Wealth Advisory (IAP) Associate

Northern Trust
Chicago, USA
May 13, 2023
Jun 10, 2023
Industry Sector
Finance - General
Employment Type
Full Time
Northern Trust Asset Management's distribution strategy is evolving, our team is growing - and we're looking for individuals interested in growing with us. We are seeking passionate and results-driven individuals to play a critical role in driving brand awareness and product adoption. This proactive team member should value collaboration and think both strategically and tactically. If you are a critical-thinker who enjoys being part of a team driving initiatives that help grow the business, we encourage you to apply.

The Wealth AdvisoryAssociate is a key role, serving as an investment expert and advocate with the aim of expanding and deepening the relationship with WM clients and prospects. This role will act as an active business partner to this channel and proactively execute the overall investment strategy to position and promote our asset management capabilities.

This person will serve as a strategic business partner working in close collaboration with our internal partners and Wealth Advisory members to d eepen and enhance Northern Trust Asset Management (NTAM) & Flexshares brand awareness, thought leadership, research and development, core capabilities and fulfillment options across our Northern Trust Wealth Management business.

  • Provide analytical and research support to the senior advisors within the practice.
  • Provide reporting for the group - Salesforce and Power BI client relationship management.
  • Conduct special projects for wealth management and ad hoc projects for the team and project lead.
  • Respond to client service questions/asks and/or special inquiries.
  • Serve as central point of contact for team helping coordinate and lead team-based initiatives.
  • Partner within the Wealth Advisory team (IAP) of NTAM for optimal top-down/bottom-up relationship.
  • Work closely with WM Partners and NTAM Constituents to identify and address strategic/scalable opportunities.
Personal and Professional Competencies:
  • Understanding of the marketplace - Including capital markets, regulatory and legislative landscape
  • Successful experience working in a fast-paced, results-driven environment, with a proven ability to think analytically and creatively.
  • Excellent technical skills (Word/Excel/PowerPoint/Morningstar/Bloomberg/Salesforce)
  • Partnership - Ability to collaborate and work well with others and motivate groups of people to work together in a committed way to achieve a common mission or goal.
  • Judgement - Showing wisdom in making decisions and acting with a view to what is most appropriate, reasonable, timely and realistic.
  • Results orientation - Rigorously holding oneself and others accountable for achieving high levels of individual and organizational performance and is keenly focused on results.
  • Learning agility - Quickly absorbing new information and the significance of changes in dynamic situations
  • Superior interpersonal skills - Including the ability to work effectively in various team settings.
  • Bachelor's degree: candidates for CFA, CIMA and/or attainment of the designations preferred.
  • 3+ years investment related experience within an analytical and relationship support context.
  • Requisite FINRA securities license(s) preferred.
Additional Information

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