Position Summary:

The Funds & ETFs Platform Consultant supports the management and ongoing enhancement of the Bank's mutual fund and ETF platform. The role coordinates product lifecycle activities, contributes to platform governance, monitors exposure and product performance, supports relationships with fund managers, and provides investment and product expertise to advisory and commercial teams. The position helps ensure the fund and ETF offering remains well governed, aligned with the Bank's investment strategy and corporate framework, and effectively supported across the business.

Position Duties / Responsibilities

Funds & ETFs Platform Ownership and Product Lifecycle
• Support the administration and maintenance of the Bank's mutual fund and ETF platform, including the approved product universe, product range, governance processes, product lifecycle activities, and alignment with the Bank’s investment strategy.
• Determine, maintain, and review the selected universe of mutual funds and ETFs.
• Coordinate product onboarding, maintenance, updates, removals, documentation, and platform changes.
• Maintain accurate and up-to-date product information, marketing materials, and platform data for internal users.

Fund Manager Relationships & Commercial Coordination
• Maintain relationships with external fund managers and asset managers, ensuring timely access to product updates, portfolio insights, market views, and strategy information.
• Coordinate approved commercial and educational initiatives, including client events, training sessions, and sponsorship arrangements.
• Ensure activities are documented and executed in accordance with internal policies, compliance requirements, and business priorities.

Bank Book Exposure Oversight
• Monitor the Bank’s exposure by fund, strategy, and asset manager to assess positioning, concentration levels, and potential risks.
• Prepare and maintain reporting on assets under management (AUM), fund flows, product utilization, and concentration trends.
• Provide analysis and reporting to support decisions related to fund manager relationships, product prioritization, platform governance, and risk management.

Fund & ETF Selection Coordination and Monitoring
• Coordinate with the Global Funds Unit on the selection, review, and monitoring of mutual funds and ETFs.
• Ensure approved lists, watchlist actions, and product recommendations are implemented and followed locally.
• Monitor the selected universe and escalate relevant performance, risk, liquidity, manager, or product issues as needed.

Investment Ideas and Business Support
• Support the identification of investment opportunities within the mutual fund and ETF universe that align with the Bank's investment strategy.
• Translate opportunities into product recommendations, investment proposals, and portfolio ideas.
• Support advisors, bankers, and investment teams with product expertise, investment rationale, comparative analysis, and implementation support.

Alternative Fund Requests and Off-Platform Review
• Support the review and approval of alternative investment fund requests, including off-platform and non-recommended funds.
• Analyze product characteristics, risks, suitability considerations, operational requirements, and documentation to support the review process.
• Coordinate with internal stakeholders in accordance with established policies, governance standards, and approval frameworks.

• Other duties as assigned or requested by immediate supervisor.

Education:

Bachelor’s degree required or equivalent experience

Business Experience:

5 - 6 years of relevant experience or demonstrated required level of proficiency

Specialized and/or Technical Knowledge

• Knowledge of mutual funds, ETFs, asset allocation, and investment products.
• Fund selection, due diligence, and evaluation expertise.
• Understanding of financial markets, portfolio construction, and investment strategies.
• Product lifecycle management and platform governance experience.
• Strong analytical and quantitative skills, including Assets Under Management (AUM), flow, and exposure analysis.
• Ability to assess investment, liquidity, operational, and concentration risks.
• Commercial acumen and ability to identify investment opportunities and business initiatives.
• Expertise to translate investment views into actionable product recommendations.
• Ability to work effectively across global and local teams and manage multiple priorities.
• Proficiency in Microsoft Excel, PowerPoint, and investment research tools (e.g., Morningstar, Bloomberg, FactSet).
• Knowledge of regulatory, compliance, and governance requirements applicable to investment products.
• Skilled in presenting information effectively in one-on-one and small group situations to clients and other employees of the organization.
• Collaborative mindeset to work closely in a small team environment.
• Excellent written and oral communications skills.
• Excellent organizational and time management skills.

Licenses / Certifications: Chartered Financial Analyst (CFA) designation preferred.

Languages: English and Spanish, required.

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:

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.

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.