Product Manager, STAAT Insights

UBS; New York (NY); On-site; USD 120,000 - 145,000; Full time

Job summary

UBS in New York seeks a Product Owner for our Insights Product within the STAAT, shaping data and AI-powered solutions that empower Financial Advisors to deepen client relationships and grow the business.

You will partner with advisor teams, data science, and engineering to translate ideas into a prioritized roadmap, specify requirements, and validate concepts from concept to launch in a fast-moving, innovation-driven environment.

Qualifications

• Bachelor's degree in Business, Finance, Computer Science, Data Science, Information Systems, or a related field.
• 5+ years of experience in Product Management, Business Analysis, Data Analytics, or a related role.
• Experience working within Wealth Management / partnering directly with Financial Advisors and their teams.
• Demonstrated ability to create product roadmaps, prioritize competing requests, and deliver customer-centric solutions.
• Experience collaborating with business stakeholders, data science and engineering; SQL and data analysis experience are a plus.

Responsibilities

• Define and deliver data and AI products for Financial Advisors to deepen client relationships and drive business growth.
• Bridge the gap between business needs, data, and technology, shaping the roadmap and guiding solutions from concept to launch.
• Partner with Financial Advisor teams to understand ideas and needs, translate them into a clear roadmap, and prioritize feature requests.
• Collaborate with Data Science and Engineering to validate concepts, assess feasibility, and define solutions.
• Translate business needs into functional requirements, user stories, and success metrics.

Skills

Data analytics

Product mindset

Stakeholder management

Ambiguity handling

Analytical thinking

Education

Bachelor's degree in Business/Finance/CS/Data Science

Tools

SQL

Data analysis

Job description

Key Responsibilities

Do you crave innovation? Are you passionate about how data and analytics are shaping the future of wealth management?

Job Type

Full Time

Job Reference #

342421BR

City

New York

Key Responsibilities

Do you crave innovation? Are you passionate about how data and analytics are shaping the future of wealth management?

This is not your typical product manager role.

In our fast-moving, innovation-driven environment, you'll play a key role in defining and delivering data and AI products that empower Financial Advisors to deepen client relationships and drive business growth. By serving as the voice of the advisor, you'll bridge the gap between business needs, data, and technology, shaping the roadmap and guiding impactful solutions from concept to launch.

What You'll Do

• Partner directly with Financial Advisor teams to understand their ideas and needs, challenges, and opportunities for improvement.
• Own the intake, evaluation, and prioritization of advisor-driven ideas and feature requests, translating them into a clear roadmap.
• Collaborate with Data Science and Engineering teams to validate concepts, assess feasibility, and define solutions.
• Translate business needs into functional requirements, user stories, and success metrics.

You're the Perfect Fit If You Have

• A passion for using data, analytics, and technology to solve business problems.
• A strong product mindset with the ability to identify customer needs and convert them into impactful solutions.
• Excellent communication and stakeholder management skills, with the ability to bridge business and technical teams.
• A self-starter mentality with the ability to navigate ambiguity and drive outcomes.
• Strong analytical skills, including the ability to work with data to validate ideas and uncover insights

The team

You will be a Product Owner on our Insights Product, within the Smart Technologies and Advanced Analytics Team (STAAT) in New York. Our team is revolutionizing the wealth management industry by empowering financial advisors with automated insights that unlock hidden value within our data. We collaborate closely with data engineers, data scientists, software developers and business SMEs to build our insights and platform.

Your Skills And Experience

• Bachelor's degree in Business, Finance, Computer Science, Data Science, Information Systems, or a related field.
• Ideally 5+ years of experience in Product Management, Business Analysis, Data Analytics, or a related role.
• Experience working within Wealth Management / partnering directly with Financial Advisors and their teams.
• Demonstrated ability to create product roadmaps, prioritize competing requests, and deliver customer-centric solutions.
• Experience collaborating with business stakeholders, data science and engineering; SQL and data analysis experience are a plus.

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

• United States - New York - New York min USD 120000 - max USD 145000 /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.