Product Manager, Client Onboarding

City

Weehawken

Job Type

Full Time

Country / State

United States - New Jersey

Function Category

Product Management and Development

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.

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 3-5 years of product or operations 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
• data-driven, analytical and innovative mindset to understand business context
• 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
• document management experience a plus (e.g., digital document generation, archival, consent-driven e-delivery, compliance-aligned retention policies etc.).

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 $100000 to $130000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.