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About the Role

The Director, Client Data will manage the governance, quality, and lifecycle of critical client and intermediary data across Cohen & Steers' Distribution platform. This role ensures data consistency and accuracy across various systems and acts as the primary liaison with external data partners, supporting business decision-making and client engagement.

Responsibilities

• Own the governance, mastering, and lifecycle management of firm, office, advisor, consultant, and institutional entity data across CRM, MDM, and third-party data platforms.
• Establish and maintain data quality standards, matching logic, survivorship rules, and stewardship processes to ensure the integrity of enterprise "golden record" data.
• Provide oversight of client data and reporting workflows, ensuring continuity across key sales, trade, flow, and competitive intelligence data sources.
• Serve as the primary relationship manager for external data providers, including SS&C, Broadridge, SEI, and other strategic data vendors.
• Manage recurring data feeds, validations, reconciliations, and issue-resolution processes to ensure the accuracy, timeliness, and consistency of reporting outputs.
• Partner with Distribution, Marketing, Product, Technology, and senior leadership teams to support data-driven decision making and business reporting needs.
• Monitor and improve the quality of client, channel, intermediary, and product-level data used across sales and analytics platforms.
• Develop and maintain documentation related to data governance standards, business processes, vendor relationships, data dependencies, recurring deliverables, and operational procedures.
• Identify process improvement opportunities related to data management, reporting automation, and platform integration.
• Support ongoing data initiatives and strategic projects designed to enhance the firm's client intelligence and reporting capabilities.

Requirements

• 7+ years of experience in data governance, master data management, CRM administration, sales operations, business intelligence, or related functions.
• Strong understanding of client, intermediary, advisor, consultant, and organizational data structures within asset management or financial services.
• Experience managing and validating complex data feeds and reporting processes from multiple internal and external sources.
• Demonstrated experience working with CRM and data management platforms, including Salesforce and MDM solutions.
• Strong analytical, problem-solving, and data quality management skills.
• Experience managing vendor relationships and coordinating with third-party data providers.
• Ability to document business processes, operational procedures, and data governance standards.
• Excellent organizational, communication, and stakeholder management skills.
• Ability to effectively manage multiple priorities and deliver high-quality results in a fast-paced environment.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.

Skills

• Salesforce
• Master Data Management (MDM)
• Business intelligence tools
• Data governance frameworks
• Record matching methodologies
• Data stewardship best practices

Location

• New York City

Work Type

• Hybrid

Experience Level

• Director
• 7+ years

Salary/Compensations

• $185,000 - $200,000

About the Company

• Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.