UBS-posted 2 months ago
$110,000 - $157,000/Yr
Weehawken, NJ
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Are you passionate about innovation and delivering digital solutions that delight your users? Do you have strong analytical skills and a strategic mindset to drive business growth? As a key player in our fast-paced, startup-like environment, you will lead our Client Data Aggregation products. You'll bridge the gap between data, technology, and wealth management expertise, enhancing advisor and client tools that are critical to our business.

  • 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 new products and product enhancements iteratively with cross-functional team 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.
  • 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 within financial services.
  • Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) is a plus.
  • 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.
  • Discretionary incentive compensation
  • Flexible working options
  • Supportive team environment
  • Opportunities to grow
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