Bachelor's degree
• 2+ years of relevant risk management experience
• Strong writing skills with an ability to summarize complex problems succinctly
• Strong organization and time management skills, with the ability to swiftly transition between projects and tasks
• Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities

• Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology
• Experience working file scanning and labeling tools a plus (e.g. Varonis, Microsoft Compliance Portal, Symantec Network Discover, BigID etc.)
• Familiarity with visualization tools (e.g., Tableau, Dataiku)