UBS · 1 day ago
Product Specialist – Managed Options Strategies
Weehawken, NJ
Full-time
Onsite
Entry, Mid Level
$90K/yr - $120K/yr
2+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Product Specialist to join their Advisory Solutions team, where the role involves supporting options-based strategies, project management, and data analysis to enhance advisory initiatives.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support and expand our exchange-traded derivatives advisory program, covering a range of index and single stock option strategies
Develop detailed project plans, and ensure projects are executed efficiently within set deadlines
Gather, analyze, and interpret large data sets to support decision-making processes
Monitor and evaluate the effectiveness of current processes. Recommend and implement improvements based on data analysis and feedback
Streamline processes to ensure seamless client onboarding and life cycle management
Collaborate with management on both strategic initiatives and tactical projects
Lead the development and testing of platform enhancements
Conduct various operational and risk oversight functions including the maintenance of Key Procedural Controls over a broad range of programs
Qualification
Required
Bachelor's degree, preferably in finance or a related discipline
Ideally 2+ years of relevant experience
FINRA Series 7/66 (or equivalent) required; FINRA Series 4 is a plus
Working knowledge of options fundamentals (Greeks, pricing, expiration cycles, etc.)
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
Proven experience in managing complex projects, including planning, execution, and monitoring
Ability to develop detailed project plans, manage timelines, and ensure successful project delivery
Excellent oral and written communication skills with strong attention to detail
Experience in collaborating with various stakeholders, including Financial Advisors, external Money Managers, and Advisory management
Strong analytical skills with the ability to collect, analyze, and interpret data; ability to work with big data sets
Intermediate/advanced proficiency in Excel and PowerPoint; advanced skills in MS Access or other databases are a plus
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-24
Ledger Insights - blockchain for enterprise
2026-01-24
2026-01-23
Company data provided by crunchbase