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WM Americas, Client Onboarding, Product Manager

Hoboken, NJ

Your role

Do you have an entrepreneurial mindset and are you eager to understand and fulfill our clients' needs? Do you want to play a key role in transforming our firm into an agile organization?

We're looking for a Product Manager to:

• provide senior leadership for Client Onboarding for UBS WM Americas and support setting strategic roadmap
• conduct comprehensive reviews of core platforms, policies, and business processes in partnership with key stakeholders
• lead Agile projects and liaise with key internal and external partners to ensure tight alignment and cohesiveness
• oversee delivery for applicable critical program milestones, commitments, and OKRs
• prepare and deliver portfolio updates at all levels within the organization and to industry partners and regulators

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• actively manage a comprehensive industry partnership for the delivery of strategic components
• continue to extend our digital onboarding capabilities, including adoption of our digital tools such as eSignature
• oversee and harmonize detailed client and account data strategies and programs

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?

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

You'll be working on the Client Onboarding team in Weehawken, NJ, and will be part of a team comprised of internal and vendor resources across different locations.

The Field and Operational Platforms team is responsible for transformational strategies that provide better tools for our Financial Advisors, support professionals, and our clients. One key component of the team is focused on reimagining the Client Onboarding experience. We work in an Agile environment, and as a Product Manager, you will be responsible for identifying areas of improvement to streamline the account opening and client onboarding process - driving an enhanced client experience, simplify business operations, and enabling business growth.

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

• bachelor's degree or equivalent experience required
• ideally 10 plus years of experience in Wealth Management
• proven experience in and deep-subject matter expertise of the financial services industry, wealth management, and branch operations and processes
• experience leading and delivering largescale cross-enterprise programs and teams
• highly motivated independent leader with a strong work ethic
• experience and knowledge of Agile methodologies and practices
• ability to effectively communicate in both business and technical contexts including managing relationships with industry partners and other teams
• excellent analytical, process-oriented, problem-solving, and issues-resolution skills
• ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
• strong interpersonal skills - freely develops networks, builds consensus, and prioritizes effectively


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.

How we hire

This role requires an assessment on application. Learn more about how we hire:

Client-provided location(s): Weehawken, NJ 07086, USA
Job ID: UBS-286566BR
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA With Employer Contribution
    • HSA With Employer Contribution
    • On-Site Gym
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Family Support Resources
    • On-site/Nearby Childcare
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Financial Counseling
    • 401(K) With Company Matching
    • Stock Purchase Program
  • Professional Development

    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

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