What are the responsibilities and job description for the Senior Portfolio Manager position at Northwestern Mutual Investment Services, LLC?
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 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.
- 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.
- 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.
- Collaborate with Wealth and Investment Management leadership on cross-departmental initiatives designed to enhance overall investment offerings.
- 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.
- Monitor and manage portfolio allocations relative to investment policy, including trading and implementing the desired security selection strategy.
- Create, communicate and execute transition plans for complex tax and investment situations.
- Educate advisors and their teams on positioning the Private Client offering within their practices, which may require travel.
Qualifications :
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.
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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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Salary : $224,770
