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Unleash the Power of Data: WealthTech Product Manager

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

We're building a revolutionary product that empowers financial advisors with the power of data. We use cutting-edge data analytics and AI to surface actionable insights, transforming how advisors serve their clients.

This is not your typical product manager role.

As a key player in our fast-paced, startup-like environment, you'll be at the forefront of building a product that changes the game. You'll bridge the gap between data, technology, and financial expertise, crafting a tool that empowers advisors to deliver unparalleled client service.

Here's what you'll do:

• Collaborate with engineers and data scientists to translate complex data analysis into functional requirements and user stories.
• Partner with financial advisors to understand their needs and challenges, ensuring the product directly addresses their needs.
• Analyze user data and market trends to guide product iterations and optimize advisor experience.
• Develop and maintain product documentation and user guides.

You're the perfect fit if you have:

• A passion for data and technology: You understand how software development works and can translate technical concepts into clear, actionable plans.
• The mind of a data detective: You can analyze complex datasets, identify trends, and extract valuable insights. Bonus points if you can write SQL queries to navigate your way through data!
• Financial fluency (optional): While a basic understanding of wealth management is a plus, your eagerness and ability to learn quickly are paramount.
• The spirit of a self-starter: You thrive in a dynamic environment, embrace ambiguity, and can wear multiple hats.
• Exceptional communication skills: You can bridge the gap between technical and non-technical teams, clearly articulating complex ideas to both audiences.

Ready to join a passionate team and build the future of wealth management? We are!

Apply today and let's unlock the power of data together!

Detailed salary information:

• New York: the salary range for this role is $157000 to $205000

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

You'll be working in the Insights Team 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 expertise

You have:

• a Bachelor's degree or higher in Computer Science, Information Systems, Data Science, Finance, or a related field.
• ideally 3+ years of experience in a data-related role or product management role
• the ability to write complex functional requirements from analysis of data
• proficiency in SQL (At leas basic queries)
• excellent analytical and problem-solving skills.
• strong communication and interpersonal skills to liaise with technical and non-technical stakeholders.
• proven ability to gather and document technical requirements effectively.
• familiarity with data ingestion processes and ETL pipelines.
• understanding of product development lifecycle (backend and frontend) for collaboration in product builds.

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 $157000 to $205000 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.

Product Manager, STAAT Insights - Workplace Wealth Solutions | UBS - Experienced professionals - job boards