United States - New Jersey

Portfolio and fund management

Global Wealth Management

Your role

Advisory Solutions is seeking a detail-oriented and intellectually curious Product Specialist to support and expand our Managed Options Strategies (MOS) business. In this role, you will work closely with Financial Advisors and their teams, external Money Managers, and Advisory management to drive the growth and ongoing development of our options-based strategies within Advisory Solutions.

Key Responsibilities:
• Support and Growth: Support and expand our exchange-traded derivatives advisory program, covering a range of index and single stock option strategies.
• Sales and Education: Promote sales by identifying target opportunities and educating Financial Advisors regarding potential solutions
• 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

Detailed salary information:
• Weehawken: the salary range for this role is $110000 to $157000
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 #

323453BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

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.
• 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.).
• Communication Skills: Excellent oral and written communication skills with strong attention to detail.
• Analytical Skills: Strong analytical and problem-solving skills required, ability to work with big data sets
• Technical Skills: Intermediate proficiency in Excel and PowerPoint; advanced skills in MS Access or other databases are 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 $110000 to $157000 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.