The Difference You Make:

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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.

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 [email protected] to discuss your needs.