Senior Associate Product Manager - USPB Digital (Becoming the Client Suite)

Senior Associate Product Manager - USPB Digital (Becoming-the-Client Suite)
Global Private Bank, U.S.

Private Bank (USPB)

Location: New York Metro area

About the team
USPB Digital builds client and advisor experiences that power the Global Private Bank.

The Becoming-the-Client (BAC) suite spans the prospect-to-onboarding journey across UnO (internal onboarding), the PB client portal (external), and connected workflows with CRM, operations, and controls.

Our mission is to make onboarding faster, simpler, and more transparent-without compromising risk, compliance, or client experience.

Role summary
As a Senior Associate Product Manager, you will own a feature area within the BAC portfolio and drive it from discovery through delivery.

You'll partner with Design, Engineering, Operations, Risk/Controls, and Program Management to define outcomes, translate them into high-quality requirements, and ship iteratively.

You will be accountable for measurable improvements in cycle time, straight-through processing (STP), transparency, and user satisfaction for prospects, clients, advisors, and operations.

What you'll do


* Own a BAC capability (e.g., entity onboarding, document & data intake, status tracking, identity verification, e-signature, or CRM/Portal integrations) end-to-end.


* Convert business goals into clear problem statements, OKRs, and prioritized backlogs; write crisp epics, user stories, and acceptance criteria.


* Partner with Design on use-case definition, flows, and design reviews; ensure accessibility and a consistent design-system application.


* Partner with Engineering on solution design, dependency mapping, and grooming; uphold "definition of ready/done," and maintain Jira hygiene.


* Lead experimentation and pilot/F&F launches; instrument and analyze metrics (STP, cycle time, defect rates, adoption, CSAT).


* Coordinate cross-domain dependencies (CRM, Client Information, KYC/CDD, Payments, Messaging) and surface risks early; support LRCC/CCM reviews and change control.


* Champion automation and AI-assisted experiences to reduce manual touchpoints and improve data quality and transparency.


* Communicate crisply with senior stakeholders; provide status, trade-offs, and path-to-green plans.

Qualifications


* 3-6 years of product management (or adjacent) experience shipping digital products; experience in wealth/private banking, fintech, or B2B workflows preferred.


* Working knowledge of onboarding/KYC/CDD, document/data collection, identity verification, e-signature, and workflow/orchestration concepts.


* Strong requirements craft: writes testable acceptance criteria; decomposes features into incremental value; drives backlog discipline.


* Metrics-driven; comfortable defining KPIs and using data to prioritize and iterate (e.g., STP, cycle time, funnel conversion, error rates).


* Experience collaborating in Agile environments with Design and Engineering; familiarity with Ji...