# Senior Discretionary Portfolio Manager at Santander

Santander is hiring a Senior Discretionary Portfolio Manager in Miami, United States. It pays $128k a year and Level rates it Little AI ●○○○; you can [apply on Santander](https://jobsbylevel.com/go/4f5ade01-288e-4b2b-b071-6f29a9fe05d0?utm_medium=ai-agent).

AI Level 1, AI centrality 34 out of 100. Miami.

## Details

- Company: [Santander](https://jobsbylevel.com/companies/santander)
- AI level: AI Level 1 (score 34 out of 100)
- Location: Miami
- Salary: $128k
- Posted: October 22, 2026
- Apply: https://jobsbylevel.com/go/4f5ade01-288e-4b2b-b071-6f29a9fe05d0?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=senior-discretionary-portfolio-manager-at-santander-4b968c

## Description

Senior Discretionary Portfolio Manager Country: United States of America It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Senior Discretionary Portfolio Manager builds and manages a portfolio of several clients with complementary products and varying risks (equities, fixed income, alternatives) Works closely with Private Bankers and contribute to development of Discretionary Portfolio Management offering to meet client needs. Manage all portfolios under their responsibility. Participate to all investment committees. Meet and report to the client the strategy put in place and the performance. The Senior Discretionary Portfolio Manager reports to the Discretionary Portfolio Management Director. Portfolio Management • Design, structures and re-structure investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. • Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. • Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. • Perform analysis top down and bottom up, creating financial and investment analysis tools. • Review & monitor (weekly) portfolios to analyze investment performance, fiduciary and risk limits. Maintains compliance with all internal policies and procedures. • Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. • Pursues and implements broad asset allocation strategies consistent with the BSI’s investment strategy guidance. Support to Commercial Team • Assists the commercial management team in the development of investment policy and strategy. • Actively engages with the Commercial team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position BSI as the client's trust advisor. • Work closely with Bankers to win and retain clients by formulating effective client pitches and appropriate portfolio proposal. • Interfaces with other advisors and commercial team members as necessary to provide exemplary service to the client. • Provides timely feedback to the Bankers regarding important/critical events and/or discussions that occur with the client. • Maintains a high level of collaboration with Commercial team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. • In conjunction with other areas, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance Bank's image. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to Assets or Investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. • Supervise the creation and update of marketing materials to support commercial team efforts. • Participate in promotional/training events supporting bankers. Other duties as assigned or requested by immediate supervisor 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 description is cut here. Read the full offer: https://jobsbylevel.com/jobs/senior-discretionary-portfolio-manager-at-santander-4b968c

Source: https://jobsbylevel.com/jobs/senior-discretionary-portfolio-manager-at-santander-4b968c

## Cite this page

Level. https://jobsbylevel.com/jobs/senior-discretionary-portfolio-manager-at-santander-4b968c.

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