Product Specialist II

Product Specialist II Job Description Template

Our company is looking for a Product Specialist II to join our team.


  • Assist in the on-boarding process of clients;
  • Manage secondary market of market-linked structures;
  • Conduct marketing presentations in front of large audiences;
  • Identify research-driven trading ideas and market opportunities to drive business;
  • Proactively develop and maintain relationships with financial advisors;
  • Liaise with senior management and members of legal, compliance, trading and research;
  • Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients.


  • MS, MBA and/or CFA are desirable but not necessary;
  • At least 2 years of relevant work and analytical experience in the areas described above;
  • Multi-tasking and ability to work under pressure;
  • Strongly preferably Series 66 (or equivalent) and 79, or willingness to take the tests as needed;
  • Very strong quantitative, analytical and communication skills;
  • Excellent Bloomberg and MS Office skills;
  • FINRA registered representative with Series 7 required;
  • Strong marketing and presentation skills;
  • Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.