Senior Manager, Client Data Permissions – Privacy Governance

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the Permissions & Privacy Framework – Act as the primary business leader for client data permissions and governance, establishing role-based access principles and clear decision rights. Adapt the framework as necessary.

• Implement Access & Policy Management – Influence the design and oversee workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and the handling of confidential client information.

• Manage Ongoing Permission Decisions – Serve as the central project manager for intricate access requests. Ensure clear policy guidance for recurring situations.

• Establish Audit, Monitoring & Risk Controls – Create audit processes, reporting, and monitoring to ensure consistency and identify inappropriate access.

• Promote Cross-System Alignment – Collaborate with Product and Technology teams to standardize permissions across all platforms and products.

• Empower the Organization – Work together to develop training, guidance, and FAQs to ensure that employees are well-informed about access policies and procedures.

⛳️ Requirements

• Strong understanding of role-based access controls, data privacy principles, and access management practices within a regulated or highly controlled setting.

• Capability to translate business needs, risk factors, and policy requirements into clear access rules and decision criteria.

• Robust analytical abilities to examine complex permission scenarios, evaluate risk, and propose practical solutions.

• Proven project management and process design expertise, including the ability to organize ambiguous tasks and drive cross-functional follow-through.

• Excellent judgment, discretion, and comfort in handling confidential or sensitive information related to clients and employees.

• Exceptional written and verbal communication skills, with the ability to create policy guidance, FAQs, and updates suitable for executives.

• Strong relationship management capabilities with a talent for influencing stakeholders across Product, Technology, Compliance, Legal, Operations, and business sectors.

• High attention to detail and the ability to manage multiple complex requests, escalations, and improvement initiatives concurrently.

• Proficient in Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.

• Preferred experience in data governance, privacy operations, risk management, compliance, wealth management operations, or financial services.

• Preferred experience in supporting system-access design, access request workflows, audit/remediation processes, or enterprise transformation initiatives.

• Familiarity with CRM, portfolio management, or client data platforms used in the wealth management sector is an advantage.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for a range of caring needs for aging parents, young children, life’s challenges, and more.

• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match as well as an after-tax option.

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.