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About the Role
We’re building modern, world-class AI products to help Wealth Management advisors serve clients better. You will execute our AI strategy, ideate in enterprise AI, and develop solutions like chatbots and agentic systems to codify investment advice and save advisors time. You’ll own outcomes end to end, lead people, and partner closely with Design, Engineering, Data Science, and Product Marketing to ship experiences advisors love.
Responsibilities
- Own an AI product portfolio end to end: define strategy, shape roadmaps, and deliver advisor facing capabilities (e.g., productivity tools, advisor workflows, insights & analytics, chat/assistive tools).
- Define products & features: Develop and maintain technical requirements, user stories, and design documents for product features.
- Design delightful experiences: partner with UX to drive elegant, usable flows; insist on research and measurable UX outcomes.
- Ship with quality and compliance: collaborate with Engineering, Data Science, Risk, Legal, and Compliance to meet regulatory and supervisory expectations in wealth management.
- Lead and develop people: hire, coach, and performance manage PMs/POs (and/or cross functional squads); raise the bar on product craft.
- Tell the story: translate complex concepts into crisp narratives for senior stakeholders; influence prioritization with data (adoption, CSAT, etc).
- Continuously improve: instrument, test, learn; run experiments and iterate to drive advisor productivity and client outcomes.
- Analyze trends: Analyze user behavior, market trends, and competitor activity to inform product decisions.
- Scale operating rigor: own backlogs, OKRs, metrics, release readiness, and business change (training, comms, enablement).
Requirements
- Ideally 12+ years in Product Management (or adjacent), with deep financial services experience — ideally Wealth Management / private banking.
- Experience building AI powered products (e.g., chatbots, predictive analytics, personalization engines).
- Ideally 2+ years of people leadership (managing PMs or multi disciplinary squads) with a track record developing talent.
- A UX/Design mindset: portfolio of shipped experiences that are intuitive, accessible, and visually polished; you can point to measurable UX impact.
- Fluent PM craft: discovery through delivery, structured prioritization, evidence based decisions, crisp problem statements, and strong execution habits.
- Strong stakeholder & exec communication in a complex, regulated environment.
- Technical and data literacy: you’re great with APIs, data models, and platform constraints; comfortable partnering with engineers and data scientists.
- Curious to explore how AI can improve how we build, deliver, and optimize workflows.
- Validate outputs and align with policies, risk standards, and ethical use.
- Experience with advisor desktop/workstation, CRM, portfolio reporting, or client communications tooling (Nice to have).
- Design thinking / service design, or prior hands on research experience (Nice to have).
Skills
- AI strategy
- Enterprise AI
- Chatbots
- Agentic solutions
- Product Management
- Financial services
- Wealth Management
- Private banking
- AI powered products
- Predictive analytics
- Personalization engines
- People leadership
- UX/Design
- Stakeholder communication
- Executive communication
- Technical literacy
- Data literacy
- APIs
- Data models
- Platform constraints
- Design thinking
- Service design
- User research
Location
- New York - New York
Work Type
- Full-time
Experience Level
- 12+ years in Product Management
- 2+ years of people leadership
Salary/Compensations
- min USD 200000 - max USD 275000 /annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
- New challenges
- Supportive team
- Opportunities to grow
- Flexible working options when possible
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- We also provide diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.
- We use artificial intelligence (AI) to work smarter and more efficiently.
- Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
Equal Opportunity
- 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.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.