Senior Advisor

Santander•Miami, FL

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! 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. The Senior Advisor AIS reports to the Director of AIS.

Requirements

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
Bachelor’s degree required; Master’s degree preferred or equivalent experience
7-10 years of relevant experience or demonstrated required level of proficiency
Manage process or technology
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.

Nice To Haves

CFA certification preferable but not required.
Languages: Spanish, English

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