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, 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 new products and product enhancements iteratively with cross-functional team 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 $110000 to $157000
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.

Job Reference #

324883BR

City

Weehawken

Job Type

Full Time

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 within financial services
• Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) 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 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.

Salary information

US Only: The expected salary range for this role is $110000 to $157000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.