Product Manager, Digital Solutions & AI (Wealth Management)

About the role

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 includes 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.

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).

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.
• Curiosity to explore how AI can improve workflows, with sound judgment — validating outputs and aligning with policies, risk standards, and ethical use.

Nice to have

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

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.

Pay

The indicative gross base salary range for this full-time role in New York, New York is USD 200,000 – 275,000 per annum. The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits, and additional variable compensation or awards may be provided at our sole discretion.