Sales Performance Director, Retail Investments, Boston, MA

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 Sales Performance Director is responsible for enhancing sales effectiveness across Santander's Retail Investments distribution network. This role partners closely with the Head of Retail Investments and Market Directors to translate strategic priorities into actionable plans that drive growth, address performance gaps, and improve results across the network. As we continue to expand our Retail Investments business, we are focused on building a high-performing sales organization that delivers strong client outcomes. The Sales Performance Director plays a key role in aligning execution with strategy, strengthening sales capabilities, and ensuring initiatives lead to measurable business impact.

Sales Performance & Strategy Execution

• Own and deliver measurable improvements in sales productivity, consistency, and revenue performance across markets.
• Turn national sales strategy into clear, actionable plans across regions and markets.
• Identify performance gaps and partner with leadership to address underperformance.
• Share and scale best practices across markets.
• Work closely with Market Directors to ensure strong execution and alignment with business priorities.

Analytics & Performance Management

• Ownership of defining KPIs and performance definitions, performance management routines, and execution standards
• Define and track key performance indicators (KPIs) across the business.
• Use data to identify trends, performance gaps, and opportunities for improvement.
• Provide regular updates and insights to senior leadership.
• Improve reporting to make performance more transparent and easier to manage.

Field Enablement & Execution

• Partner with sales leaders to improve how sales initiatives are executed in the field.
• Help develop and deliver tools, training, and resources that support Financial Advisors.
• Work with product and marketing teams to ensure alignment with sales priorities.
• Promote consistent sales practices and client engagement across all markets.

Cross-Functional Partnership

• Work across sales, product, operations, and strategy teams to support execution.
• Help ensure key initiatives are coordinated and delivered effectively.
• Support business priorities such as product launches and growth initiatives.

Culture & Continuous Improvement

• Promote a culture of accountability, performance, and continuous improvement.
• Encourage regular feedback and use it to improve processes and results.
• Support a practical, results-focused approach to problem solving.

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.

• Bachelor’s Degree required; MBA or advanced degree preferred.
• 12+ years of experience in financial services, wealth management, or broker-dealer environments.
• 12+ years of experience in sales strategy, sales management, or performance-focused roles.

• Proven ability to improve sales results across a distributed sales organization.
• Strong analytical skills and ability to turn data into clear actions.
• Strong communication skills and ability to work effectively with senior leaders and field teams.
• Understanding of advisor-based sales models and client relationship management.
• Ability to balance strategy with hands-on execution.

What Sets You Apart:

• Experience improving consistency and performance across regions or teams.
• Strong business judgment and understanding of revenue-driven organizations.
• Ability to work across teams and influence without direct authority.
• Experience building or improving sales processes and performance tracking.

Licensing Requirements:

• FINRA Series 7 required
• Series 24 preferred (or ability to obtain)

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:

Maximum:

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:

Review the internal eligibility guidelines here. 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.