Multi-Family Office Associate

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 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.

Country:
United States of America

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

The Multi-Family Office Associate manages and supports the investment, operational, and administrative needs of Ultra-High-Net-Worth (UHNW) families. Provides high-touch client service, conducts investment and portfolio analysis, coordinates with external advisors, and ensures compliance with regulatory requirements while maintaining the highest standards of discretion and professionalism.

The Multi-Family Office Associate reports to the Head of Products and Investments.

• Manages and oversees the servicing of Ultra-High-Net-Worth (UHNW) families, ensuring an exceptional client experience and fostering long-term relationships.
• Conducts in-depth market research, macroeconomic analysis, and security evaluations using Bloomberg Terminal and other financial platforms.
• Prepares sophisticated portfolio analyses, performance reports, investment reviews, and client presentations.
• Coordinates and collaborates with external advisors, private banks, legal counsel, tax specialists, custodians, and investment managers to support comprehensive client needs.
• Evaluates alternative investments, private market opportunities, hedge funds, structured products, and direct investments.
• Supports due diligence processes for prospective investment opportunities and third-party investment managers.
• Maintains and monitors client accounts in accordance with AML, KYC, and applicable regulatory requirements, ensuring documentation is accurate, complete, and current.
• Manages and coordinates day-to-day client requests, including domestic and international wire transfers, cash management activities, and other administrative and operational needs.
• Identifies and implements opportunities to enhance operational efficiency, strengthen internal processes, and promote best practices across Family Office operations.
• Other duties as assigned or requested by immediate supervisor

Bachelor’s Degree Required Or Equivalent Experience

5 - 6 years of relevant experience or demostrated required level of proficiency

• Demonstrates extensive experience within a Multi-Family Office, Private Banking, Wealth Management, or similar financial services environment.
• Possesses a strong understanding of global financial markets, asset allocation, portfolio construction, and alternative investments.
• Demonstrates advanced proficiency with Bloomberg Terminal, including market data analysis, portfolio analytics, fixed income, equities, foreign exchange, and economic research functions.
• Exhibits strong analytical, organizational, and problem-solving capabilities, with exceptional attention to detail.
• Demonstrates excellent written and verbal communication, interpersonal, and presentation skills.
• Maintains a high level of discretion, confidentiality, and professionalism when handling sensitive client and financial information.

Languages:

English, and Spanish.

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…