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WM Americas, PKR Platforms, Product Manager
WM Americas, PKR Platforms, Product Manager-November 2024
Hoboken
Nov 27, 2024
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
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About WM Americas, PKR Platforms, Product Manager

  Your role

  Do you want to play a key role in driving the long-term commercial success of UBS's products in alignment with our purpose, client promise and strategic imperative? Are you an ambassador of the new ways of working and culture? Are you passionate about simplifying the way we work?

  At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative.

  We're looking for a Product Manager to:

  • co-develop a clear product vision, strategy and roadmap for the Periodic KYC reviews, covering the full product development lifecycle (including creation, version and infrastructure upgrades, and eventual decommissioning)

  • conduct comprehensive reviews of core platforms, policies, business processes and workflows in partnership with our partners in Legal, Risk and Compliance, and other key stakeholders

  • increase the overall quality of PKR process and tooling including operational health, and Financial Advisor satisfaction, and the delivery of valuable outcomes

  • drive product changes iteratively and continuously together with cross-functional team members in the pod

  • act as product owner within an agile team, participating in agile ceremonies and ensuring the product requirements are clear to designers and engineers.

  • support pod Objective and Key Results and provide relevant product measurements and metrics to meet overall business goals

  • ensure the quality and compliance of the product, from also a technical and non-functional requirement

  • empower and develop team members, and strive for continuous improvement whilst making space for learning and innovation

  • interact with clients and internal consumers to understand their needs and assess market fit, analyze the business context and competitor landscape

  • continue to digitize and leverage emerging technologies to drive operational excellence and maintain high data quality standards

  • collaborate with other key platform owners (e.g., Client Onboarding, client and account data master) to drive a fully integrated experience and solution

  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.

  Your team

  The Field and Operational Platforms team is responsible for transformational strategies that provide better tools for our Financial Advisors, support professionals, and our clients. You will be working in Periodic KYC reviews program, which included the respective platforms, processes, and workflows. In close partnership with our control partners in Legal, Risk, and Compliance, you will be responsible for identifying areas of continuous improvement to stay aligned to changing regulations and drive operational excellence for the PKR program - inclusive of connection points into client onboarding, enhanced due diligence, and periodic KYC reviews based on client risk ratings.

  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

  • bachelor's degree or equivalent experience

  • ideally 10 plus years of experience in Wealth Management

  • proven experience in and deep-subject matter expertise of the financial services industry, wealth management, and branch operations and processes

  • experience leading and delivering largescale cross-enterprise programs and teams, including in the Enhanced Due Diligence and PKR space

  • highly motivated independent leader with a strong work ethic

  • experience and knowledge of Agile methodologies and practices

  • ability to effectively communicate in both business and technical contexts including managing relationships with industry partners and other teams

  • excellent analytical, process-oriented, problem-solving, and issues-resolution skills

  • ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges

  • strong interpersonal skills - freely develops networks, builds consensus, and prioritizes effectively

  • active listening and communication skills to build networks and partnerships at all levels

  • data-driven, analytical and innovative mindset to understand the business context and make the right decisions

  *LI-UBS

  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.

  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

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