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Head of Operations, Investments, Boston, MA

Head of Operations, Investments, Boston, MA

Santander USABoston, MA, United States
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Head of Operations, Investments, Boston, MA

Country : United States of America

Your Journey Starts Here :

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make :

The Director, Investment Operations & Administration plays an important role in developing, overseeing and implementing the business processes of the Investment Operations group. The incumbent works closely with the members of the leadership team to lead critical department projects, develop and analyze metrics, build relationships within and outside of the department and support and implement department strategy.

  • Manages the day-to-day operations team, drive process improvements, maintain strong relationships with clearing firms and custodians, and ensure the firm’s infrastructure supports business growth and risk management objectives.
  • Leads the execution of strategic cross-functional initiatives, projects, and commitments most important to the strategic direction of the department.
  • Guides and leads teammates and other members of management in the pursuit of executing organizational goals and objectives across all initiatives requiring execution of priorities and making sure deliverables are achieved on a timely and quality basis.
  • Manages, develops, and implements the organization's product and service offerings, systems, platforms, marketing efforts, and compliance.
  • Works with senior leadership to determine annual and quarterly priorities and is responsible for organizing, advancing, prioritizing, and reporting on the program of projects.
  • Develop and maintain policies, procedures, and workflows to enhance operational efficiency.
  • Ensure operational processes support front-office sales and client needs with efficiency and accuracy.
  • Lead vendor and clearing firm relationships, negotiating service-level agreements and ensuring adherence to standards.
  • Responsible and accountable for appropriate quality controls related to the financial products we provide, the services we deliver, the processes we employ, and the incentives with which we reward our colleagues.
  • Lead vendor and clearing firm relationships, negotiating service-level agreements and ensuring adherence to standards.
  • Responsible and accountable for appropriate quality controls related to the financial products we provide, the services we deliver, the processes we employ, and the incentives with which we reward our colleagues.

What You Bring :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's Degree or equivalent work experience : Finance, Accounting, Economics or equivalent. - Required.
  • 9+ Years Experience in an investment operations role or equivalent. - Required.
  • 9+ Years Leadership or management experience. - Required.
  • Comprehensive understanding of Santander's investment strategies and products.
  • Strategic thinker, able to assess, recommend and implement strategy.
  • Ability to manage multiple priorities and deliver high-caliber results.
  • Must possess strong financial and business acumen and savvy.
  • Strong knowledge of bank operations, particularly as they result to investment management services.
  • Ability to work under pressure and excel in a fast-paced environment.
  • Strong communication and analytical skills.
  • Detailed knowledge of financial instrument valuation, including experience with financial models.
  • Understand investment strategies with respect to multi asset class portfolio accounting and reporting.
  • Strong relationship skills and an ability to calibrate discussions to a variety of audiences.
  • Exceptional analytical skills, demonstrated through specific on-the-job experience.
  • Ability to shift focus and balance more than one project at a time, working in a team environment, and willing to learn and take on other responsibilities within the group.
  • Ability and willingness to identify anomalies and challenge co-workers and business partners on a variety of accounting, operational and compliance matters.
  • Proven ability to adhere to deadlines, while possessing the flexibility and maturity to address all elements of one’s responsibilities, despite continually shifting priorities.
  • Certifications :

  • FINRA Series 24 or 27 license - Required.
  • It Would Be Nice For You To Have :

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • 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 : $108,750.00 USD

    Maximum : $210,000.00 USD

    Link to Santander Benefits :

    Santander Benefits - 2025 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.

    EEO Statement :

    At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

    Working Conditions :

    Frequent minimal physical effort such as sitting, standingand 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.

    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 TAOps@santander.us to discuss your needs.

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