What are the responsibilities and job description for the Senior Portfolio Manager position at Northwestern Mutual?
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.Primary Duties & Responsibilities : Provide a discretionary investment capability for the most sophisticated advisors and clients of the Wealth Management Company (WMC).Responsible for portfolio analysis, initial investment recommendation and ongoing management of Private Client Services accounts.Build relationships with internal stakeholders such as Concierge Planning and Regional Sales Directors to increase awareness of PCS and the value it brings to advisors and end clients.Work exclusively with top advisors and their best clients to construct portfolios in accordance with investment objectives of high-net worth clients with sophisticated situations.Provide senior level market and economic thought leadership to our field and their clients.Responsible for delivery and execution of all complexities related to managing an existing book of business (typically $$1 billion or more Assets under Management).Work with Wealth and Investment Management leadership on cross-departmental initiatives designed to enhance the overall investment offerings.Lead a regional portfolio management team focused on growing AUM, clients, and number of advisors using the program.Monitor and manage portfolio allocations relative to investment policy.Create, communicate and execute transition plans for complex tax and investment situations.Educate advisors and their teams on how to best position the Private Client offering within their practices.Qualifications : B.S. Degree in business, finance and / or equivalent, advanced degree preferred.Chartered Financial Analyst (CFA), Chartered Financial Consultant (CHFc), or Certified Financial Planner (CFP) designation preferred.Significant background in understanding asset allocation, broad economy / market conditions and metrics.Strong written and verbal communication skills.Ability to effectively present in multiple formats.Extensive experience with equity and fixed income securities, mutual funds and ETFs.Demonstrated ability to analyze investment portfolios.Demonstrated analytical and quantitative skills.Technical expertise in standard applications including Bloomberg, Excel, Word.7-10 years of experience in the investment / fiduciary management industry, 5 years of portfolio management and client service experience.Trust investment experience preferred.FINRA Non-registered fingerprinted.This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Compensation Range : Pay Range - Start : $121,030.00Pay Range - End : $224,770.00Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including skills, education, training, credentials and experience.Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!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.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.FIND YOUR FUTUREWe're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groups#J-18808-Ljbffr
Salary : $121,030 - $224,770
