Advisor SAS

Advisor SAS

Country : United States of America

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 whats possible. This is more than a strategic shift. Its 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 Investment Advisor provides bankers investment support namely strategic and tactical asset allocation advice and security selection (fixed income equities structured notes mutual funds and discretionary managed portfolios) Works independently with the bankers in their environment implementing an investment culture while assisting them achieve their commercial goals. The Investment Advisor will work within the SAS team which in total covers approximately 30 Premier bankers (about 3000 clients with $3 billion) plus the custody accounts in Private Banking.

The Investment Advisor reports to the SAS Sr. Manager

Position Duties / Responsibilities :

Analyze investment portfolios identifying risks and opportunities. Based on the clients investment profile the Investment Advisor will identify risks such as concentrations in a security sector and industry or asset class and make the appropriate recommendation. Based on clients preferences IA will make the appropriate security selection.

Manage the Investment process and to identify investment opportunities in conjunction with the Banker Coordinators / Team Leaders. Drive the strategic investment initiatives through the Opportunities Process.

Provide assistance to the banker in the commercialization of sophisticated products and investment proposals (structured notes PE Hedge Funds) to final clients.

Provide leadership as it relates to communicating and implementing the Banks investment strategy promoting an investment culture in his or hers area of influence.

Participate in investment forums to provide market ideas.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge

Knowledge of financial markets

Modern Portfolio Theory (Asset Allocation)

Strong commercial (internal sale) skills

Education :

Bachelors degree required or equivalent experience

Business Experience :

5-7 years of relevant experience or demonstrated required level of proficiency

Technical Knowledge :

Computer and Bloomberg skills

Self-starter Ability to work independently Ability to properly prioritize and manage time Strong work ethics Team player

Excellent communication skills and interpersonal skills

Ability to win people over and Subject matter credibility

Licenses / Certifications :

CFA a plus

Languages :

Portuguese 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 :

$75000.00 USD

Maximum : $122500.00 USD

We Value Your Impact :

Your contribution matters and its 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 ()

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 standingand 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.

What To 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 to discuss your needs.

Required Experience :

Unclear Seniority

Key Skills

Catering,Facilities Management,Bakery & Pastry,Attorney,Data Mining,AC Maintenance

Employment Type : Full-Time

Experience : years

Vacancy : 1