Product Manager Client Onboarding

UBS
US - New Jersey - Trenton
July 2, 2024

Job Reference #
293384BR

Job Type
Full Time

Your role
Do you know how to provide analysis and determine if systems and new implementations are fit for purpose? Are you an innovator who loves to perform investigative testing, solve problems and design solutions? Are you someone that likes to collaborate across the firm to achieve platform changes for the benefit of our clients?

We are building an expert team for Client Lifecycle Management inclusive4 of account onboarding, maintenance and closing focused on our new target onboarding platform

We're looking for a Senior Product Owner to:

Build up a deep knowledge combining both product knowhow with technology understanding
Facilitate gathering solutions with diverse of stakeholders and support function including 2nd line and technology to translate procedural changes in system specific requirements
Translate required system changes in userstories and support Technology in sprint planning of implementation.
Be a key driver in coordinating testing across different phases (product/UAT). When defects are identified you will be responsible for logging defects with appropriate detail, tracking updates and progress and retesting through resolution.
Throughout the testing phases, identify potential design gaps for further development needs.
Lend support to the training team in gathering required information to develop robust training materials to be used by our field and CSC staff.
Support as Subject Matter Experts in diverse readiness activities coordinated by readiness lead
Participate in roll out sessions as needed
Post go-live function as a Product owner in an agile structure to drive continuous change pipeline including writing business requirements, user stories, EPICS and manage the backlog of IT changes

Your team
You'll be joining the team in Weehawken, NJ in the Field and Operational Platforms (F&OP) stream which is charged with building a scalable operating model that enables FA and teams to dedicate more time to clients and reduce costs. Our Initiative Office mission is to enable process automation, transparency, standardization, timeliness and accuracy in a highly controlled workflow environment.

Your expertise

ideally 7-12+ years of experience in private banking or wealth management, preferably in a similar role
Project management/analyst experience in agile environment and experienced in epic and story writing
knowledge and experience with Client Onboarding, KYC and Client lifecycle processes would be a benefit
strong attention to detail, willingness to learn and adapt, with good written and verbal communication skills
collaborative team member with analytical, problem-solving, communication and interpersonal skills

About Us
UBS is the world's largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

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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Read the full job description and apply online on the recuiter's web-site

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