Product Specialist - Managed Options Strategies

UBS • Weehawken, NJ

57d • $90,000 - $120,000

About The Position

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.

Requirements

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees