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United States - New Jersey
Product Management and Development
Global Wealth Management
Job Reference # 297452BR
City Weehawken
Job Type Full Time
Your role
Do you have a passion for driving and delivering digital solutions that delight your users? Are you a strategic thinker with strong business acumen?
More than simply delivering features, do you aim to drive the business forward?
We’re looking for a Product Owner to :
- manage one or more components of end-to-end Advisory platforms covering both strategic and steady state support and ensure alignment to multi-year platform strategy / roadmap
- engage on functional design of new advisory platforms / programs, and enhancements to existing programs
- understand the entire Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management & understand Advisory solutions, including firm, advisor and client discretionary products
- strong internal IT and vendor management capabilities to drive quality deliverables and manage to aggressive timelines
- collaborate with leads across Business, Platform & Technology counterparts, building strong relationships across the firm
- proactively identify value-added solutions and then develop and implement change initiatives which move the business forward
- provide thought leadership around how to maximize the platform experience and capabilities that should be introduced
Your team
The Field and 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 US Digital team in Weehawken, NJ reporting to the Digital Advisory Platforms. This team is focused on integrating the various segmented needs of the business into a strategically-focused whole through the delivery of best-in-class, customer-centric solutions.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion.
It strengthens our business and brings value to our clients.
Your expertise
- ideally 2 or more years of product / platform management, wealth management and Advisory products and services experience
- bachelor’s degree or equivalent experience; advanced degree a plus
- knowledgeable of Portfolio Management and Trading software (e.g. Vestmark)
- understanding of Advisory solutions, including firm, advisor and client discretionary products, end to end Advisory lifecycle;
prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management, and Unified Advisory Platform / Unified Managed Account capabilities, including sub-accounting, rebalancing and surveillance
- excellent analytical, process-oriented, problem-solving skills with the ability to synthesize findings
- fluency in emergent technologies and how to apply them pragmatically to different business challenges
- highly motivated with a strong work ethic and exceptional facilitation and presentation skills
- ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.
Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.
We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.
Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
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