Structured Solutions Origination & Business Development

Finsight Group Inc; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

UBS in New York is seeking a product and platform developer to join the Structured Products Origination team within UBS Wealth Management, working across SP Origination to develop and enhance markets platforms for clients and Financial Advisors.

The role requires 5–8 years in a markets function with structured or derivative investments, plus proficiency in AI and automation tools to improve workflows while adhering to policies, risk standards, and ethics. Series 7 and 66 are required.

Qualifications

• 5–8 years of experience in a markets function with structured or derivative investments.
• Adept in developing and using AI and other tools for automation and platform management.
• Series 7 and 66 required.
• Strong knowledge across equities, fixed income, FX, rates, commodities and credit.

Responsibilities

• Develop and enhance markets platforms for UBS Wealth Management in SP Origination.
• Price and offer cross-asset structured products and perform structuring analysis on derivative strategies and related market impacts.
• Support end-to-end FA and client management processes.
• Ensure compliance with regulations, policies and risk controls.

Skills

Structured/derivative investments

AI for automation

Financial markets knowledge

Regulatory awareness

Client relationship development

Tools

Automation tools

AI platforms

Market data platforms

Job description

Structured Solutions Origination & Business Development

This position involves developing and managing structured products within UBS Wealth Management while ensuring compliance with regulations. Key requirements include 5 to 8 years of experience in a markets function, particularly with structured or derivative investments, and proficiency in automation and AI tools.

Do you have experience with structured products or derivative investments? Are you a goal-oriented individual? Do you know how to innovate with AI and drive enhancements using technology and automation?

We're looking for a product and platform developer to:

• work within the Structured Products Origination team and collaborate with SP and other distribution teams, COO, internal control, and operational functions to develop and enhance our markets platforms for UBS Wealth Management
• develop, price and offer cross asset structured products, provide technical expertise and structuring analysis on derivative strategies and related market impacts, and assist in business development initiatives, including analytical, data, and digital enhancements, each with respect to Global Wealth Management Americas
• follow and manage regulations, compliance policies, desk policies, controls, procedures and guidelines
• support the end-to-end FA and client management processes

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

The team

You’ll be joining a leading franchise working in the SP Origination team within UBS Investment Bank’s Unified Global Markets (UGM) Americas group based in UBS’s US headquarters in New York City. UGM offers a full range of markets products to UBS Wealth Management, providing global access to primary and secondary markets through bespoke and widely traded investment instruments. As a product and platform developer within SP Origination, you’ll play a vital role in making sure we help UBS’s Financial Advisors and clients understand, transact and manage their structured products.

Your skills and experience

• ideally 5 to 8 years' experience in a markets function, with a strong working knowledge of Structured or Derivative Investments, Equities, Fixed Income and FX, Rates, Commodities and Credit products
• Adept in developing and using AI and other tools and applications for automation, process enhancements, and platform management - validating outputs and aligning with policies, risk standards, and ethical use.
• Proficient understanding of the markets, discussing a broad spectrum of complex products and applicable risks
• Excellent verbal, written, analytical, and organizational skills
• Proven understanding of the regulatory environment and its impacts
• Able to work both autonomously and collaboratively within a team structure
• Series 7 and 66 required

You are:

• able to set priorities, pay attention to details, and manage deadlines
• able to develop and maintain strong sales relationships
• driven, with ability to thrive in a high-paced environment with a consistently professional manner
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Salary information

The indicative gross base salary range as a full-time equivalent role:

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.