Northern Trust is seeking a Senior Consultant, Product Specialist – Investments to serve as a key liaison between Northern Trust’s Portfolio Advisory Group (PAG) and its wealth management & financial intermediary clients, delivering consultative portfolio analysis and enhancing the client experience through data-driven insights.
Requirements
- Proficiency in tools such as Power BI, Seismic, and Microsoft Office Suite as well as Bloomberg, Morningstar and FactSet;
- Familiarity with Red Oak and other compliance platforms is a plus.
- FINRA Series 7 and 63 licenses required.
- Strong analytical skills with experience in portfolio construction, risk analysis, and investment performance evaluation.
- Experience with investment consulting, product management, or portfolio advisory roles.
- Experience preferred to support both internal wealth management and third-party broker/dealer channels.
- Proficiency in data analysis and interpretation
Responsibilities
- Serve as a subject matter expert on Northern Trust’s investment products, including passive, factor-based and active strategies, as well as alternative investments.
- Provide consultative support to wealth management, financial intermediary clients and internal partners by delivering customized portfolio analytics, scenario analyses, risk assessments and other client requests.
- Develop and present client-ready deliverables that illustrate portfolio health, alignment with investor goals, and implementation strategies.
- Support the development and dissemination of marketing and educational materials, including roadshow presentations, handouts, and client surveys.
- Maintain up-to-date knowledge of market trends, investment vehicles, and regulatory developments to inform client recommendations and internal training.
- Coordinate with compliance and marketing teams to ensure accuracy and timeliness of materials distributed.
- Contribute to the continuous improvement of internal processes and documentation.
Other
- Bachelor’s degree in Business Administration, Finance, or related field; advanced degree or professional designation preferred.
- Minimum 5 years of experience in investment consulting, product management, or portfolio advisory roles.
- Excellent communication and presentation skills, with the ability to translate complex investment concepts into client-friendly insights.
- Demonstrated ability to work cross-functionally with sales, compliance, marketing, and investment teams.
- Proven track record of enhancing client engagement through strategic insights and tailored investment solutions.
