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About the Role

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services, guiding successful individuals, families, corporations, and institutions since 1889. We are committed to our guiding Principles That Endure: Service, Expertise, and Integrity, reflecting our core business conduct.

Responsibilities

• Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios.
• Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs.
• Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys.
• Demonstrates mastery with new investment strategies, tools, capabilities, and portfolio research and investment methodologies.
• Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
• Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Accountable for personal execution of initiatives, new capability rollouts, and required training.
• Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
• Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.
• Serves on standing investment services committees and participates in special projects as appropriate.
• Leads others to solve complex problems.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
• Impacts the achievement of customer, operational, project or service objectives.

Requirements

• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces is required to manage portfolios.
• Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.
• Requires specialized depth and/or breadth of expertise in own job discipline or field.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.
• Minimum 8 to 12 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
• Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Skills

• Investment management
• Portfolio management
• Financial principles
• Investment strategies
• Investment instruments
• Marketplace analysis
• Decision making
• Sales
• Negotiating
• Analytical thought
• Risk management

Location

• USA

Work Type

• Full-time

Experience Level

• 8-12 years

Salary/Compensations

• $189,290 - $331,200 USD

Benefits

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component

About the Company

• Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
• We have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
• We serve the world’s most sophisticated clients using leading technology and exceptional service.
• As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
• Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Northern Trust empowers our employees to achieve more than just business goals.
• Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Equal Opportunity

• Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
• It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.
• Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.
• All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.
• This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
• Northern Trust is an Equal Opportunity Employer.
• Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
• It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.