The Investment Products Specialist supports the design, development, and lifecycle management of investment solutions tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and cross-functional collaboration to ensure the delivery of innovative, compliant, and client-centric investment offerings.
Key Responsibilities
-Product Development & Support
- Lead the evaluation, design, implementation, and enhancement of investment and balance sheet products, including mutual funds, structured products, certificates of deposit (CDs), time deposits, money market solutions, lending products, and bespoke client solutions.
- Develop deep expertise in the end-to-end product lifecycle, including client experience, trading and execution workflows, custody, settlement, operational processes, restrictions, controls, and regulatory requirements, identifying opportunities to improve efficiency, scalability, and client outcomes
- Drive cross-functional product initiatives and platform enhancements by translating business needs into executable solutions, defining target-state operating models, coordinating stakeholders across Legal, Compliance, Operations, Technology, Risk, Treasury, and Front Office teams, and ensuring successful implementation and integration within the Bank.
-Stakeholder Collaboration
- Work closely with legal, compliance, risk, operations, and finance teams to support product delivery.
- Partner with relationship managers and client advisors to gather feedback and refine offerings.
- Represent the investment product function in governance forums and strategic planning sessions.
-Compliance, Documentation and Risk management
- Ensure adherence to BSNAML, AML, and Bank Secrecy Act regulations.
- Maintain accurate documentation and support audit and compliance reviews.
- Act as a first line of defense in risk management, ensuring operational and regulatory compliance.
Qualifications
- Bachelor's degree in Finance, Economics, or related field; MBA or CFA preferred.
- 5+ years of experience in the Financial Services industry, preferably in a product development or strategy/project management role.
- Strong understanding of capital markets, investment vehicles, and regulatory frameworks.
- Advanced interpersonal and influence management skills.
- Superior analytical and communication abilities.
- Fluency in English and Portuguese required, Spanish is preferred.
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Finance, Economics, or a related field
- At least 5 years of experience in the financial services industry
- Strong understanding of capital markets, investment vehicles, and regulatory frameworks
- Advanced interpersonal and influence management skills
- Superior analytical and communication abilities
- Fluency in English and Portuguese
- MBA or CFA
- Fluency in Spanish
- Experience in product development or strategy and project management
What We Do
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
