Head of Investment Products, Miami, FL at Santander

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Senior executive experience leading investment vision, philosophy, and strategy in wealth management
Expertise in asset allocation, investment research, portfolio construction, product due diligence, and advisor enablement
Knowledge of investment products (e.g., mutual funds, ETFs, SMAs, alternatives), advisory programs (e.g., model portfolios, UMAs), and planning solutions (e.g., insurance, annuities, structured products)
Ability to ensure alignment of investment decisions with client goals, firm risk standards, and fiduciary responsibilities
Capability to deliver thought leadership and support scalable, customized client solutions

Responsibilities

Define and communicate the firm’s long-term investment philosophy and strategic/tactical asset allocation frameworks
Develop capital market assumptions, investment outlooks, and risk-return models
Lead portfolio construction guidelines for different client risk profiles and investment objectives
Oversee the development of model portfolios, unified managed accounts (UMAs), and customized portfolio solutions
Define and execute the firm’s product strategy to support business growth and advisor/client needs
Identify product gaps and opportunities based on market trends, client demand, and competitive analysis
Lead the development and launch of new investment and advisory products and solutions
Continuously assess and refine the existing product platform to improve quality, efficiency, and profitability
Direct macroeconomic and market research to inform investment strategy
Publish regular investment commentary, white papers, and market outlooks for clients and advisors
Serve as a public spokesperson on investment issues via media appearances, panels, or client events
Identify emerging trends across traditional and alternative asset classes
Supervise due diligence on third-party investment products (ETFs, mutual funds, SMAs, private equity, alternatives, etc.)
Serve on the COI/FIDO committee
Maintain an approved investment product platform aligned with performance, cost, and suitability standards
Ensure rigorous qualitative and quantitative evaluation of managers and strategies
Monitor industry trends, competitor product offerings, regulatory changes, and client behavior
Use data analytics and feedback loops to guide product enhancements and innovation
Evaluate third-party product providers and strategic partnerships
Ensure investment strategies comply with applicable regulations and firm policies
Coordinate with legal, compliance, and risk teams to manage investment-related risks
Establish controls and governance over investment process, product shelf, and platform architecture
Oversee the design, development, governance, and lifecycle management of the firm’s wealth management product platform

Skills

Key technologies and capabilities for this role

Asset AllocationInvestment StrategyPortfolio ConstructionInvestment ResearchProduct Due DiligenceMutual FundsETFsSMAsAlternativesModel PortfoliosUMAsCapital Markets

Questions & Answers

Common questions about this position

What is the location for the Head of Investment Products role?

The position is based in Miami, FL, United States of America.

What is the salary or compensation for this position?

This information is not specified in the job description.

What are the key responsibilities or skills needed for the Head of Investment Products role?

The role requires leading investment vision, philosophy, and strategy, overseeing asset allocation, investment research, portfolio construction, product due diligence, and advisor enablement, as well as managing the design, development, governance, and lifecycle of wealth management products like mutual funds, ETFs, SMAs, and advisory programs.

What is the company culture like at Santander?

Santander fosters an enriching journey that empowers diverse career opportunities and personal growth, with a commitment to continuous learning, development, collaboration with talented global colleagues, engagement, and success.

What makes a strong candidate for the Head of Investment Products position?

A strong candidate is a senior executive with expertise in defining investment philosophy, asset allocation, portfolio construction, product strategy, market research, thought leadership, and launching new wealth management products while ensuring alignment with client goals and firm standards.

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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