Senior Investment Portfolio Strategist

2 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

We are seeking a Senior Investment Portfolio Strategist to join our team at Northwestern Mutual. This is an exciting opportunity for a seasoned professional to leverage their expertise in investment management and portfolio analysis to drive business growth.

About the Role

The Senior Investment Portfolio Strategist will be responsible for providing discretionary investment capabilities for top advisors and clients, with a focus on portfolio analysis, initial investment recommendations, and ongoing portfolio management. This role requires strong relationship-building skills, as the successful candidate will work closely with internal stakeholders, including Concierge Planning and Regional Sales Directors, to increase awareness of Private Client Services and its value proposition.

Key Responsibilities
  • Provide market and economic thought leadership to field and clients through advisor-by-advisor or client-by-client interactions, presentations, and workshops.
  • Deliver and execute complexities related to managing an existing book of business, including assessing and delivering market and economic information, performance and portfolio construction information, during proposal stages and ongoing reviews.
  • Work with Wealth and Investment Management leadership on cross-departmental initiatives to enhance investment offerings.
  • Lead a regional portfolio management team focused on growing Assets Under Management (AUM), clients, and number of advisors using the program.
  • Develop and implement transition plans for complex tax and investment situations, educate advisors and their teams on positioning the Private Client offering within their practices, and monitor and manage portfolio allocations relative to investment policy.
Requirements

To be successful in this role, you will need:

  • B.S. Degree in business, finance, or equivalent; advanced degree preferred.
  • Chartered Financial Analyst (CFA), Chartered Financial Consultant (CHFc), or Certified Financial Planner (CFP) designation, or work toward designation preferred.
  • Significant background in understanding, interpreting, and articulating asset allocation, broad economy/market conditions, and metrics.
  • Strong written and verbal communication skills, with the ability to deliver knowledge to colleagues, advisors, and end clients at various levels of detail and understanding.
  • Technical expertise in standard applications, including Bloomberg, Excel, and 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, and FINRA Non-registered fingerprinted.
What We Offer

At Northwestern Mutual, we offer a competitive compensation package, including a salary range of $121,030-$224,770, flexible work schedules, comprehensive benefits, employee resource groups, and opportunities for career growth and development.

We are an equal employment opportunity employer and welcome diverse candidates to apply.



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