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Product Manager Client Onboarding

Product Manager Client Onboarding

CompanyUBS
LocationUnion City, NJ, USA
Salary$135000 – $175000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • a bachelor’s degree or equivalent, advanced degree is a plus
  • ideally 5 to 8 years of product 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)
  • a team player mindset 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

Responsibilities

  • help lead our banking product roadmap covering FA-led account onboarding focusing on the full product development lifecycle (including ideation, planning, development, testing, launch readiness)
  • drive new products and product changes iteratively and continuously together with cross-functional team members
  • act as product owner, overseeing governance practice to ensure product requirements are clear to designers and engineers
  • ensure the product is being tested together with tech and clients to gain insights and ensure readiness to launch and release management governance practice is followed
  • adhere to agile methodology to produce relevant product measurements and metrics to track overall business goals
  • ensure the quality and compliance of the product, from a technical and non-functional perspective
  • partner well with tech to ensure development aligns with the product vision
  • partner closely with aligned businesses and control functions across streams and divisions

Preferred Qualifications

    No preferred qualifications provided.