Settings

CAREERS

Private Wealth ETF Specialist

📁
Investment Management
📅
77007 Requisition #
Apply for Job
Share this Job
Sign Up for Job Alerts
Job Summary:
The investment advisory practice is a team of subject matter experts focusing on our private wealth business serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes, provides proactive best in class service, education, thought leadership, timely ideas and positioning with respect to Northern Trust Asset Management views and capabilities. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, executing on priorities, solution based initiatives, and streamlining communication between both entities.  

The ETF 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. 
Major Duties:
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
Manage incoming requests from Wealth Management teams in a consultative capacity
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 WM clients 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, implementation and fulfillment 
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,
Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets 
Extensive experience servicing private wealth, investment advisors and/or institutional investors. 
8+ years of 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; 
Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed
Excellent interpersonal, communication (verbal and written) and presentation skills
Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach
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.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of March 31,2019, Northern Trust Corporation had:
$10.9 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$122 billion in banking assets 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 77595

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 77399

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 75430

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), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      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.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      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.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      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.

  • USA EEO Statement
    • USA EEO STATEMENT

      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. EEO poster (U.S.)EEO is Law Poster Supplement