Product Specialist PDM, Associate

About the role

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.

Responsibilities

• Responsible for the origination, structuring, distribution and trading of syndicated bank loans and other credit products (e.g. Trade & Working Capital Solutions) to major corporations and institutions, as both issuers and investors, of their assigned own new business development goals.
• Partners closely with product, coverage, risk and legal teams to execute transactions, expand investor relationships and optimize distribution strategies.
• Oversees the development of financial models and underwriting criteria in support of the group’s origination activities.
• Oversees preparation of syndication materials, investor presentations, information memoranda and transaction marketing materials.
• Drives transaction due diligence and execution across internal and external stakeholders.
• Develops and maintains relationships with banks, institutional investors, private credit funds, insurance brokers and providers.
• Advises on syndication strategy, pricing, and market execution.
• Researches industries, market trends, and investor appetite.
• Represents Santander in client meetings, industry conferences, and investor presentations.
• Identifies new investor relationships and develops distribution strategies for emerging asset classes.
• Oversees junior level staff from a financial, operational, competitive and industry perspective.

Requirements

• Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education.
• 5+ Years Business Development, Product Specialist Management, or related experience.
• Demonstrated successful execution of syndicated loan transactions.
• Intellectually product savvy, energetic, and self-motivated with strong initiative to achieve sales goals.
• Proficiency in Microsoft Office products – Word, Excel and Outlook.
• Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
• Ability to analyze/understand leading technologies and companies.
• Ability to travel within assigned territory as required.
• Strong analytical/problem solving skills.
• Strong relationship management and negotiation skills.
• Expert presentation and public speaking skills.
• Ability to work independently.

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.
• Experience working with institutional investors, banks and/or insurers.
• Knowledge of trade finance, working capital or structured credit products.

Pay

The base pay range for this position is $175,000.00 USD to $225,000.00 USD. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.