Product Manager - Client Tools & Data Aggregation Platforms

Your role

Are you passionate about innovation and delivering digital solutions that delight your users? Do you have strong analytical skills and a strategic mindset to drive business growth?

As a key player in our fast-paced, startup-like environment, you will lead our Client Data Aggregation products. You'll bridge the gap between data, technology, design, and wealth management expertise, enhancing advisor and client tools that are critical to our business.

Here's what you'll do:
Develop a clear product vision, strategy, and roadmap covering the full product development lifecycle.
Analyze user journeys and identify opportunities to enhance processes and implement new technologies
Drive iterative development of new products and enhancements on client platforms and the advisor workstation, in collaboration with cross-functional teams and third-party vendors
Serve as product owner within an agile team, participating in agile ceremonies and ensuring the product requirements are clear to designers and engineers.
Partner with financial advisors to understand their needs and challenges, ensuring the product directly addresses those needs.
Analyze user data and market trends to guide product iterations and optimize the advisor experience.
Manage third-party vendor relationships and contract responsibilities.
Support Objectives and Key Results (OKRs) by using product metrics to achieve business goals.

Detailed salary information:
Weehawken: the salary range for this role is $140000 to $180000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You'll join the Client Discovery & Financial Planning Team within the Data, Analytics & Foundational Platforms organization, focusing on enhancing advisor and client products related to Client Data Asset Aggregation and Personal Financial Management (PFM) tools

Your expertise

ideally 7+ years of experience as a product owner in wealth management or related fintech roles
Proven track record of delivering complex, client-facing products (web & mobile) within financial services
Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) and Personal Financial Management (PFM) tools is a plus
Ability to define user stories from high level features and guide them through iterative design and development processes
Proficiency in Excel and data analysis using queries
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills for collaborating with both technical and non-technical stakeholders, including financial advisors
The spirit of a self-starter: You thrive in a dynamic environment, embrace ambiguity, and can wear multiple hats.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

US Only: The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.