Product Specialist PDM, Associate

About the role

Santander is evolving from a high-impact brand into a technology-driven organization. This role is part of the CIB PDM-IC5 team, 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. You will partner closely with product, coverage, risk, and legal teams to execute transactions, expand investor relationships, and optimize distribution strategies.

Responsibilities

• Oversee the development of financial models and underwriting criteria in support of the group’s origination activities.
• Oversee preparation of syndication materials, investor presentations, information memoranda, and transaction marketing materials.
• Drive transaction due diligence and execution across internal and external stakeholders.
• Develop and maintain relationships with banks, institutional investors, private credit funds, insurance brokers, and providers.
• Advise on syndication strategy, pricing, and market execution.
• Research industries, market trends, and investor appetite.
• Represent Santander in client meetings, industry conferences, and investor presentations.
• Identify new investor relationships and develop distribution strategies for emerging asset classes.
• Oversee junior-level staff from financial, operational, competitive, and industry perspectives.

Requirements

• Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education (Required).
• 5+ years of Business Development, Product Specialist Management, or related experience (Required).
• 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 and understand leading technologies and companies.
• Ability to travel within assigned territory as required.
• Strong analytical and problem-solving skills.
• Strong relationship management and negotiation skills.
• Expert presentation and public speaking skills.
• Ability to work independently.

Qualifications

• 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 annually.

Benefits

Santander offers a comprehensive rewards package that includes competitive pay and benefits designed to support you, your family, and your well-being. For more details, visit Santander Benefits.

Working Conditions

Frequent minimal physical effort such as sitting, standing, and walking is required. Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.