Santander
Financial Services
USWealthRegionalDirector,Miami,FL
“US Wealth Regional Director, Miami, FL at Santander. Skills: revenue growth strategy, distribution execution, advisor engagement, new client acquisition, deepening existing relationships, optimizing product penetration, commercial sales strategy, Sales management experience, Investment Service. lead the revenue growth strategy, distribution execution, and advisor engagement for the broker-dealer’s High Net Worth (HNW) and International Wealth segment. driving new client acquisition, deepening ex”
What You'll Achieve.
revenue growth strategy; distribution execution; advisor engagement; new client acquisition; deepening existing relationships; optimizing product penetration; drive growth in key product lines; align with P&L objectives; drive penetration of HNW products and platforms; drive market growth and performance
Industry & Context.
analytical skills; alternative thinking; develop new ideas
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.
What They're Looking For.
Must Have
9+ Years Investment Service, 9+ Years Sales management experience within the Financial Services Industry, Active FINRA Series 7, Series 24, and Series 66, and Series 4 licenses
Nice to Have
Bilingual English/Spanish, Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education, Experience in Microsoft Office products
What You'll Do.
lead the revenue growth strategy
distribution execution
and advisor engagement for the broker-dealer’s High Net Worth (HNW) and International Wealth segment
driving new client acquisition
deepening existing relationships
and optimizing product penetration across advisory
and cross-border wealth solutions
Develop and execute the commercial sales strategy for the HNW and international wealth businesses
Drive growth in key product lines including managed portfolios
and international investment products
Set advisor and regional sales targets
and compensation levers to align with P&L objectives
Identify new business opportunities in global HNW markets (e. g.
Lead and mentor a team of relationship managers
and sales specialists supporting domestic and international HNW clients
Partner with regional leadership and branch managers to drive penetration of HNW products and platforms
Oversee pipeline development
client segmentation strategy
and campaign execution
Conduct regular performance reviews and design targeted talent development plans
Ensure all sales activity complies with FINRA
and firm supervisory requirements
Oversee suitability and advisory fee discussions for HNW and complex products
Coordinate with Legal & Compliance to manage cross-border marketing restrictions and international client documentation
Serve as an escalation point for compliance matters involving international accounts
Collaborate with Product & Investment teams to expand offerings in wealth advisory
international fixed income
Support new product rollouts
and commercial positioning
Provide field feedback on product performance
competitive intelligence
and platform enhancements
Partner directly with top HNW advisors and key client relationships on growth initiatives
Oversee strategies for global family offices
cross-border households
Represent the HNW & International Wealth business at executive forums
and regulatory discussions
Collaborate with supervision and risk teams to ensure compliance alignment in sales practices
Review trends in suitability flags
trade surveillance escalations
and HNW risk indicators
Maintain governance around incentives
and client communication standards
How You'll Work.
Team & Collaboration
partners closely with Product, Compliance, Marketing, and Senior Leadership to execute commercial strategy across a multi-jurisdictional client base; Partner with regional leadership and branch managers to drive penetration of HNW products and platforms; Collaborate with Product & Investment teams to expand offerings; Partner directly with top HNW advisors and key client relationships on growth initiatives; Collaborate with supervision and risk teams to ensure compliance alignment in sales practices; achieve results through teamwork and collaboration
Communication Scope
excellent verbal and written communication
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