Market Director, Investments, Boston, MA
About The Position
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! The Difference You Make The Market Director, Investments is responsible for recruiting high quality Financial Advisors, and providing their team with the supervision and leadership necessary to achieve superior sales results and client satisfaction. Lead, coach, and develop Financial Advisors by delivering training on operations, sales, reporting, product knowledge, and compliance. Ensure adherence to all licensing and regulatory requirements, including FINRA, FDIC, and applicable state and federal regulations, as well as internal policies. Partner with senior leadership to develop and execute business plans aligned with Santander Investments’ objectives for product distribution across the branch network. Build and maintain strong relationships with internal stakeholders through regular communication, updates, and collaboration. Develop and execute sales strategies to drive growth, including prospecting, client acquisition, and relationship management. Present investment solutions to clients and support Financial Advisors in closing business and deepening client relationships. Oversee market-level operations to ensure alignment with strategic goals, performance targets, and long-term objectives. Manage P&L responsibilities, including budgeting, forecasting, expense management, and resource allocation. Allocate and optimize resources (people, processes, and capital) to achieve business objectives. Contribute to the development and implementation of business strategies, policies, and initiatives that impact financial and operational performance.
Requirements
- Bachelor’s Degree or equivalent work experience – Required
- 9+ years of investment services experience – Required
- 5+ years of supervisory experience – Required
- 5+ years of sales management experience within financial services – Required
- Strong interpersonal, verbal, and written communication skills
- Proven relationship management and negotiation abilities
- Strategic thinker with a track record of driving business results
- Analytical mindset with attention to detail and strong organizational skills
- Demonstrated ability to lead through collaboration and teamwork
- Innovative and solutions-oriented approach
- FINRA Series 7 and 66, or Series 7, 63, and 65 – Required.
- Series 24 – Required.
- Appropriate state insurance licenses – Required.
Nice To Haves
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Responsibilities
- Recruiting high quality Financial Advisors
- Providing their team with the supervision and leadership necessary to achieve superior sales results and client satisfaction
- Lead, coach, and develop Financial Advisors by delivering training on operations, sales, reporting, product knowledge, and compliance
- Ensure adherence to all licensing and regulatory requirements, including FINRA, FDIC, and applicable state and federal regulations, as well as internal policies
- Partner with senior leadership to develop and execute business plans aligned with Santander Investments’ objectives for product distribution across the branch network
- Build and maintain strong relationships with internal stakeholders through regular communication, updates, and collaboration
- Develop and execute sales strategies to drive growth, including prospecting, client acquisition, and relationship management
- Present investment solutions to clients and support Financial Advisors in closing business and deepening client relationships
- Oversee market-level operations to ensure alignment with strategic goals, performance targets, and long-term objectives
- Manage P&L responsibilities, including budgeting, forecasting, expense management, and resource allocation
- Allocate and optimize resources (people, processes, and capital) to achieve business objectives
- Contribute to the development and implementation of business strategies, policies, and initiatives that impact financial and operational performance
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
