Product Specialist – Managed Strategies

Job Reference # 323452

City:
Weehawken

Job Type: Full Time

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.

• 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, recommending and implementing improvements based on data analysis and feedback.
• Streamline processes to ensure seamless client onboarding and lifecycle 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 maintaining Key Procedural Controls over a broad range of programs.

Weehawken: the salary range for this role is $90,000 to $120,000.

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

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

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.

• 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.

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.

US Only:
The expected salary range for this role is $90,000 to $120,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see “Your role” section for detailed salary information.

At UBS, we know that it's our people, with their diverse skills, experiences…