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Sr. Associate, InterSYNC Implementation Support Lead

Role overview

Qualifications

  • 8+ years of business experience and product knowledge required
  • 8+ years of relatable client-facing experience required
  • Experience in project management
  • Understanding of cash management space including operational best practices

Responsibilities

  • Oversee day-to-day of all new Bank and Broker Dealer implementations and onboarding
  • Facilitate client contract execution and coordinate efforts between business/legal/client
  • Complete account opening documentation/due diligence for new account establishment
  • Train client in system functionality and perform successful handoff to Operations and Relationship Management team after account opening

Key facts

Hard skills

Other skills

  • Organizational Skills
  • Problem Solving
  • Communication
  • Training And Development
  • Multitasking

About the company

Santander Private Banking International logo

Santander Private Banking International

Banking

Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group. Our purpose is to provide a personalized level of service and financial advice to high-net-worth individuals and family groups.We work with an open architecture, providing clients with competitive investment opportunities available in the market, selecting options that allow them to achieve their financial objectives. We focus on building strong relationships and looking after their interests with a team of professionals organized across a diverse geographic area.With offices in the United States, Switzerland, and The Bahamas, SPBI prides itself on the excellence of its professional reputation and the personal atmosphere that makes it both a pleasant and rewarding place to work. We are committed to providing our employees with the tools to support continuous professional and personal development. We offer competitive compensation and benefits, giving career opportunities in a fast-paced professional environment.Resumes received are treated in a highly confidential manner. We are an equal-opportunity employer. We employ qualified individuals without regard to their race, color, religion, sex, national origin, citizenship, age, disability, sexual orientation, uniformed service, or any other characteristic protected by law.

Company details

IndustryBanking
Company size501 - 1000

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Job description

Sr. Associate, InterSYNC Implementation Support LeadCountry: United States of America

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 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 Implementation Support Lead will be responsible for day-to-day oversight of all new Bank and Broker Dealer implementations and onboarding across all interSYNC verticals. This individual will be charged with coordinating efforts across groups to ensure the accounts are opened expeditiously.


  • Facilitate client contract execution - coordinate effort between business / legal / client.
  • Submit new relationship requirements through approval protocols.
  • Complete account opening documentation / due diligence required for new account establishment.
  • Liaison between Bank and Broker Dealer to ensure accurate and timely completion of account opening.
  • Open client depository accounts within interSYNC system. This includes account titling, rate and balance inputs, and reporting setup.
  • Partner with interSYNC technology to ensure client is set up as per operational requirements.
  • Coordinate files between client / interSYNC / Webster Bank / other external parties where needed.
  • Lead efforts in establishing E-Treasury account across Webster verticals. Confirm SLA deadlines and ensure completion within agreed upon timeframe.
  • Train client in system functionality, including timing, reporting, and maintenance processes.
  • Perform successful handoff to Operations and Relationship Management team after account has been opened.
  • Maintain accurate and complete documentation for business requirements, operating procedures and implementation artifacts for audit.

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.


Education:

  • Bachelor’s Degree in Arts/Sciences (BA/BS) - Required


Qualifications:

  • 8 + years Years of business experience and product knowledge required
  • 8+ years Years of relatable client facing experience required
  • Experience in project management.
  • Understanding of cash management space including operational best practices
  • Exceptional organizational and record keeping skills.
  • Strong written and verbal communication skills.
  • Ability to multitask in fast-paced environment.
  • Exceptional problem-solving skills with a strong sense of ownership
  • Confident at working independently, with ability to self-start with minimal supervision.

Certifications:

  • No Certifications listed for this job.

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.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

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:

$0.00 USD

Maximum:

$0.00 USD

We Value Your Impact:

Your contribution matters and it’s 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 (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, standing and 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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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