Product Manager Client Onboarding

UBS; New Jersey; On-site; USD 135,000 - 175,000; Full time

Job summary

Join UBS as a Product Manager Client Onboarding, where your role will focus on driving the product development lifecycle for banking products. You will collaborate with cross-functional teams to enhance account onboarding processes, ensuring the alignment of product vision with client needs and compliance standards.

Qualifications

• 5 to 8 years of product management experience in tech or financial services.
• Understanding of Wealth Management and Banking products/services.
• Experience writing/managing requirements and working with UX designers.

Responsibilities

• Lead banking product roadmap covering FA-led account onboarding.
• Drive new products and changes with cross-functional teams.
• Act as product owner, ensuring clarity in requirements and governance.

Skills

Analytical mindset

Presentation skills

Team player

Agile methodology

Problem-solving skills

Education

Bachelor's degree or equivalent

Advanced degree (plus)

Job description

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Job Reference #
319747BR

Job Type
Full Time

Your role
Do you want to play a key role in driving the long-term commercial success of UBS’s products in alignment with our purpose, client promise and strategic imperative? Are you an ambassador of the new ways of working and culture? Are you passionate about simplifying the way we work?

At UBS, we re-imagine the way we work, the way we connect with each other – our colleagues, clients and partners – and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.

We’re looking for a Product Manager to:

• help lead our banking product roadmap covering FA-led account onboarding focusing on the full product development lifecycle (including ideation, planning, development, testing, launch readiness)
• drive new products and product changes iteratively and continuously together with cross-functional team members
• act as product owner, overseeing governance practice to ensure product requirements are clear to designers and engineers.
• ensure the product is being tested together with tech and clients to gain insights and ensure readiness to launch and release management governance practice is followed
• adhere to agile methodology to produce relevant product measurements and metrics to track overall business goals
• ensure the quality and compliance of the product, from a technical and non-functional perspective
• partner well with tech to ensure development aligns with the product vision
• partner closely with aligned businesses and control functions across streams and divisions
  
  

Detailed salary information:

• Weehawken: the salary range for this role is $135000 to $175000
  
  

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 .

Your team
The Field & Operational Platforms team is responsible for implementing transformational strategies that provide better tools for our Financial Advisors, support professionals, and clients. You’ll be joining the Client Onboarding team in Weehawken, NJ focused on improving and simplifying our account opening and maintenance process and platform to enable our product, business, and stakeholders to scale, reduce risk, and grow.

Your expertise
You have:

• a bachelor's degree or equivalent, advanced degree is a plus
• ideally 5 to 8 years of product management experience showing progression/promotion within the tech or financial services industry
• understanding of Wealth Management and Banking products /services
• a strong team player with compelling presentation skills, including the use of technology to communicate ideas and strategy
• data-driven, analytical and innovative mindset to understand business context
• extensive experience writing / managing requirements / user stories and working with UX designers, Technology team and business stakeholders to achieve desired outcomes
• setting and delivering on outcome-focused goals, such as using OKRs (Objectives and Key results)
• a team player mindset with an enthusiastic personality, strong analytical problem-solving skills, and excellent listening and communications abilities to build networks and partnerships at all levels
• working in agile environments and strong understanding of agile delivery frameworks
• technical expertise / background a plus
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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. 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.

Salary Information
US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Design, Information Technology, and Product Management

• Industries

  Banking, Financial Services, and Investment Banking

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