Product Specialist PDM, Associate

Santander
$175,000 - $225,000Onsite

About The Position

The CIB PDM-IC5 is responsible for the origination, structuring, distribution and trading of syndicated bank loans and other credit products (e.g. Trade & Working Capital Solutions) to major corporations and institutions, as both issuers and investors, of their assigned own new business development goals. The role partners closely with product, coverage, risk and legal teams to execute transactions, expand investor relationships and optimize distribution strategies.

Requirements

  • Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
  • 5+ Years Business Development, Product Specialist Management, or related experience. - Required.
  • Demonstrated successful execution of syndicated loan transactions
  • Intellectually product savvy, energetic, and self-motivated with strong initiative to achieve sales goals.
  • Proficiency in Microsoft office products - Word, Excel and Outlook.
  • Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
  • Ability to analyze/understand leading technologies and companies.
  • Ability to travel within assigned territory as required.
  • Strong analytical / problem solving skills.
  • Strong relationship management and negotiation skills.
  • Expert presentation and public speaking skills.
  • Ability to work independently.

Nice To Haves

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience working with institutional investors, banks and/or insurers.
  • Knowledge of trade finance, working capital or structured credit products.

Responsibilities

  • Oversees the development of financial models and underwriting criteria in support of the group’s origination activities.
  • Oversees preparation of syndication materials, investor presentations, information memoranda and transaction marketing materials.
  • Drives transaction due diligence and execution across internal and external stakeholders
  • Develops and maintains relationships with banks, institutional investors, private credit funds, insurance brokers and providers.
  • Advises on syndication strategy, pricing, and market execution
  • Researches industries, market trends, and investor appetite
  • Represents Santander in client meetings, industry conferences, and investor presentations.
  • Identifies new investor relationships and develops distribution strategies for emerging asset classes.
  • Oversees junior level staff from a financial, operational, competitive and industry perspective.

Benefits

  • 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.
  • 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)
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