Sr. Advisor

Santander US

Miami, FL

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JOB DETAILS

SKILLS

Business Development, Communication Skills, Customer Satisfaction, Customer Support/Service, Develop and Maintain Customers, Due Diligence, English Language, Financial Services, Fixed Income Investments, Foreign Exchange (FX), Fundamental Analysis, Interpersonal Skills, Investment Management, Investment Services, Investment Strategy, Market Analysis, Market Trend Analysis, Marketing, Procedure Development, Process Improvement, Process Management, QoS (Quality of Service), Regulations, Risk, Risk Management, Sales, Sales Support, Spanish Language, Strategic Planning

LOCATION

Miami, FL

POSTED

1 day ago

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

Position Summary:

The Senior Advisor AIS primary responsibilities include Trading Execution and active Advisory for professional clients under the AIS platform. As part of the Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts.

The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on proprietary and third party research. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income, derivatives, structured products, and foreign exchange products. Assist in new business development opportunities and acts as primary resource for investment communication.

Position Duties / Responsibilities

• Provide coverage and due diligence in the equity and fixed income markets so Professionals clients may utilize it in the asset allocation process.

• Complete technical and fundamental analysis, generate investment ideas and provide research to advisors, portfolio managers and clients

• Support the sales force to ensure the maintenance of existing accounts as well as growth of new accounts (with particular focus on the AIS platform).

• Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.

• Execute trades in client accounts in accordance with client orders.

• Manage under appropriate supervision the selected portfolios of clients.

• Generate new business opportunities and promote the development of the Active Investment Services through marketing to sales force and clients.

• Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.

• Contributes to the evaluation, control and minimization of risks within the AIS Department activity.

• Reduce administrative problems and take initiative in resolving them. Eliminate errors and propose improvements in the processes.

• Support the risk control process and established procedures/regulations.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge:

• Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers.

• Capable of highly independent work and act as a self-starter in completing market analysis and identifying potential areas of opportunity.

• Able to adjust communication style based on customer.

• Trading capabilities

Education:

Bachelor’s degree required; Master’s degree preferred or equivalent experience

Business Experience:

7-10 years of relevant experience or demonstrated required level of proficiency

Supervisory / Management Scope:

Manage process or technology

Technical Knowledge Excellent communications and interpersonal skills.

Analytical skills. Ability to detect and anticipate major market trends

Creativity, with a sense of initiative

Ability to work in a team based environment

Software skills.

Licenses / Certifications:

CFA certification preferable but not required.

Location:

San Diego, New York and/or Houston.

Languages:

Spanish, English

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$127,500.00 USD

Maximum:

$220,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (https://businessolver.foleon.com/santander/2026-santander-eguide/)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

WhatTo Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

About the Company

Santander US

We are Santander Bank, N.A., one of the country's top retail banks by deposits and a wholly owned subsidiary of one of the most respected banks in the world: Banco Santander. Our parent company, Santander Group, serves more than 100 million customers in the United Kingdom, Latin America, and Europe. Here in the Northeast, we are a team of 9,800 individuals all committed to a single mission: to help customers make progress toward their goals. We aim to make banking hassle-free by providing simple ways for customers to spend, save and manage their money.

Santander is recruiting people like you who want to be challenged and strive for something better. At Santander, you'll be rewarded with competitive compensation and market leading benefits. You'll have access to comprehensive career development programs that empower you to grow and advance. You'll discover a company where you can shape a bright future.

COMPANY SIZE

5,000 to 9,999 employees

INDUSTRY

Banking

FOUNDED

1902

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