Advisor - Houston

Advisor - Houston

Country: Estados Unidos

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!

Position Summary: The Advisor proactively provides investment management and strategic asset allocation for clients under the Portfolio Advisory platform using the comprehensive suite of financial solutions and products approved by BSI. As part of the Products & Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing Advisory accounts as well as the growth of new accounts.

The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of private bankers. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income and foreign exchange products, derivatives, structured products and alternative investments.

The Advisor reports to the Head of Portfolio Advisory.

Position Duties / Responsibilities

• Provide investment expertise and investment ideas for the integrated team through the coverage and due diligence in the equity and fixed income markets (fundamental and technical analysis).

• Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.

• Understand client’s investment profile, current investment objectives and work with Banker to develop an investment plan and prepare recommendations of appropriate investment products. Ability to communicate these investment strategies to all levels of clients and prospects.

• Advise clients on strategic asset allocation and specific tactical solutions

• Execute investment solutions in client accounts in accordance with client plans

• Support the sales force to ensure the maintenance of existing Advisory accounts.

• Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.

• Participate in new marketing initiatives with banker and integrated team to gather new AUM under the platform and increase strategic product penetration.

• Maintain visibility with management, sales force and clients defending investment and products policy/strategy.

• Raise efficiency and margins through disciplined management, segmentation, and use of proprietary information technology business tools. To contribute to the evaluation, control and minimisation of risks within the Advisory Department activity.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge Senior experience within a specific discipline in financial services Combination of buy and sell-side experience preferred Understanding of asset allocation and portfolio construction as it applies to ultra-high-net-worth clients Expertise in mathematics and technical applications with an ability to translate complex ideas into simple, practicable forms is necessary

Education: Bachelor’s degree required; Master’s degree preferred or equivalent experience

Business Experience: 5-7 years of relevant experience or demonstrated required level of proficiency

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 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.

Base Pay Range: Minimum: $90,000.00 USD Maximum: $160,000.00 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.