Portfolio Management Executive

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

About Northwestern Mutual:

We are a leading financial services company dedicated to helping our clients achieve financial security and success.

Our commitment to innovation, integrity, and community involvement has made us a trusted partner for individuals, families, and businesses across the country.

We offer a comprehensive range of financial products and services, including life insurance, retirement solutions, investment management, and more.

Job Summary:

We are seeking an experienced Portfolio Management Executive to join our team. In this role, you will be responsible for managing client portfolios, analyzing market trends, and providing exceptional customer service.

About the Role:

This is a unique opportunity to work with a best-in-class company that prioritizes its clients' interests above all else.

As a Portfolio Management Executive, you will have the chance to develop your skills in portfolio management, asset allocation, and risk analysis.

You will also have the opportunity to work closely with cross-functional teams, including sales, marketing, and operations.

Key Responsibilities:

  • Manage client portfolios to ensure alignment with their financial goals and risk tolerance
  • Analyze market trends and make recommendations to optimize portfolio performance
  • Provide exceptional customer service to clients and internal stakeholders
  • Develop and maintain relationships with key clients and partners
  • Collaborate with cross-functional teams to drive business growth and improve operational efficiency

Requirements:

  • Bachelor's degree in Finance or related field
  • 3-5 years of experience in portfolio management or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

Compensation and Benefits:

We offer a competitive salary range of $75,180 - $139,620 per year, based on experience and qualifications.

In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

Grow Your Career with Us:

If you are passionate about delivering exceptional results and building long-term relationships, we encourage you to apply for this exciting opportunity.

Join our team of talented professionals who share our commitment to excellence and customer satisfaction.



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