Funds & ETFs Platform Manager

It Starts Here:

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 whats possible. This is more than a strategic shift. Its 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!

Position Summary:
The Funds & ETFs Platform Manager is responsible for managing the Banks mutual fund and ETF platform end-to-end. The role owns the approved product universe fund manager relationships product lifecycle exposure monitoring investment opportunity generation platform governance and business support. The position ensures that the fund and ETF offering is robust well governed aligned with the Banks investment strategy and corporate framework and effectively supported across advisory and commercial channels.

Position Duties / Responsibilities

Funds & ETFs Platform Ownership and Product Lifecycle
Own and manage the Banks mutual fund and ETF platform including the approved universe product range governance product lifecycle and alignment with the Banks investment strategy.
Determine maintain and review the selected universe of mutual funds and ETFs.
Manage product onboarding maintenance changes removals documentation and platform updates.
Ensure product information materials and platform data are accurate updated and available to users.

Fund Manager Relationships & Commercial Coordination
Maintain relationships with external fund managers and asset managers ensuring timely access to product updates portfolio insights market views and strategy information.
Coordinate approved commercial and educational initiatives including client events training sessions and sponsorship arrangements.
Ensure activities are conducted in line with internal policies compliance requirements and business priorities.

Bank Book Exposure Oversight
Monitor the Banks exposure by fund strategy and asset manager to assess positioning concentration levels and potential risks.
Maintain oversight of AUM flows product usage and concentration trends.
Support decision-making on fund manager relationships product prioritization platform governance and risk escalation.

Fund & ETF Selection Coordination and Monitoring
Coordinate with the Global Funds Unit on the selection review and monitoring of mutual funds and ETFs.
Ensure approved lists watchlist actions and product recommendations are implemented and followed locally.
Monitor the selected universe and escalate relevant performance risk liquidity manager or product issues as needed.

Investment Ideas and Business Support
Identify investment opportunities within the mutual fund and ETF universe aligned with the Banks investment strategy.
Translate opportunities into product recommendations investment proposals and portfolio ideas.
Support advisors bankers and investment teams with product expertise investment rationale comparative analysis and implementation support.

Alternative Fund Requests and Off-Platform Review
Support the review and approval of alternative investment fund requests including off-platform and non-recommended funds.
Assess product characteristics risks suitability considerations operational requirements and documentation needs.
Coordinate with internal stakeholders in accordance with established policies governance standards and approval frameworks.

Lead coach and develop team members by providing ongoing guidance prioritization and performance feedback to ensure the effective delivery of fund platform management reporting monitoring and business support activities. Oversee workload allocation review key deliverables and foster the development of technical expertise analytical capabilities and product knowledge to support individual growth operational excellence and overall team effectiveness.

Other duties as assigned or requested by immediate supervisor.

Education: Bachelors degree required or equivalent experience

Business Experience: 6 - 8 years of relevant experience or demostrated required level of proficiency

Specialized and/or Technical Knowledge:

Strong knowledge of mutual funds ETFs asset allocation and investment products.
Fund selection due diligence and manager evaluation expertise.
Understanding of financial markets portfolio construction and investment strategies.
Product lifecycle management and platform governance experience.
Strong analytical and quantitative skills including AUM flow and exposure analysis.
Ability to assess investment liquidity operational and concentration risks.
Commercial acumen and ability to identify investment opportunities and business initiatives.
Ability to translate investment views into actionable product recommendations.
Ability to work effectively across global and local teams and manage multiple priorities.
Proficiency in Microsoft Excel PowerPoint and investment research tools (e.g. Morningstar Bloomberg FactSet).
Knowledge of regulatory compliance and governance requirements applicable to investment products.
Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
Ability to work closely and co-operatively in a small team environment.
Excellent written and oral communications skills.
Excellent organizational and time management skills.

Licenses / Certifications: Chartered Financial Analyst (CFA) designation preferred.

Languages: English and Spanish required.

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 its 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 ()

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 to discuss your needs.