Senior Associate Product Manager — USPB Digital (Becoming the Client Suite)
About The Position
USPB Digital builds client and advisor experiences that power the Global Private Bank. The Becoming‑the‑Client (BAC) suite spans the prospect‑to‑onboarding journey across UnO (internal onboarding), the PB client portal (external), and connected workflows with CRM, operations, and controls. Our mission is to make onboarding faster, simpler, and more transparent—without compromising risk, compliance, or client experience. As a Senior Associate Product Manager, you will own a feature area within the BAC portfolio and drive it from discovery through delivery. You’ll partner with Design, Engineering, Operations, Risk/Controls, and Program Management to define outcomes, translate them into high‑quality requirements, and ship iteratively. You will be accountable for measurable improvements in cycle time, straight‑through processing (STP), transparency, and user satisfaction for prospects, clients, advisors, and operations.
Requirements
- 3–6 years of product management (or adjacent) experience shipping digital products; experience in wealth/private banking, fintech, or B2B workflows preferred.
- Working knowledge of onboarding/KYC/CDD, document/data collection, identity verification, e‑signature, and workflow/orchestration concepts.
- Strong requirements craft: writes testable acceptance criteria; decomposes features into incremental value; drives backlog discipline.
- Metrics‑driven; comfortable defining KPIs and using data to prioritize and iterate (e.g., STP, cycle time, funnel conversion, error rates).
- Experience collaborating in Agile environments with Design and Engineering; familiarity with Jira/Confluence (or equivalents).
- Excellent communication and stakeholder management; able to align diverse partners and make trade‑offs transparent.
Nice To Haves
- Familiarity with API‑first platforms, microservices, BPM (e.g., Camunda/Pega), identity/fraud tooling, SQL or product analytics.
Responsibilities
- Own a BAC capability (e.g., entity onboarding, document & data intake, status tracking, identity verification, e‑signature, or CRM/Portal integrations) end‑to‑end.
- Convert business goals into clear problem statements, OKRs, and prioritized backlogs; write crisp epics, user stories, and acceptance criteria.
- Partner with Design on use‑case definition, flows, and design reviews; ensure accessibility and a consistent design‑system application.
- Partner with Engineering on solution design, dependency mapping, and grooming; uphold “definition of ready/done,” and maintain Jira hygiene.
- Lead experimentation and pilot/F&F launches; instrument and analyze metrics (STP, cycle time, defect rates, adoption, CSAT).
- Coordinate cross‑domain dependencies (CRM, Client Information, KYC/CDD, Payments, Messaging) and surface risks early; support LRCC/CCM reviews and change control.
- Champion automation and AI‑assisted experiences to reduce manual touchpoints and improve data quality and transparency.
- Communicate crisply with senior stakeholders; provide status, trade‑offs, and path‑to‑green plans.
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
