Position Summary:

The Multi-Family Office Associate manages and supports the investment, operational, and administrative needs of Ultra-High-Net-Worth (UHNW) families. Provides high-touch client service, conducts investment and portfolio analysis, coordinates with external advisors, and ensures compliance with regulatory requirements while maintaining the highest standards of discretion and professionalism.

The Multi-Family Office Associate reports to the Head of Products and Investments.

Position Duties / Responsibilities

• Manages and oversees the servicing of Ultra-High-Net-Worth (UHNW) families, ensuring an exceptional client experience and fostering long-term relationships.

• Conducts in-depth market research, macroeconomic analysis, and security evaluations using Bloomberg Terminal and other financial platforms.

• Prepares sophisticated portfolio analyses, performance reports, investment reviews, and client presentations.

• Coordinates and collaborates with external advisors, private banks, legal counsel, tax specialists, custodians, and investment managers to support comprehensive client needs.

• Evaluates alternative investments, private market opportunities, hedge funds, structured products, and direct investments.

• Supports due diligence processes for prospective investment opportunities and third-party investment managers.

• Maintains and monitors client accounts in accordance with AML, KYC, and applicable regulatory requirements, ensuring documentation is accurate, complete, and current.

• Manages and coordinates day-to-day client requests, including domestic and international wire transfers, cash management activities, and other administrative and operational needs.

• Identifies and implements opportunities to enhance operational efficiency, strengthen internal processes, and promote best practices across Family Office operations.

• 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 demostrated required level of proficiency

Specialized and/or Technical Knowledge:

• Demonstrates extensive experience within a Multi-Family Office, Private Banking, Wealth Management, or similar financial services environment.
• Possesses a strong understanding of global financial markets, asset allocation, portfolio construction, and alternative investments.
• Demonstrates advanced proficiency with Bloomberg Terminal, including market data analysis, portfolio analytics, fixed income, equities, foreign exchange, and economic research functions.
• Exhibits strong analytical, organizational, and problem-solving capabilities, with exceptional attention to detail.
• Demonstrates excellent written and verbal communication, interpersonal, and presentation skills.
• Maintains a high level of discretion, confidentiality, and professionalism when handling sensitive client and financial information.

Languages: English, and Spanish.

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.