CLD’s mission is to deliver a state-of-the art digital platform, targeting both users and clients in covering pre-trade, execution and post-trade activities. Additionally, our mission is to grow our internal client knowledge and deliver a user-friendly experience through the client lifecycle, while mitigating risk. Within CLD in the Americas, the REF team (Referential and Regulatory & Tax data) oversees Referential Client Data, Regulatory & Tax Client Data and Data Quality initiatives across all of CLD.

We are undertaking a major transformation of our Account Management processes across Principal businesses. Today’s onboarding and account lifecycle workflows rely on multiple back-office systems BPS/Impact for Principal activities—combined with manual coordination, Excel templates, and unstructured email exchanges.

The Senior Business Data

Officer plays a critical role in the modernization of account management, onboarding, and client reference data processes. This role combines Operations and data expertise, focusing on improving end to end account lifecycle workflows, strengthening data quality controls, and enabling scalable, digital, and compliant solutions. Ensures accuracy, consistency, and control of client and account static data across core platforms.

Supports BAU operations, issue resolution, and regulatory requirements. Leads initiatives to replace fragmented, manual processes with structured data flows, standardized models, and automated controls. Serves as a central point of expertise for multiple back office systems.

Process

Transformation & Optimization Redesigns processes and transitions manual, email driven activities into structured, digital solutions. Connects business, operations, technology, compliance, and vendors to translate complex needs into clear functional requirements. Owns delivery from analysis through go live, driving continuous improvement and strengthening account lifecycle governance.

Account

Lifecycle & Process Transformation Analyze current account onboarding, creation, maintenance, and closure processes across multiple back office systems (BPS/Impact, AccountHub, Maestro, etc.). Identify operational inefficiencies, manual handoffs, unstructured data dependencies, and data quality risks.



Redesign workflows to support standardized, digital, and scalable account lifecycle management.

Support the migration from email, spreadsheets, and PDFs to structured data capture and workflow driven processes. Data Quality, Controls & Referential Data Management Ensure accuracy, completeness, and consistency of client and account static data across all core systems. Maintain and enhance data quality controls, including periodic reviews, exception analysis, and remediation efforts.

Quality driven data reviews (e.g., Business address remediation) Reconciliation between systems (e.g., Migration of manual and legacy controls into centralized data quality platforms (IDQ) Serve as a key contributor to data standardization and reference data harmonization efforts. Map account attributes requirements across product specific systems. Support the centralization of account data into AccountHub, the strategic account management platform.

Data models and attribute definitions Validation rules and business logic BOLT (Agency account lifecycle requests) OCTO (Principal account lifecycle requests) Act as a bridge between Front Office, Operations, KYC/Onboarding, Compliance, Technology, and offshore teams. Translate complex operational account management needs into clear functional specifications. Provide subject matter guidance to offshore teams, ensuring procedures are understood, followed, and consistently applied.

Drive initiatives from analysis through design, build, testing, and go live. Produce high quality documentation, including BRDs, functional specifications, data mappings, and SOPs. Support UAT planning and execution, ensuring solutions meet business, regulatory, and operational requirements.

Provide ongoing oversight of BAU activities, issue escalation, and continuous process improvement. Mentor and guide team members, promoting knowledge sharing, training,



and strong data discipline. 5+ years of experience as a Business Data Officer or Business Data Officer within financial services. ~ Strong knowledge of account lifecycle management, client reference data, and KYC/AML processes. ~ Hands on expertise with back office platforms such as IMPACT, BPS and related data repositories. ~ Proven experience in data quality management, controls, remediation, and regulatory driven initiatives. ~ Ability to analyze complex data sets and reconcile discrepancies across multiple systems. ~ Strong communication skills, with the ability to work effectively with both technical and non technical stakeholders.

Experience with AccountHub or similar centralized account management platforms. Familiarity with workflow orchestration tools and data quality platforms (e.g., Background in digital transformation, automation, or large scale data standardization initiatives. Bachelor’s Degree Desired / Plus: MBA LANGUAGE: Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA"). Business insight This way, we maximize our ability to serve client needs and anticipate market changes.

Societe

Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.

Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver creative solutions to our clients.

Our Diversity & Inclusion Vision: Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate Engage our community and marketplace, and position the organization to meet the needs of all its clients

📌 Senior Business Data Officer-Client & Account Data Transformation (Montreal)
🏢 Société Générale
📍 Montreal