Investment Solutions Lead for HNW & Institutional

Itaú USA; Miami (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Itaú USA, based in Miami, seeks an Investment Products Specialist to design, develop, and manage investment solutions for high-net-worth and institutional clients. You will lead end-to-end product lifecycles, collaborating with Legal, Compliance, Operations, Technology, Risk, and Front Office teams.

The role emphasizes market analysis, regulatory compliance, and client-centric innovation, requiring a strong background in capital markets and fluency in English and Portuguese.

Qualifications

• Bachelor's degree in Finance, Economics, or related field
• 5+ years of experience in financial services, preferably in a product development or strategy
• Strong understanding of capital markets, investment vehicles, and regulatory frameworks
• Advanced interpersonal and influence management skills
• Superior analytical and communication abilities
• Fluency in English and Portuguese required, Spanish is preferred

Responsibilities

• Lead the evaluation, design, implementation, and enhancement of investment and balance sheet products, including mutual funds, structured products, certificates of deposit (CDs), time deposits, money market solutions, lending products, and bespoke client solutions
• Develop deep expertise in the end-to-end product lifecycle, including client experience, trading and execution workflows, custody, settlement, operational processes, restrictions, controls, and regulatory requirements, identifying opportunities to improve efficiency, scalability, and client outcomes
• Drive cross-functional product initiatives and platform enhancements by translating business needs into executable solutions, defining target-state operating models, coordinating stakeholders across Legal, Compliance, Operations, Technology, Risk, Treasury, and Front Office teams, and ensuring successful implementation and integration within the Bank

Skills

Investment products

Cross-functional collaboration

Regulatory knowledge

Stakeholder management

Education

Bachelor's degree in Finance, Economics, or related field

MBA or CFA preferred

Job description

Itaú USA, based in Miami, seeks an Investment Products Specialist to design, develop, and manage investment solutions for high-net-worth and institutional clients. You will lead end-to-end product lifecycles, collaborating with Legal, Compliance, Operations, Technology, Risk, and Front Office teams.

The role emphasizes market analysis, regulatory compliance, and client-centric innovation, requiring a strong background in capital markets and fluency in English and Portuguese.