Sr. Advisor

Santander Bank, N.A.; Miami (FL); On-site; USD 127,500 - 220,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Inclusive work environment

Job summary

A prominent financial services institution in Miami is looking for an experienced Senior Advisor AIS. This role involves providing trading execution and active advisory services to professional clients. The ideal candidate will have 7-10 years of relevant experience, strong analytical skills, and the ability to communicate effectively with clients. A Bachelor’s degree is required, and a Master’s degree is preferred. Fluency in both English and Spanish is important. The competitive salary range for this position is between $127,500 and $220,000.

Qualifications

• 7-10 years of relevant experience in finance or investment management.
• Analytical skills to detect and interpret market trends.
• Fluency in English and Spanish.

Responsibilities

• Execute trades and manage client portfolios.
• Generate investment ideas based on research.
• Support new business development and client relationships.

Skills

Market analysis

Advisory skills

Trading capabilities

Client communication

Education

Bachelor’s degree

Master’s degree preferred

Job description

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.

We Want to Talk to You!

If you are interested in exploring the possibilities, we want to talk to you.

Position Summary

The Senior Advisor AIS primary responsibilities include Trading Execution and active Advisory for professional clients under the AIS platform. As part of the Investments Team, the advisor contributes to IPB’s Investment Committees and increases support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts. The advisor proactively provides tactical investment ideas to professional clients based on proprietary and third‑party research. This individual must have a depth of financial services experience, a flexible approach, and the capacity to represent a diverse range of technical investment products. The role requires a multi‑product focus that incorporates equities, fixed income, derivatives, structured products, and foreign exchange products. The advisor assists in new business development opportunities and acts as the primary resource for investment communication.

Position Duties / Responsibilities

• Provide coverage and due diligence in the equity and fixed income markets so Professional clients may utilize it in the asset allocation process.
• Complete technical and fundamental analysis, generate investment ideas and provide research to advisors, portfolio managers and clients.
• Support the sales force to ensure the maintenance of existing accounts as well as growth of new accounts (with particular focus on the AIS platform).
• Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.
• Execute trades in client accounts in accordance with client orders.
• Manage under appropriate supervision the selected portfolios of clients.
• Generate new business opportunities and promote the development of the Active Investment Services through marketing to the sales force and clients.
• Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.
• Contribute to the evaluation, control and minimization of risk within the AIS Department activity.
• Reduce administrative problems and take initiative in resolving them. Eliminate errors and propose improvements in the processes.
• Support the risk control process and established procedures/regulations.

Other duties as assigned or requested by immediate supervisor.

Specialized Knowledge

• Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers.
• Capable of highly independent work and act as a self‑starter in completing market analysis and identifying potential areas of opportunity.
• Able to adjust communication style based on customer.
• Trading capabilities.

Education

Bachelor’s degree required; Master’s degree preferred or equivalent experience.

Business Experience

7‑10 years of relevant experience or demonstrated required level of proficiency.

Supervisory / Management Scope

Manage process or technology.

Technical Knowledge

Excellent communications and interpersonal skills. Analytical skills. Ability to detect and anticipate major market trends. Creativity, with a sense of initiative. Ability to work in a team‑based environment. Software skills.

Licenses / Certifications

CFA certification preferable but not required.

Languages

Spanish, English.

What Else You Need To Know

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.

Minimum

Base Pay Range: $127,500.00 USD

Maximum

Maximum: $220,000.00 USD

We Value Your Impact

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck, our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits – 2026 Santander OnGoing/NH eGuide (foleon.com).

Risk Culture

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.

EEO Statement

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, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next

If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [e-mail] to discuss your needs.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO