Product Manager, Advisory Product Management

Full Time
Weehawken, NJ 07086
Posted
Job description
United States - New Jersey
Product Management and Development
Global Wealth Management

Job Reference #

273664BR

City

Weehawken

Job Type

Full Time

Your role

Do you have a passion for driving and delivering digital solutions that delight your users? Are you a strategic thinker with strong business acumen? More than simply delivering features, do you aim to drive the business forward?

We're looking for someone with these qualities who can:

  • manage one or more components of end-to-end Advisory platform covering both strategic and steady state support and ensure alignment to multi year platform strategy/roadmap
  • engage on functional design of new advisory platforms/programs, and enhancements to existing programs.
  • familiarity with the entire Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management & understand Advisory solutions, including firm, advisor and client discretionary products
  • strong internal IT and vendor management capabilities to drive quality deliverables and manage to aggressive timelines
  • collaborate with leads across Business, Platform & Technology counterparts, building strong relationships across the firm
  • proactively identify value-added solutions and then develop and implement change initiatives which move the business forward
  • provide thought leadership around how to maximize the platform experience and capabilities that should be introduced

Your team

You’ll be joining the Digital Strategy and Platforms (DS&P) team in Weehawken, NJ reporting to the Digital Advisory Platforms. This team is focused on integrating the various segmented needs of the business into a strategically-focused whole through the delivery of best-in-class, customer-centric solutions.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • ideally a bachelor's degree or equivalent, with an advanced degree (preferred)
  • ideally 2 - 5+ years of product and platform management experience showing progression/promotion with an understanding of workplace business, corporate and retail clients need
  • understanding of Portfolio Management and Trading software (eg. Vestmark)
  • understanding of the Wealth Management Industry and Advisory products and services. This should include:
o advisory solutions, including firm, advisor and client discretionary products
o end to end Advisory lifecycle including prospecting, proposals, enrollment and maintenance, portfolio construction and portfolio management
o unified Advisory Platform / Unified Managed Account capabilities, including sub-accounting, rebalancing and surveillance

  • LI-UBS

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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