Insurance Product Manager

Do you know how to turn insurance product strategy into practical solutions that help advisors and clients achieve their goals? Are you comfortable balancing governance, risk management, business growth and day-to-day execution?

We're looking for an Insurance Product Manager to:

• serve as an insurance subject-matter expert for the Insured Solutions Sales and Concierge Desk, Wealth Planning Team, Service Group, financial advisors, and field leadership
• manage the end-to-end product lifecycle, including due diligence, product reviews, approvals, launches, enhancements, repricing actions, platform activation, and ongoing maintenance
• insurance product knowledge should span across, permanent and term life insurance, hybrid linked long-term care, traditional and high limit disability, private placement, property and casualty
• prepare and present new products and material product changes to the Insurance & Annuity Product Committee; maintain clear governance records and coordinate required approvals
• partner with sales, operations, legal, compliance, finance, technology, marketing, service, and insurance carrier teams to execute initiatives and support reliable day-to-day operations
• build and maintain relationships with insurance product partners and seek opportunities to best collaborate to drive insurance product offerings
• monitor industry, carrier, product, regulatory, and advisor trends to identify platform enhancements, differentiated solutions, and responsible growth opportunities
• develop and maintain accurate product listings, marketing materials, training resources, procedures, disclosures, and intranet content
• educate advisors and internal partners through calls, regional meetings, branch visits, and targeted training sessions
• provide second-level support for complex annuity execution, in-force servicing, product, and operational issues; coordinate timely resolution and identify process improvements
• use business, sales, revenue, service, and engagement data to assess product performance, support decisions, and communicate insights to stakeholders
• lead multiple strategic and operational initiatives concurrently, managing priorities, milestones, risks, dependencies, and follow-through.

Your team

You will join the Insured Solutions team within CIO & Investment Solutions at UBS Wealth Management Americas. The team delivers income, longevity, and legacy-planning solutions through insurance and annuity products and works with financial advisors, field leadership, internal control functions, operations teams, and insurance carrier partners. You will collaborate with product managers and sales specialists to strengthen the platform, expand advisor engagement, and support positive client outcomes.

Your expertise

• a bachelor’s degree or equivalent relevant experience
• ideally 10 or more years of experience in financial services, including substantial experience with insurance and annuity products
• demonstrated experience in product management, product governance, distribution, operations, relationship management, sales support, or related function
• strong knowledge of insurance-industry practices, product structures, distribution models, and the regulatory environment
• a track record of solving complex problems, translating strategy into practical execution, and identifying growth or process-improvement opportunities
• strong project-management skills, with the ability to plan, coordinate, execute, and follow through on multiple priorities in a fast-paced environment.
• excellent written, verbal, presentation, interpersonal, and organizational skills
• strong attention to detail, sound judgment, accountability, and the ability to work effectively across functions and levels of seniority
• proficiency in Microsoft Excel, Word, and PowerPoint, including experience analyzing data and developing executive-ready presentations
Preferred Qualifications
• experience supporting financial advisors, wealth-management businesses, insurance carrier partners, or client-service teams
• experience presenting products or strategic concepts to committees, senior leaders, advisors, or large audiences
• strong relationship-development, influencing, and negotiation skills
• experience improving product, operational, or service processes through technology, data, or cross-functional change.
• a collaborative approach and willingness to contribute, learn, and respectfully challenge ideas in pursuit of better outcomes
Licenses and Registrations
• bachelor's degree
• ideally10+ years of experience in financial services and insurance industry
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (or Series 63 and Series 65) are required. Candidates who do not currently hold the registrations must be willing and able to obtain
• An active Life and Health and P&C Insurance license is required

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.