Product Manager, Client Onboarding

UBS; Weehawken (NJ); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS in Weehawken, NJ is seeking an experienced Product Owner to drive the digital client onboarding journey and align with our strategic imperatives.

You will lead an agile team, collaborate with AI/ML, engineering, legal, and compliance to deliver secure, compliant onboarding solutions, define KPIs, and test with clients before market launch.

Qualifications

• 7+ years delivering complex financial products to clients.
• Bachelor’s degree or equivalent; advanced degree a plus.
• Experience in agile environments with strong understanding of agile delivery frameworks.
• Extensive experience writing user stories and customer journeys.
• Data-driven, analytical mindset to understand the business context and make the right decisions.
• Team player with proactive personality and strong analytical and problem-solving skills.
• Deep understanding of client onboarding journeys, regulatory requirements (KYC/AML), and process redesign.
• Technical familiarity with agentic AI systems is a plus.
• Curious to explore how AI can improve workflows with sound judgement and risk awareness.

Responsibilities

• Support development and rollout of digital client onboarding solutions.
• Act as product owner within an agile team and align with tech to ensure alignment with the product vision.
• Partner with AI/ML, engineering, legal, compliance, and UX teams to build digital solutions.
• Collaborate with AML, operations, risk, and legal for regulatory alignment and stakeholder buy-in.
• Ensure testing with clients to gain insights before market entry (UX testing, end user testing, research insights).
• Define KPIs and feedback loops to continuously measure, learn from, and optimize onboarding performance.
• Maintain high standards of risk management, security, and privacy with internal controls.

Skills

Agile delivery

User stories

Data-driven decision making

Stakeholder collaboration

KYC/AML knowledge

AI systems familiarity

Product ownership

Education

Bachelor's degree

Job description

Key Responsibilities

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?

• Support the development and implementation of digital client onboarding solutions
• Act as product owner within an agile team, participating / leading agile ceremonies, writing detailed business requirements, and partnering well with tech to ensure development aligns with the product vision
• Partner with AI/ML, engineering, legal, compliance, and UX teams to build digital solutions
• Collaborate across AML, operations, risk, and legal teams to ensure regulatory alignment and stakeholder buy-in
• Ensure the product is being tested together with clients to gain insights and ensure readiness to launch before market entry (e.g., UX testing, end user testing and research insights)
• Define KPIs and feedback loops to continuously measure, learn from, and optimize onboarding performance
• Maintain a high standard of risk management, security and privacy in collaboration with relevant internal control functions

Job Type

Full Time

Job Reference #

338672BR

City

Weehawken

The team

The Field and 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 the account opening and maintenance experience. We are on a mission to reimagine how clients begin their journey with us, integrating advanced automation, dynamic compliance, and human-like interaction to deliver a seamless, intelligent onboarding experience.

Your Skills And Experience

• ideally 7 or more years of experience delivering complex products to clients within the financial industry
• bachelor’s degree or equivalent experience; advanced degree a plus
• experience working in agile environments with strong understanding of agile delivery frameworks and product management
• extensive experience writing user stories and customer journeys
• data-driven, analytical and innovative mindset to understand the business context and make the right decisions
• team player with an enthusiastic and proactive personality, and strong analytical and problem-solving skills
• Deep understanding of client onboarding journeys, regulatory requirements (KYC/AML), and process redesign methodologies
• technical expertise / familiarity with agentic AI systems a plus
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

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.

Salary information

• United States - New Jersey - Weehawken min USD 140000 - max USD 180000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.