Product Specialist - Managed Options Strategies

Your role

Advisory Solutions is looking for a highly skilled and motivated individual to join their team as a Product Specialist. This role involves working closely with Financial Advisors, external Money Managers, and Advisory management to develop and support options-based strategies. Additionally, the position requires strong project management and data analysis skills to support broader Advisory initiatives.

Key Responsibilities:
• Support and Growth: Support and expand our exchange-traded derivatives advisory program, covering a range of index and single stock option strategies.
• Project Planning and Execution: Develop detailed project plans, and ensure projects are executed efficiently within set deadlines.
• Data Collection and Analysis: Gather, analyze, and interpret large data sets to support decision-making processes.
• Continuous Improvement: Monitor and evaluate the effectiveness of current processes. Recommend and implement improvements based on data analysis and feedback.
• Customer Experience: Streamline processes to ensure seamless client onboarding and life cycle management
• Strategic and Tactical Engagement: Collaborate with management on both strategic initiatives and tactical projects
• Enhancement Development: Lead the development and testing of platform enhancements
• Operations and Risk Management: Conduct various operational and risk oversight functions including the maintenance of Key Procedural Controls over a broad range of programs

Detailed salary information:
• Weehawken: the salary range for this role is $90000 to $120000
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.

Your team

Based in UBS's Home Office in Weehawken, New Jersey, you will join the Program Management team within the Chief Investment Office, Investment Solutions division of Wealth Management Americas. Our primary objective is to provide Financial Advisors with the support and resources they need to deliver advice and guidance to our clients.

Your expertise

• Education: Bachelor's degree, preferably in finance or a related discipline.
• Ideally 2+ years of relevant experience
• Certifications: FINRA Series 7/66 (or equivalent) required; FINRA Series 4 is a plus.
• Options Knowledge: Working knowledge of options fundamentals (Greeks, pricing, expiration cycles, etc.).
• Financial Services Knowledge: Familiarity with the financial services industry, including an understanding of investment products and strategies. Experience working with Financial Advisors and external Money Managers is a plus.
• Project Management: Proven experience in managing complex projects, including planning, execution, and monitoring. Ability to develop detailed project plans, manage timelines, and ensure successful project delivery
• Communication Skills: Excellent oral and written communication skills with strong attention to detail.
• Stakeholder Management: Experience in collaborating with various stakeholders, including Financial Advisors, external Money Managers, and Advisory management.
• Analytical Skills: Strong analytical skills with the ability to collect, analyze, and interpret data; ability to work with big data sets
• Technical Skills: Intermediate/advanced proficiency in Excel and PowerPoint; advanced skills in MS Access or other databases are a plus.

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.