Advisor SAS

Overview

Advisor SAS Country:
United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally.

Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

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 3,000 clients with $3 billion) plus the custody accounts in Private Banking.

The Investment Advisor reports to the SAS Sr. Manager.

• Analyze investment portfolios, identifying risks and opportunities. Based on the client’s 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 client’s 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 Bank’s 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

• Knowledge of financial markets
• Modern Portfolio Theory (Asset Allocation)
• Strong commercial (internal sale) skills

Education: Bachelor’s degree required or equivalent experience

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

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.

CFA a plus

Portuguese, Spanish, English

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: 75,000.00 USD

Maximum:  USD

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide ()

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.

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,…