UBS

Client360 Product Manager

UBS$158K — $186K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Computer Science, Math, Engineering, or related field, or equivalent experience.
  • Experience in product management within financial services or similarly regulated environments.
  • Strong foundation in product fundamentals, especially agile delivery and outcome-driven prioritization.
  • High data fluency with the ability to manage datasets.
  • Genuine curiosity about AI and analytics with a clear communication style for technical and business discussions.
  • Mindset valuing privacy and secure solutions.
  • Familiarity with CRM or client data platforms, and experience with Power BI or reporting platforms is a plus.

Responsibilities

  • Design AI-driven products that deliver proactive insights and automation in sales workflows.
  • Own end-to-end product delivery from discovery to measurable impact assessment.
  • Collaborate with engineers and data teams to develop solutions across various platforms.
  • Embed governance controls in systems to ensure security and compliance.
  • Balance immediate wins with the long-term modernization strategy.
  • View CRM as a product powered by clean data and intelligent automation.
  • Surface insights directly into daily workflows.

Benefits

  • Comprehensive health and wellness benefits.
  • Retirement savings plans with company matching.
  • Opportunities for professional development and training.
  • Flexible working arrangements to promote work-life balance.
  • Access to employee resource groups and networking opportunities.
Full Job Description
Your role

Do you like to work on real products used daily by front office teams? Are you looking to gain hands on exposure to AI, analytics, and large-scale data platforms?
Would you like to learn how to build secure, compliant systems in one of the most complex environments in the industry?
Would you like to help design and scale platforms that sit at the heart of how sales teams understand clients, spot opportunities, and make decisions?
Do you like to work at the intersection of product, data, AI and engineering, helping transform complex systems into intuitive, high impact experiences?

UBS is looking for a Client360 Product Manager to:
• design AI first products that deliver proactive insights, automation, and decision support directly into sales workflows and treat data as a product, ensuring client data is well structured, high quality and ready to power analytics and AI use cases
• own end-to-end product delivery, from discovery and roadmap definition through to launch, adoption, and measurable impact and define success using data, tracking adoption, efficiency, workflow automation, data quality, and business outcomes
• partner closely with engineers, quants, and data teams to shape solutions across data platforms, analytics layers, AI services, and front-end experiences
• embed controls by design, working with governance and risk partners to build secure, compliant, and trusted systems and remove friction from workflows, reducing manual steps and duplicated effort across the Client360 ecosystem
• balance short term wins with long term modernization, helping evolve the broader Client360 and Distribution strategy
• think about CRM not just as a tool, but as a product powered by clean data, strong models, intelligent automation, and AI ready foundations-surfacing insights directly into day-to-day workflows

Your team

You'll join the Client360 Product team within Global Markets Digital Distribution, working closely with:
• product managers, engineers, and quants building data driven platforms
• CRM, cloud, and data platform engineers modernizing core infrastructure
• governance, security, and risk teams shaping safe and compliant access to data
• business leads across Distribution, Execution and Research
Together, the team focuses on smarter use of data and AI to strengthen client relationships, increase productivity and drive sustainable growth

Your expertise
• bachelor's degree or the international equivalent in Computer Science, Math, engineering or a related filed or the equivalent experience in a similar role
• experience in product management within financial services or another regulated, data heavy environment
• strong grounding in product fundamentals-roadmaps, discovery, agile delivery, and outcome driven prioritization
• high data fluency, with the ability to think in data models, understand lineage and manage datasets as core assets
• genuine curiosity about AI and analytics, and how they can be applied responsibly at enterprise scale and the ability to work with technical teams while communicating clearly with the business leads
• a mindset that values controls, privacy and "secure by design" solutions
• exposure to CRM or client data platforms and experience with Power BI, analytics, or reporting platforms would be a plus
• familiarity with the Microsoft ecosystem (Azure, Copilot, data platforms) is highly desirable
• interest in UX and user research, with a desire to build intuitive, high adoption products and awareness of desktop interoperability standards (e.g. OpenFin / FDC3)

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 158750 - max USD 186250 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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