Current jobs related to Investment Practice Advisor - Chicago, Illinois - Northern Trust Corporation

  • Investment Advisor

    3 weeks ago

    Chicago, Illinois, United States Mesirow Full time

    About Mesirow Mesirow is a distinguished, employee-owned financial services firm established in 1937. With its headquarters in Chicago and a global presence, Mesirow provides a wide range of services including Advisory Services, Global Investment Management, Capital Markets, and Investment Banking. Our intentional culture fosters high employee engagement,...

  • Financial Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    Position Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...

  • Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Fidelity Investments Full time

    Position Overview:As an Investment Advisor at Fidelity Investments, you will have the opportunity to focus on cultivating enduring relationships with clients while developing sophisticated financial strategies tailored to their unique needs.Your Role:In this client-facing position, you will interact directly with customers, providing expert guidance and...

  • Lead Investment Advisor

    2 weeks ago

    Chicago, Illinois, United States RubinBrown Full time

    About the RoleRubinBrown is seeking a highly skilled and experienced Lead Investment Advisor to join our team. As a key participant in client service, team member development, specialty expertise, and business development, this role is critical to the success of our firm.Key ResponsibilitiesServe as a Lead Advisor for RubinBrown clients, providing...

  • Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Financial ConsultantIf you are looking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial services sector. Fidelity offers a unique business model with an established client portfolio and a steady flow of business opportunities that is unparalleled in...

  • Investment Advisor

    3 weeks ago

    Chicago, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Financial ConsultantIf you are looking to focus on enhancing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial sector. Fidelity offers a unique business model that provides access to a substantial client base and institutional referrals, setting us apart in the industry....

  • Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Financial ConsultantIf you are seeking to focus on nurturing client relationships and developing intricate financial strategies, consider a role with a prominent leader in the financial services sector. Fidelity offers a unique business model with an established client portfolio and institutional sources of business that are unparalleled in the...

  • Investment Advisor

    4 weeks ago

    Chicago, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Financial ConsultantIf you are looking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a reputable industry leader. Fidelity offers a unique business model that includes an established client portfolio and robust institutional business sources, setting us apart in the financial...

  • Investment Expert

    7 days ago

    Chicago, Illinois, United States Envestnet Full time

    Job SummaryThe Investment Specialist role at Envestnet is a dynamic opportunity for a talented professional to join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office.About EnvestnetEnvestnet is a leading provider of technology-enabled investment and practice management solutions to financial...

  • Investment Banking Managing Director

    2 weeks ago

    Chicago, Illinois, United States Bridgepoint Investment Banking Full time

    Job OpportunityCompany OverviewBridgepoint Investment Banking is a next-generation, impact-focused investment banking firm that delivers top-notch results for family and founder-owned businesses. We provide full-service investment banking solutions for non-sponsored companies across the country.Job SummaryWe are seeking a Head of Transportation Managing...

  • Investment Consultant

    1 week ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    Investment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for driving sales growth and expanding our presence in assigned regions. This position requires a strong phone presence, excellent communication skills, and a deep understanding of our investment strategies and products.Key...

  • Investment Consultant

    1 week ago

    Chicago, Illinois, United States Fiducient Advisors Full time

    Job Title: Consulting Analyst, InstitutionalFiducient Advisors is a leading investment consulting firm that provides tailored services to clients across various sectors. We are seeking a highly skilled Consulting Analyst to join our team and contribute to our mission of helping clients prosper.Key Responsibilities:Lead portfolio evaluation and diagnostic...

  • Senior Investment Specialist

    2 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    {"title": "Senior Investment Specialist", "content": "About Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job SummaryThe Senior Investment Specialist is a key...

  • Senior Investment Specialist

    2 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About the RoleThe Senior Investment Specialist is a key contributor to the Northern Trust Asset Management (NTAM) Wealth Client Group's (WCG) Portfolio Solutions Group (PSG), serving as a technical subject matter expert (SME) within specific segments of the capital markets for Northern Trust Wealth Management (NTWM) portfolio advisors and third-party...

  • Investment Consultant

    1 week ago

    Chicago, Illinois, United States Fiducient Advisors Full time

    Job Title: Consulting AnalystFiducient Advisors is a leading investment consulting firm that provides tailored services to clients across various industries. We are seeking a highly skilled Consulting Analyst to join our team.Responsibilities:Conduct thorough portfolio evaluations and diagnostic reviews for new clients, collaborating with multiple teams to...

  • Investment Professional

    2 days ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    About Calamos InvestmentsCalamos Investments is a global investment firm that delivers value-added performance and exceptional client service. Our commitment to family values creates a challenging environment for personal and professional growth.Our Investment StrategiesWe offer a range of innovative investment strategies through separately managed...

  • Investment Specialist

    2 weeks ago

    Chicago, Illinois, United States CrossBoundary Full time

    About the RoleCrossBoundary is seeking a highly skilled Investment Advisor to join our team in Latin America. As a member of our transaction team, you will play a critical role in identifying and evaluating investment opportunities, conducting macroeconomic market assessments, and providing investment transaction support.Key ResponsibilitiesOversee the...

  • Investment Consultant

    4 weeks ago

    Chicago, Illinois, United States New York Life - Todd Couture Full time

    Job OverviewWe are looking for a knowledgeable Financial Advisor to guide our clients in crafting and executing financial strategies that align with their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication...

  • Investment Consultant

    3 weeks ago

    Chicago, Illinois, United States New York Life - Todd Couture Full time

    Job OverviewWe are looking for a skilled Financial Advisor to guide our clients in crafting and executing financial strategies tailored to their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication...

  • Client Relations Specialist

    4 weeks ago

    Chicago, Illinois, United States Transcend Practice Management Full time

    Job DescriptionClient Relations Specialist – Financial ServicesMust possess experience in the wealth management sector.Location: Hybrid work modelCompensation: $60,000 - $70,000 (base salary plus bonuses)At Transcend Practice Management, we understand that the best talent has options in the wealth management field. Joining our team is a strategic...

Investment Practice Advisor

3 months ago

Chicago, Illinois, United States Northern Trust Corporation Full time

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

INVESTMENT PRACTIVE ADVISOR

OH: R125607

Major Duties:

1. Manages investment risk activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts, individual investments, and court appointed accounts.

2. Ensures compliance of programs designed to achieve investment objectives for specific individual or institutional clients. Reviews and analyzes investments to select assets. Researches discrepancies involved with investment processing.

3. Analyzes the overall investment strategy with continuous revision of accounts objectives and the context of client needs.

4. Maintains extensive contact with trust and banking relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.

5. Maintains a current awareness of new investment strategies and instruments through regular contact with other industry professionals, as well as personal research.

6. Performs financial analysis or fundamental and quantitative research on specific assets or securities.

7. Serves on standing investment services committees and on ad hoc unit committees as appropriate.

8. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise

9. Focus of role is on execution of strategic direction of business function activities

10. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues

11. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity

12. Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work

13. Conducts performance management and career development processes, and staffing and disciplinary actions

14. Provides input and support to budget management process

The ideal candidate will benefit from having the following competencies:

Experience :5-8 years of investment experience, including research, in which consistent long term investment performance has met account objectives; Prior management experience. Knowledge of investment and portfolio management theory, accounting and financial principles and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios or conduct research activities. Knowledge of investment terminology, characteristics of the various
marketplaces, the laws and regulations governing trust investments and taxation, the bank's investment policies, procedures and strategies, acquired through work experience and formal education, is required to manage portfolios or investment research activities. Sales and negotiating skills are required to guide sensitive or difficult situations. Leadership and organizational skills are required to determine the unit goals, resources needed, and to assess and develop the skills of the staff.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.