Insurance Product Manager

UBS•Weehawken, NJ

7d•$140,000 - $180,000

About The Position

The Insurance Product Manager serves as an insurance subject-matter expert for internal sales, concierge, wealth planning, service, advisor, and field leadership teams. The role manages the end-to-end insurance product lifecycle, from due diligence, reviews, approvals, and launches through enhancements, repricing, platform activation, and ongoing maintenance. Product expertise spans permanent and term life insurance, hybrid linked long-term care, traditional and high-limit disability, private placement, and property and casualty insurance. The position prepares and presents new products and material product changes to the Insurance & Annuity Product Committee, maintains governance records, coordinates approvals, and collaborates with sales, operations, legal, compliance, finance, technology, marketing, service, and insurance carrier teams. It also monitors industry, carrier, product, regulatory, and advisor trends; maintains product and training materials; educates advisors and internal partners; supports resolution of complex annuity execution, in-force servicing, product, and operational issues; and uses business and performance data to inform decisions. The role leads multiple strategic and operational initiatives concurrently. The Insurance Product Manager joins the Insured Solutions team within CIO & Investment Solutions at UBS Wealth Management Americas. The team delivers income, longevity, and legacy-planning solutions through insurance and annuity products and works with financial advisors, field leadership, internal control functions, operations teams, and insurance carrier partners. The position is based in Weehawken, New Jersey. The listed indicative gross annual base salary range is USD 140,000–180,000 for a full-time-equivalent role. UBS describes a collaborative and inclusive culture, opportunities to grow, and flexible working options when possible; competitive benefits are referenced, but specific benefits are not listed.

Requirements

A bachelor's degree or equivalent relevant experience.
Ideally 10 or more years of experience in financial services, including substantial experience with insurance and annuity products.
Demonstrated experience in product management, product governance, distribution, operations, relationship management, sales support, or a related function.
Strong knowledge of insurance-industry practices, product structures, distribution models, and the regulatory environment.
A track record of solving complex problems, translating strategy into practical execution, and identifying growth or process-improvement opportunities.
Strong project-management skills and ability to coordinate multiple priorities in a fast-paced environment.
Excellent written, verbal, presentation, interpersonal, and organizational skills.
Strong attention to detail, sound judgment, accountability, and ability to work effectively across functions and levels of seniority.
Proficiency in Microsoft Excel, Word, and PowerPoint, including data analysis and development of executive-ready presentations.
FINRA Securities Industry Essentials (SIE), Series 7, and Series 66, or Series 63 and Series 65; candidates without current registrations must be willing and able to obtain them.
An active Life and Health and P&C Insurance license.

Nice To Haves

Experience supporting financial advisors, wealth-management businesses, insurance carrier partners, or client-service teams.
Experience presenting products or strategic concepts to committees, senior leaders, advisors, or large audiences.
Strong relationship-development, influencing, and negotiation skills.
Experience improving product, operational, or service processes through technology, data, or cross-functional change.
A collaborative approach and willingness to contribute, learn, and respectfully challenge ideas in pursuit of better outcomes.

Responsibilities

Serve as an insurance subject-matter expert for the Insured Solutions Sales and Concierge Desk, Wealth Planning Team, Service Group, financial advisors, and field leadership.
Manage the end-to-end product lifecycle, including due diligence, product reviews, approvals, launches, enhancements, repricing actions, platform activation, and ongoing maintenance.
Prepare and present new products and material product changes to the Insurance & Annuity Product Committee; maintain governance records and coordinate required approvals.
Partner with sales, operations, legal, compliance, finance, technology, marketing, service, and insurance carrier teams to execute initiatives and support day-to-day operations.
Build and maintain relationships with insurance product partners and identify opportunities to collaborate on product offerings.
Monitor industry, carrier, product, regulatory, and advisor trends to identify platform enhancements, differentiated solutions, and responsible growth opportunities.
Develop and maintain product listings, marketing materials, training resources, procedures, disclosures, and intranet content.
Educate advisors and internal partners through calls, regional meetings, branch visits, and targeted training sessions.
Provide second-level support for complex annuity execution, in-force servicing, product, and operational issues; coordinate resolution and identify process improvements.
Use business, sales, revenue, service, and engagement data to assess product performance, support decisions, and communicate insights to stakeholders.
Lead multiple strategic and operational initiatives concurrently, managing priorities, milestones, risks, dependencies, and follow-through.