CAREERS

Investment Strategy Director, Emotomy

📁
Investment Management
📅
85065 Requisition #

 

POSITION SUMMARY

Northern Trust is seeking an enthusiastic and innovative senior person to play a key role in the development, servicing and sales of investment strategies through Emotomy, Northern Trust Asset Management’s digital investment platform. As an Investment Strategy Director, you will play an instrumental role in accelerating business growth to bring the vision of Emotomy, combined with the power of Northern Trust Asset Management, to our clients. 

This leadership role will drive the collaborative process between key constituents and stakeholders across Emotomy and NTAM to develop and deliver client-focused, open-architecture investment strategies to Emotomy’s clients. In addition, you will be responsible for developing and implementing the strategy for servicing Emotomy’s investment clients. The Investment Strategy Director will report directly to the Head of Emotomy, will be a member of Emotomy’s leadership team, and will work directly with key members of NTAM’s executive suite. 

We are looking for a person with a successful track record of developing investment strategies, including strong relationships with financial intermediaries. The person must have outstanding teamwork and communication skills. The person must be extremely comfortable executing within the ambiguous nature of a fast-moving startup as well as dealing with some of the intrinsic complexities of a corporate environment. The person must be comfortable and experienced working with, and leading, strong teams.


PRIMARY DUTIES AND RESPONSIBILITIES

  • Identifying, qualifying and closing new business opportunities specifically related to Emotomy investment strategies 
  • Leading cross cross-functional teams involving key members of investment management, investment research, product, customer success, sales, and marketing professionals to develop, deploy and service Emotomy investment strategies aligned with future growth initiatives
  • In partnership with Emotomy leadership, driving investment strategy innovation centered around client needs/preferences, while ensuring strong alignment with NTAM’s strategic priorities and values
  • Managing and leading communication with clients as it relates to investment strategies, including but not limited to; scheduling, leading client presentations/meetings, proposal development, contract negations and close
  • Ensuring close coordination with all business partners focusing on revenue growth and presence in intermediary channels
  • Serving as an expert on Emotomy investment strategies as they relate to the competitive aspects of the investment marketplace.
  • Initiating frequent contact with financial intermediaries or competitor institutions, and internal partners.
  • Collaborating with various internal cross-functional groups as needed to bring forward the full value of Northern Trust for our clients and prospects
  • Promoting the company and its products through industry conferences, periodicals, webcasts, blogs, etc. 

 

NECESSARY KNOWLEDGE AND SKILLS

  • Direct client or prospect experience is a must. 
  • Knowledge and strong understanding of registered products, multi-product investment strategies and market trends.
  • Strong problem solver with ability to manage conflict and lead the team towards creative solutions.
  • Experience and understanding of Investment Management and Advisory business processes/domain. 
  • Strong oral and written communication skills and ability to contribute the innovative solutions.
  • Ability to collaborate with high-performing teams and individuals throughout the firm to accomplish common goals.
  • Ability to roll up their sleeves and evolve with the strategy. 

 

NECESSARY PERSONAL AND PROFESSIONAL COMPETENCIES

  • Leadership – The ability to select, develop, motivate, and empower groups of people to work together in a committed way to achieve a common mission or goal.
  • Results Orientation – Rigorously holding one’s self and others accountable for achieving high levels of individual and organizational performance and is keenly focused on results. 
  • Judgement – Showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic. 
  • Conceptual Skills – Understanding complex situations or organizations in their entirety, grasping interrelationships and essential elements, and seeing their implications. 
  • Learning Agility – Quickly absorbing new information and the significance of changes in dynamic situations. 
  • Curiosity – Demonstrating a passion for learning, speculating on “what if” scenarios, and engaging in strategic inquiry. 
  • Teamwork – ability to forge strong relationships with professionals across business segments, functions and locations.


NECESSARY EXPERIENCE AND EDUCATION

  • 10+ years of experience of investment strategy, consulting, or advisory leadership experience.
  • Bachelor's Degree, Masters in Business Administration and/or CFA preferred.
  • Series 7 and Series 65/66 licensed, or able to obtain within 90 days of employment
  • CIMA or CPWA certification preferred

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

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