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Julie Yingst

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Roles available for:

  • Fractional
  • Consulting
  • Contract
  • Interim

FCPO

Fractional Chief Product Officer

  • Brooklyn, New York, United States
  • Country experience:

    • Switzerland
      Western Europe

    • Germany
      Western Europe

    • United States of America
      Northern America

  • Languages:
    • English
      English
      Level: Native
Achievements
Charter
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  • Expertise
    Product Management Strategy 0-to-1 Launches Operationalizing AI Team Leadership & Growth UX Research Enterprise Software (B2B & B2C) Financial Services & Fintech GTM Strategy Agile Data & Analytics Design Thinking
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Julie Yingst

Add to favorites

Roles available for:

  • Fractional
  • Consulting
  • Contract
  • Interim

FCPO

Fractional Chief Product Officer

  • Brooklyn, New York, United States
  • Country experience:

    • Switzerland
      Western Europe

    • Germany
      Western Europe

    • United States of America
      Northern America

  • Languages:
    • English
      English
      Level: Native
Achievements
Charter
Why hire me in a fractional role
I help companies move from concept to market quickly. I build product infrastructure and processes that enable scaling—validating product-market fit, establishing frameworks for roadmapping and research, and developing teams. I operationalize AI, design platforms that create leverage, and coach talent strategically. You get a seasoned product executive who works across the full stack—backend architecture to user experiences—without full-time overhead.
Experience
  • Executive Director

Strengths in this role: Strategic Planning: Use outcomes research to identify key opportunity areas. Coaching: Develop talent through autonomy and investment, not micromanagement. Communication: Tailor based on audience for resonance and persuasion. Research & Data: Ground decisions in user behavior and data. Platform Building: Build infrastructure enabling leverage. Lean Validation: Rapidly assess feasibility and user needs before further investment. Experimentation: Data-driven testing for iterative progress.

Industry Group: Finance

Industry: Financial Services

Years of experience: 11 years

Company name: UBS

Company size: 100,000 employees

Role in this company: Head of AI products and emerging tech for Wealth Management Americas. Led global teams to scale the AI for Financial Advisors platform from POC to enterprise deployment, resulting in measurable advisor productivity gains (3-4 hours saved in prep per meeting) and multimillion-dollar asset moves. Established the org as UBS's AI innovation engine. Publicly featured on the UBS website: https://www.ubs.com/us/en/wealth-management/financial-advisor-experience/articles/ai-for-financial-advisors.html

  • Degrees & accreditations

    Colgate University, Bachelors of Arts

    Chicago Booth School of Business, Behavioral Economics Certification

    Duke Fuqua School of Business, Machine Learning Certification

    Nielsen Norman Group, User Experience Certification: Research Specialization

  • Success story

    At UBS, I identified siloed client data as a critical pain point for wealth management advisors through outcomes-based research—high importance, low satisfaction. I built a working proof-of-concept that surfaces relevant client data in context. Early technical assessment and prioritizing outcomes enabled the POC to successfully scale into what is now UBS's AI for Financial Advisors platform, which saves advisors 3-4 hours per meeting and facilitates multi-million dollar asset moves.

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