Product Manager, STAAT Insights

UBS•New York, NY

7d•$120,000 - $145,000

About The Position

The Product Manager will define and deliver data and AI products that help Financial Advisors deepen client relationships and grow their businesses. Serving as the voice of the advisor, the role connects business needs, data, and technology, shaping the product roadmap and guiding solutions from concept through launch. The position is a Product Owner on the Insights Product within UBS’s Smart Technologies and Advanced Analytics Team (STAAT) in New York. The team develops automated insights that help financial advisors uncover value in data, working closely with data engineers, data scientists, software developers, and business subject-matter experts.

Requirements

Bachelor’s degree in Business, Finance, Computer Science, Data Science, Information Systems, or a related field.
Experience working within Wealth Management and partnering directly with Financial Advisors and their teams.
Demonstrated ability to create product roadmaps, prioritize competing requests, and deliver customer-centric solutions.
Experience collaborating with business stakeholders, data science, and engineering teams.
Passion for using data, analytics, and technology to solve business problems.
Strong product mindset and ability to identify customer needs and turn them into impactful solutions.
Excellent communication and stakeholder management skills, including the ability to bridge business and technical teams.
Self-starter mentality and ability to navigate ambiguity and drive outcomes.
Strong analytical skills, including the ability to work with data to validate ideas and uncover insights.

Nice To Haves

Ideally 5+ years of experience in Product Management, Business Analysis, Data Analytics, or a related role.
SQL and data analysis experience.

Responsibilities

Partner directly with Financial Advisor teams to understand their ideas, needs, challenges, and opportunities for improvement.
Own intake, evaluation, and prioritization of advisor-driven ideas and feature requests, translating them into a clear roadmap.
Collaborate with Data Science and Engineering teams to validate concepts, assess feasibility, and define solutions.
Translate business needs into functional requirements, user stories, and success metrics.