Itaú USA · 3 weeks ago
Investment Products Team Lead
Miami, FL
Full-time
Onsite
Senior Level
7+ years expItaú USA is seeking an Investment Products Team Lead to oversee the strategic direction and digital evolution of investment products for high-net-worth and institutional clients. This role involves product ownership, innovation across digital platforms, and collaboration with cross-functional teams to enhance product delivery and performance.
Financial Services
Hiring Manager
Patricia Magalhaes, SHRM-CP
Responsibilities
Own the end-to-end strategy and roadmap for the investment product suite, including structured notes, funds, and bespoke solutions
Lead digital investment channels (e.g., mobile apps, web platforms) with a focus on user experience, engagement, and NPS
Define and track OKRs, success metrics, and P&L performance across digital and product domains
Apply agile methodologies and experimentation frameworks to accelerate delivery and innovation
Foster a culture of accountability, innovation, and continuous improvement
Represent the investment product function in governance forums and strategic planning
Partner with investment, legal, risk, operations, and technology teams to ensure seamless product delivery
Act as a connector across departments, influencing priorities and aligning stakeholders
Collaborate with bankers and client-facing teams to gather feedback and refine offerings
Ensure all products meet internal and external regulatory standards
Maintain robust documentation and audit trails for product approvals and changes
Monitor product performance and client satisfaction, initiating enhancements as needed
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
7+ years of experience in investment product development, digital channels, or structured solutions
Strong understanding of capital markets, investment vehicles, and regulatory frameworks
Proven leadership in managing large-scale cross-functional teams and agile delivery
Excellent communication and stakeholder management skills
Fluency in English
Preferred
MBA or CFA
Portuguese and/or Spanish
Company
Itaú USA
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mauricio Correa
CTO Itaú USA and Zurich
Fabiana Pascon
CFO
Company data provided by crunchbase