Product Owner, Client Onboarding

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

Job summary

Join UBS as a Product Owner for Client Onboarding in Weehawken, NJ, where you'll be responsible for leading the product roadmap and enhancing the account onboarding process. This full-time position requires strong product management skills, a proactive approach to stakeholder collaboration, and a focus on agile methodologies. You will work closely with cross-functional teams to deliver innovative banking products that meet the needs of clients and advisors alike.

Qualifications

• 5-8 years of experience in product management and progression within tech or financial services.
• Strong understanding of Wealth Management and Banking products.
• Experience in writing requirements and managing user stories.

Responsibilities

• Lead requirement gathering and oversee the product development lifecycle.
• Drive new products and ensure governance practices are followed.
• Work collaboratively with stakeholders to achieve project goals.

Skills

Product Management

Agile Methodologies

Data Analysis

Presentation Skills

Collaboration

Education

Bachelor's Degree or equivalent

Advanced Degree

Tools

SQL

Product Analytic Tools

Job description

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Job Reference #
319756BR

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 Owner to:

• lead requirement gathering, design, development, and testing coordination across multiple stakeholders
• 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 with tech to ensure development aligns with the product vision, while closely collaborating 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 5-8 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
• performing data analysis to inform product decisions; experience with SQL, dashboards and product analytic tools is a strong plus
• 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)
• team player 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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