Regional Sr. Investment Officer

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Major Duties : Oversight in conjunction with direct line managers and market leaders for an expanded Investment Services unit or function. Conducts the performance management process or provides oversight and guidance to other managers identifies training and development needs and establishes performance standards for the region

Actively engages with senior regional leadership to assess investment needs to provide guidance on engagement around initiatives and to collaborate on the establishment of collective goals

Participates as directed by Regional Presidents in regional leadership committees and groups

Participates as directed by Chief Investment Officer on appropriate national committees

Collaborates with leadership in determining staffing needs making hiring and firing decisions handling salary administration and ensuring resources are available to accomplish priorities. Participates in proactive discussions relative talent and succession planning for the region to ensure a sustainable and competent workforce

Ensures managers and associates in the region are informed on investment initiatives processes and investment strategy. Fosters environment of collaboration among region investment professionals to share best practices and experience with the goal of increasing consistency and manager skills

Provides frequent advice to region investment professionals surrounding client matters investment policy and guidelines policies and procedures and other workflows

Actively engages with National Investment Practice providing feedback on needs of clients and investment partners while also driving key national initiatives at the regional level.

Manages investment activities for a full set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts individual investments and court appointed accounts

Develops recommends and directs the execution of programs designed to achieve investment objectives for specific individual or institutional clients. Reviews and analyzes investments to select assets

Analyzes and plans the overall investment strategy with continuous revision of accounts objectives and
the context of client needs

Maintains extensive contact with trust and banking relationship managers clients co-trustees consultants the banks legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity

Participates in the development of new investment business with sales staff

Responsible for compliance oversight in the region ensuring all investment management partners are aware of and in compliance of all related policies. Reviews and provides recommendations relative to trading losses. Works with PMs to understand and interpret tools such as the PM Dashboard and Compliance Scorecard

Provides advanced level approvals for the region for trades that require this as well as activities such as NT Alts

Knowledge : Deep knowledge of and engagement with National Practice in terms of best practices and strategic initiatives

Advanced leadership skills associated with change management mentoring/skills/talent development and deepening field engagement at all levels

Advanced communication and organizational skills

High level of cross-functional knowledge incorporating banking advisory and fiduciary perspectives into decision making when appropriate

Enterprise frame of mind with a collaborative business owner mentality driving decision making.

Knowledge of investment and portfolio management theory accounting and financial principles and investment strategies and instruments acquired through formal education and work experience is required to manage portfolios or conduct research activities

Knowledge of investment terminology characteristics of the various marketplaces the laws and regulations governing trust investments and taxation the banks investment policies procedures and strategies acquired through work experience and formal education is required to manage portfolios or investment research activities

Sales and negotiating skills are required to guide sensitive or difficult situations

High level of business acumen applying broad industry knowledge and commercial awareness to drive financial performance

Negotiates with senior leaders across the business

Experience : Over 15 years of applicable investment experience including the management of large and complex investment relationships

Proven leadership qualities

Deep knowledge of investment risk and compliance issues

Demonstrated history of strategic thinking

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .

We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.