Expert, Senior

Sr. Director of Wealth Advisors

Santander

Miami, United States of America · On-site

Country: United States of America

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.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make: The Sr. Director of Wealth Advisors leads the Investment Advisor organization within the Wealth business, with primary responsibility for investment advice, portfolio construction, advisory process discipline, and the day-to-day leadership of the advisor team. This role is accountable for setting the direction, standards, and operating rhythm of the advisor organization, ensuring the team delivers a high-quality client experience, disciplined investment guidance, and consistent execution across the platform. The role sits within the Wealth / Private Banking environment and is designed to support advisors who are primarily investment-focused in their client coverage. It requires a strong combination of investment acumen, people leadership, business judgment, and close partnership with banking, product, operations, compliance, and senior leadership teams.

Core Responsibilities Advisor Leadership

Lead, coach, and develop the Wealth Advisor team to drive strong client outcomes and consistent execution.
Set clear expectations for advisor performance, professionalism, client service, and investment discipline.
Provide day-to-day oversight, mentorship, and performance management for the advisor population.
Build a culture of accountability, collaboration, and high standards across the advisor organization.

Investment Leadership

Oversee the investment activities of the advisor team, including portfolio positioning, model usage, investment recommendations, and client suitability alignment.
Ensure advisors are aligned with the firm’s investment philosophy, approved solutions, and portfolio construction standards.
Support the development and refinement of investment frameworks, advisory tools, and planning approaches used across the team.
Partner with product and investment stakeholders to ensure advisors have access to appropriate solutions and guidance.
Serve as a senior resource for complex investment discussions, client positioning, and advisory coordination.

Business and Operating Leadership

Establish the operating model for the advisor organization, including coverage, workflow, service standards, and escalation paths.
Monitor key performance indicators related to advisor productivity, client engagement, asset retention, and investment adoption.
Drive process improvements that improve advisor efficiency, consistency, and scalability.
Support strategic planning for the advisor function as the Wealth business grows.
Help shape the advisor proposition in a way that is aligned with the broader Wealth strategy.

Cross-Functional Partnership

Work closely with private banking leadership to ensure a coordinated client experience across the broader Wealth platform.
Partner with compliance, legal, operations, supervision, and risk teams to ensure activities are appropriately governed.
Collaborate with technology and data teams to improve advisor tools, reporting, and business intelligence.
Serve as a senior point of contact for internal stakeholders on advisor-related investment matters.
Coordinate with banking and client-facing partners to ensure the advisor function is integrated into the overall client relationship model.

Talent and Culture

Recruit, develop, and retain strong advisor talent.
Assess individual and team capabilities and create development plans to strengthen the bench.
Promote a client-first, investment-led, and high-integrity culture.
Represent the advisor organization in senior leadership discussions and strategic initiatives.
Build and maintain a strong leadership pipeline for future growth of the advisor function.

Key Qualifications

15+ years of experience in wealth management, private banking, investment advisory, or a related investment leadership role.
Proven experience leading advisors, investment professionals, or client-facing coverage teams.
Strong understanding of portfolio construction, investment solutions, advisory processes, and high-net-worth client needs.
Demonstrated ability to lead an advisor team in a regulated environment.
Strong leadership presence with the ability to influence across business, banking, operations, and control functions.
Excellent judgment, communication skills, and ability to work across multiple stakeholders.
Deep understanding of the standards and controls expected in a FINRA-regulated business.
Bachelor’s degree required; advanced degree or relevant professional designation preferred.

Success Profile

The ideal candidate is a senior wealth management leader who combines investment credibility with strong team leadership and operating discipline. They are able to lead a growing advisor organization, maintain high standards across the team, and help shape the broader wealth platform through thoughtful investment leadership and cross-functional partnership. The successful individual will be comfortable operating in a private banking environment, with a strong focus on investment advice, advisor development, and client experience rather than general relationship management.

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.

Base Pay Range: Minimum: $161,250.00 USD Maximum: $285,000.00 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 TAOps@santander.us to discuss your needs.