United States - New York

Business development, Business management, administration and support, Digital, Information Technology (IT), Process, project and program management, Product Management and Development

Global Wealth Management

Your role

Are you passionate about turning complex data into strategic insights that drive business impact? We’re looking for a Senior Data Analyst and Data Insights Product Manager (Power BI) to join our U.S.-based team representing a global analytics function, focused on serving the Ultra High Net Worth (UHNW Plus) client segment.

We are looking for someone like that to:
• Lead initiatives to improve data storytelling and deliver high-quality “actionable” insights tailored for executive consumption.
• Drive the design, development, and delivery of impactful data visualizations and reporting solutions using Power BI for UHNW Plus and contribute towards an aligned user experience for staff servicing our largest, most globally engaged clients
• Own and enhance the product lifecycle of dashboards and analytical tools to support business decision-making at a senior level for UHNW Plus.
• Drive UHNW plus business steering evolution with cross-functional team members in the pod as well as iteratively define and prioritize new features and develop an operating model for demand management in the US.
• Co-develop with Stream and Crew Leads, a clear business & client insights product vision, strategy and roadmap for UHNW Plus.
• Act as the key liaison between global analytics teams and local U.S. stakeholders (including Smart Technologies & Advance Analytics Team - STAAT), aligning data insights to strategic priorities.
• Ensure the quality, compliance and service readiness of the product, including technical and non-functional requirements.

Detailed salary information:
• New York: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

319205BR

City

New York

Job Type

Full Time

Your team

Your working location will be New York, Manhattan. You'll be part of the global UHNW Plus / Global Family & Institutional Wealth Data & Analytics team based in Switzerland. You will be part of the local UHNW Plus business development team and a key partner of the regional analytics team STAAT.

Your expertise

• ideally 5+ years of experience in data analysis, business intelligence, or analytics product management, ideally within financial services or wealth management.
• Deep expertise in Power BI, including DAX, data modeling, and advanced visualization techniques.
• Proven ability to translate complex data into clear, actionable insights for both technical and non-technical audiences.
• Strong communication and stakeholder management skills, with experience working in a global matrix environment.
• Familiarity with UHNW/HNW client segment data, KPIs, and industry standards is a plus.

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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.