CAREERS

Private Wealth ETF Specialist

📁
Investment Management
📅
77007 Requisition #
Job Summary:

The Investment Advisory Practice is a team of subject matter experts focusing on our private wealth investment professionals serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes providing proactive best in class engagement and service sharing thought leadership and timely ideas positioning Northern Trust Asset Management’s views, capabilities and competitive differentiation for today’s marketplace. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, execution of strategic priorities, solution based initiatives, and streamlining communication between both entities.  

The  Specialist is a seasoned investment professional who will serve as the primary liaison for our ETF investment capabilities engaging with wealth management investment professionals throughout the United States.  This individual will provide proactive and continuous engagement regarding ETF research, philosophy, process, performance as well as driving analytical insights related to trends in the marketplace and competitive outlooks. This position will report to the Investment Advisory Practice Lead. 

RESPONSIBILITIES: 

Serve as a primary liaison between Asset Management areas and Wealth Management investment professionals as expert in ETF capabilities 

 Work with strategy, portfolio management, research and product areas to facilitate reviews and stay abreast of economic and market updates

Provide timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and market outlooks. 

Communicate information to Wealth Management partners related to available timely solutions by proactive outreach, coordination of education, and respond to inquiries from field and provide ongoing support

Lead best practice and implementation of ETF related strategic initiatives 

Engage with leaders across Wealth Management and Asset Management, solicit feedback, and provide guidance on ETF marketplace and solutions

Travel to Wealth Management offices domestically to discuss all above (50% travel)



Qualifications:
Subject matter expert with investment acumen and analytical skills applicable to ETF marketplace and investments,
Extensive experience servicing private wealth, investment advisors and/or institutional investors. 
10+ years investment related experience with relevant subject matter expertise with equity and various registered and/or unregistered investment vehicles. 
Quantitative educational background with academic success (e.g., Bachelor’s in Finance, Investments, Economics) and/or relevant certifications highly desired (e.g., MBA, CFA, CIMA)
Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets and product operations; 
Excellent interpersonal, communication (verbal and written) and presentation skills
High degree of integrity and strives to share with the team in success
Passion for Asset Management, capital markets and portfolio management
Proficient in Bloomberg and/or Morningstar Direct

FOUNDED in Chicago in 1889, Northern Trust is one of the largest financial institutions in the world. We specialize in providing asset servicing solutions and asset management to institutional, high net worth and personal clients with approximately 1 trillion in assets under management. The delivery of thought leadership, research, solutions and services to this client base is supported through a network of offices around the globe. The Asset Management division of Northern Trust is world’s 14th largest global leader in multi-asset class solutions including exchange traded funds, managed accounts, mutual funds across factor-based investing, sustainable investing (ESG), active fixed income and liquidity solutions. 

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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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    • APAC/INDIA EEO STATEMENT

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