Product Manager, Digital Solutions & AI (Wealth Management)

UBS•New York, NY

9d•$200,000 - $275,000

About The Position

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. 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.

Requirements

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 Haves

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

Responsibilities

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).