Senior Investment Solutions Architect

Itau US; Miami (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Itau US is seeking an Investment Products Specialist to design and manage sophisticated investment solutions for high-net-worth and institutional clients, coordinating across Legal, Compliance, Operations, and Front Office to deliver compliant, client-centric offerings.

The role emphasizes product lifecycle mastery, market analysis, and risk management within a regulated banking environment, requiring fluency in English and Portuguese and a strong grasp of capital markets.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred.
• 5+ years in Financial Services, product development or strategy/project management.

Responsibilities

• Lead evaluation, design, implementation, and enhancement of investment and balance sheet products including mutual funds, structured products, CDs, time deposits, money market solutions, lending products, and bespoke client solutions.
• Develop end-to-end product lifecycle expertise covering client experience, trading workflows, custody, settlement, and regulatory requirements.
• Drive cross-functional initiatives by coordinating Legal, Compliance, Operations, Technology, Risk, Treasury, and Front Office teams; ensure successful implementation.

Job description

Itau US is seeking an Investment Products Specialist to design and manage sophisticated investment solutions for high-net-worth and institutional clients, coordinating across Legal, Compliance, Operations, and Front Office to deliver compliant, client-centric offerings.

The role emphasizes product lifecycle mastery, market analysis, and risk management within a regulated banking environment, requiring fluency in English and Portuguese and a strong grasp of capital markets.