You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

Our business is about helping people secure their financial futures, and that starts with putting people first – our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

 

This position has been classified as an Access Person, which will require the reporting of your personal securities transactions.

 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

 

What's the role?

Provide a discretionary investment capability for clients of the Wealth Management Company (WMC). Responsible for investment recommendations and ongoing management of Trust and Private Client Services accounts.  Construct HNW portfolios in accordance with investment objectives.  Assist in coordinating the complexities associated with managing an existing book of business across a variety of risk models and transition requirements.  Monitor and manage portfolio allocations relative to investment policy.  Contribute to management of proprietary investment products.  Work closely with NM Wealth Management Advisors and their clients to deliver exceptional client service.  Discuss performance and attributes of client portfolios with field representatives and clients. Execute trades and perform annual compliance reviews.

 

SPECIAL NOTE: This role may be filled at a hgher level depending on the experience of the candidate.

 

Bring Your Best! What this role needs:

• College degree, advanced degree helpful
• Small business attitude, innovation and drive to grow HNW business
• Technology development experience highly desired
• Demonstrated analytical skills with the ability to communicate to audiences of all sophistication levels
• Significant background in understanding, interpreting and articulating asset allocation, broad economy/market conditions and metrics
• Strong views encouraged, but also with ability to accept criticism of those views
• 7-10 years of experience in the investment industry,
• Extensive experience with equity and fixed income securities, mutual funds and exchange traded funds (ETFs) is a must
• Demonstrated ability to analyze and investment portfolios, including individual stocks and/or bonds
• Chartered Financial Analyst (CFA) designation or work toward designation

 

 

 

 

Req ID: 8421
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 6-8 years
Licenses/Certifications: None
FLSA Status: Exempt
Posting Date: 10/07/2016