Product Manager, Client Onboarding

UBS•Weehawken, NJ

7d•$140,000 - $180,000•Onsite

About The Position

This role is key to driving the long-term commercial success of UBS’s products in alignment with its purpose, client promise, and strategic imperative. The Product Manager will be an ambassador of new ways of working and culture, passionate about simplifying how work is done. At UBS, the company reimagines how work is done, how colleagues, clients, and partners connect, and how value is delivered. Being agile will make UBS more responsive, adaptable, and innovative. The Product Manager will support the development and implementation of digital client onboarding solutions, act as a product owner within an agile team, participate in/lead agile ceremonies, write detailed business requirements, and partner with tech to ensure development aligns with the product vision. They will partner with AI/ML, engineering, legal, compliance, and UX teams to build digital solutions, and collaborate across AML, operations, risk, and legal teams to ensure regulatory alignment and stakeholder buy-in. The role also involves ensuring the product is tested with clients to gain insights and ensure readiness for launch before market entry (e.g., UX testing, end user testing, and research insights). The Product Manager will define KPIs and feedback loops to continuously measure, learn from, and optimize onboarding performance, and maintain a high standard of risk management, security, and privacy in collaboration with relevant internal control functions.

Requirements

Ideally 7 or more years of experience delivering complex products to clients within the financial industry
Bachelor’s degree or equivalent experience; advanced degree a plus
Experience working in agile environments with strong understanding of agile delivery frameworks and product management
Extensive experience writing user stories and customer journeys
Data-driven, analytical and innovative mindset to understand the business context and make the right decisions
Team player with an enthusiastic and proactive personality, and strong analytical and problem-solving skills
Deep understanding of client onboarding journeys, regulatory requirements (KYC/AML), and process redesign methodologies
Technical expertise / familiarity with agentic AI systems a plus
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

Responsibilities

Support the development and implementation of digital client onboarding solutions
Act as product owner within an agile team, participating / leading agile ceremonies, writing detailed business requirements, and partnering well with tech to ensure development aligns with the product vision
Partner with AI/ML, engineering, legal, compliance, and UX teams to build digital solutions
Collaborate across AML, operations, risk, and legal teams to ensure regulatory alignment and stakeholder buy-in
Ensure the product is being tested together with clients to gain insights and ensure readiness to launch before market entry (e.g., UX testing, end user testing and research insights)
Define KPIs and feedback loops to continuously measure, learn from, and optimize onboarding performance
Maintain a high standard of risk management, security and privacy in collaboration with relevant internal control functions