Head of Investment Products
Santander
full-time
Posted on:
Location Type: Office
Location: Miami • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $205,000 per year
Job Level
Lead
About the role
- The Head of Investment Products is a senior executive responsible for leading the investment vision, philosophy, and strategy for the wealth management business.
- This role oversees asset allocation, investment research, portfolio construction, product due diligence, and advisor enablement.
- They are responsible for overseeing the design, development, governance, and lifecycle management of the firm’s wealth management product platform.
- Define and communicate the firm’s long-term investment philosophy and strategic/tactical asset allocation frameworks.
- Develop capital market assumptions, investment outlooks, and risk-return models.
- Lead portfolio construction guidelines for different client risk profiles and investment objectives.
- Oversee the development of model portfolios, unified managed accounts (UMAs), and customized portfolio solutions.
- Identify product gaps and opportunities based on market trends, client demand, and competitive analysis.
- Ensure that investment decisions align with client goals, firm risk standards, and fiduciary responsibilities.
Requirements
- Bachelor’s degree in Finance, Economics, or a related field; MBA, CFA, or equivalent advanced degree/certification preferred.
- 12+ years of experience in investment strategy, portfolio management, or wealth management leadership.
- Proven ability to lead an investment platform or CIO function at a large wealth management firm, private bank, or RIA.
- Strong understanding of capital markets, investment solutions across asset classes, and high-net-worth client needs.
- Exceptional written and verbal communication skills; public speaking experience is a plus.
- Deep understanding of behavioral finance, client segmentation, and financial planning integration.
- Proficiency with investment analytics platforms (e.g., Morningstar Direct, Bloomberg, FactSet).
- Experience supporting advisor-led and/or discretionary portfolio management models.
- Certifications: FINRA Series 7 and Series 24 licenses. Series 65 or 66 preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategyportfolio managementasset allocationinvestment researchproduct due diligencerisk-return modelscapital market assumptionsmodel portfolioscustomized portfolio solutionsbehavioral finance
Soft skills
leadershipcommunicationpublic speakingclient segmentationfinancial planning integration
Certifications
Bachelor’s degreeMBACFAFINRA Series 7FINRA Series 24Series 65Series 66