UBS · 3 weeks ago
Product Manager - Client Tools & Data Aggregation Platforms
Weehawken, NJ
Full-time
Onsite
Senior Level
$140K/yr - $180K/yr
7+ years expUBS is a leading global wealth manager and universal bank, and they are seeking a Product Manager to lead their Client Data Aggregation products. The role involves developing product vision and strategy, enhancing client tools, and collaborating with cross-functional teams to optimize the advisor experience.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Develop a clear product vision, strategy, and roadmap covering the full product development lifecycle
Analyze user journeys and identify opportunities to enhance processes and implement new technologies
Drive iterative development of new products and enhancements on client platforms and the advisor workstation, in collaboration with cross-functional teams and third-party vendors
Serve as product owner within an agile team, participating in agile ceremonies and ensuring the product requirements are clear to designers and engineers
Partner with financial advisors to understand their needs and challenges, ensuring the product directly addresses those needs
Analyze user data and market trends to guide product iterations and optimize the advisor experience
Manage third-party vendor relationships and contract responsibilities
Support Objectives and Key Results (OKRs) by using product metrics to achieve business goals
Qualification
Required
ideally 7+ years of experience as a product owner in wealth management or related fintech roles
Proven track record of delivering complex, client-facing products (web & mobile) within financial services
Ability to define user stories from high level features and guide them through iterative design and development processes
Proficiency in Excel and data analysis using queries
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills for collaborating with both technical and non-technical stakeholders, including financial advisors
The spirit of a self-starter: You thrive in a dynamic environment, embrace ambiguity, and can wear multiple hats
Preferred
Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) and Personal Financial Management (PFM) tools is a plus
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
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