Senior Portfolio Manager

7 days ago

Washington, United States Northwestern Mutual Investment Services, LLC Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Primary Duties & Responsibilities:

  1. Provide a discretionary investment capability for the most sophisticated advisors and clients of the Wealth Management Company (WMC).
  2. Responsible for portfolio analysis, initial investment recommendation and ongoing management of Private Client Services accounts.
  3. 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.
  4. Work exclusively with a handful of top advisors and their very best clients to construct portfolios in accordance with investment objectives of high-net worth clients with sophisticated situations.
  5. Provide senior level market and economic thought leadership to our field and their clients, presenting at various venues such as network office days or home office-sponsored conferences.
  6. Manage complexities related to an existing book of business (typically $$1 billion or more Assets under Management), including assessing and delivering market and economic information as well as performance and portfolio construction information.
  7. Collaborate with Wealth and Investment Management leadership on cross-departmental initiatives designed to enhance overall investment offerings.
  8. Lead a regional portfolio management team focused on growing AUM, clients, and the number of advisors using the program, responsible for goal setting and career development for team members.
  9. Monitor and manage portfolio allocations relative to investment policy, including trading and implementing the desired security selection strategy.
  10. Create, communicate and execute transition plans for complex tax and investment situations.
  11. Educate advisors and their teams on positioning the Private Client offering within their practices, which may require travel.

Qualifications:

  1. B.S. Degree in business, finance and/or equivalent; advanced degree preferred.
  2. Chartered Financial Analyst (CFA), Chartered Financial Consultant (CHFc), or Certified Financial Planner (CFP) designation, or work toward designation preferred.
  3. Significant background in understanding, interpreting, and articulating asset allocation, broad economy/market conditions and metrics.
  4. Strong written and verbal communication skills with the ability to convey knowledge to colleagues, advisors, and end clients.
  5. Ability to present in various formats (home office training, conferences, board meetings, individual client settings, and field visits).
  6. Extensive experience with equity and fixed income securities, mutual funds, and exchange traded funds (ETFs).
  7. Demonstrated ability to analyze investment portfolios, including individual stocks and/or bonds.
  8. Demonstrated analytical and quantitative skills.
  9. Technical expertise in standard applications including but not limited to Bloomberg, Excel, Word.
  10. 7-10 years of experience in the investment/fiduciary management industry, with 5 years of portfolio management and client service experience.
  11. Trust investment experience preferred.
  12. FINRA Non-registered fingerprinted.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:

$121,030.00

Pay Range - End:

$224,770.00

Northwestern Mutual pays on a geographic-specific salary structure. Placement in the salary range for this position will be determined by factors including skills, education, training, credentials, experience, scope, complexity, and the cost of labor in the market. It is not typical for individuals to be hired at or near the top of the range for their role. Please note that the salary range listed is the standard pay structure. Positions in certain locations (such as California) may provide an increase based on location. Please click here for additional information relating to location-based pay structures.

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.


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