Product Manager, Digital Solutions & AI (Wealth Management)

Your role

Revolutionize Wealth Management with AI

We’re building modern, world-class AI products that help our Wealth Management advisors serve clients better. You will be responsible for executing our AI strategy and ideating in the rapidly evolving environment of enterprise AI. This is inclusive of chatbots as well as agentic solutions all with the goal of “codifying investment advice” for our advisors and saving them 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.

What you’ll do:

• 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).
  
  

Job Type

Full Time

Job Reference #

331525BR

City

New York

Your team

You’ll join the STAAT Field Solutions crew within Data, Analytics & Foundational Platforms, focused on giving Financial Advisors modern tools and insights to grow and serve clients.

Your expertise

You’re a great fit if you have

• 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.
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
  
  

Nice to have

• Experience with advisor desktop/workstation, CRM, portfolio reporting, or client communications tooling.
• Design thinking / service design, or prior hands on research experience.
  
  

About Us
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. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York min USD 200000 - max USD 275000 /annum
  
  

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.