Options Specialist Consultant (Long Term)
About The Position
What You'll Do Document daily options operational tasks such as expiration processing and account-level risk management Independently identify process inefficiencies, design improvements, and implement scalable solutions Partner with Product and Engineering teams to prioritize features and test the functionality of our options products Support and Growth: Support and expand our exchange-traded derivatives advisory program, covering a range of index and single stock option strategies. Project Planning and Execution: Develop detailed project plans, and ensure projects are executed efficiently within set deadlines. Data Collection and Analysis: Gather, analyze, and interpret large data sets to support decision-making processes. Continuous Improvement: Monitor and evaluate the effectiveness of current processes. Recommend and implement improvements based on data analysis and feedback. 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: Participate in the development and testing of platform enhancements Operations and Risk Management: Document various operational and risk oversight functions including the maintenance of Key Procedural Controls over a broad range of programs.
Requirements
- Ideally 3+ years of relevant experience
- 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.
- 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 upper 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
Nice To Haves
- Advanced skills in MS Access or other databases are a plus.
Responsibilities
- Document daily options operational tasks such as expiration processing and account-level risk management
- Independently identify process inefficiencies, design improvements, and implement scalable solutions
- Partner with Product and Engineering teams to prioritize features and test the functionality of our options products
- 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
- Participate in the development and testing of platform enhancements
- Document various operational and risk oversight functions including the maintenance of Key Procedural Controls over a broad range of programs.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
