Wealth Management, UMA Development, Vice President

Build the platform that helps advisors deliver exceptional investment experiences for clients around the world. You’ll own meaningful outcomes—turning user needs into scalable product capabilities that improve proposals, portfolio implementation, and ongoing servicing. You’ll grow your product leadership through mobility, mentorship, and exposure to senior stakeholders across business, technology, and control partners. You’ll join a collaborative team that values curiosity, accountability, and inclusive problem-solving.

If you’re energized by complex challenges and tangible impact, you’ll thrive with us.

As aProduct Owner (Vice President) in the International Private Bank Managed Product team, you will shape and deliver enhancements to our managed investments platform that supports advisors, portfolio managers, and partners globally. You’ll translate user needs into a clear roadmap and actionable delivery plans, balancing scalability, resiliency, and stability. You’ll work with us in a fast-paced, partnership-driven culture where you can influence outcomes and learn from diverse perspectives.

Together, we’ll improve the tools and workflows that help teams serve clients with excellence.

• Partner with advisors, portfolio managers, and stakeholders to understand investment workflows and prioritize platform opportunities
• Collaborate with business stakeholders, technology and operations partners to deliver resilient, scalable, and stable platform capabilities
• Lead discovery activities, including user research and journey mapping, to define problems and validate solutions
• Translate requirements into clear user stories, acceptance criteria, and prioritized backlogs for delivery teams, aligned to business outcomes and user needs
• Usedata, performance metrics, and qualitative feedback to inform prioritization and design decisions
• Communicate progress, dependencies, and trade-offs through clear updates and governance routines
• Identify risks and issues early andescalateappropriately to keep delivery on track
• Drive continuous improvement across product processes, controls, and user experience

• Demonstrated experience owning a digital product or platform from discovery through delivery
• Strong capability togather requirements, write user stories, and manage a prioritized backlog
• Experience partnering cross-functionally with technology, operations, and business stakeholders to deliver outcomes
• Ability to navigate ambiguity, competing priorities, and tight timelines while maintaining high standards
• Strong verbal and written communication skills, with the ability to simplify complex topics for different audiences
• Comfort presenting to and influencing senior stakeholders through structured updates and clear recommendations
• A collaborative, inclusive working style, and commitment to shared team success

• Experience supporting wealth management or private banking investment workflows (proposals, portfolio implementation, servicing)
• Knowledge ofmanaged investments products, platforms, or related operating models
• Experience using product analytics and user research to drive prioritization and design choices
• Experience working across multiple regions and time zoneswith globally distributed partners
• Background partnering withrisk, controls, and governancefunctions within a regulated environment