Senior Municipal Client Portfolio Manager, Fixed Income

Northern Trust

  • Madison, WI
  • Permanent
  • Full-time
  • 21 hours ago
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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Role Summary:Northern Trust Asset Management (NTAM) is seeking a Senior Municipal Client Portfolio Manager (CPM) to support our Global Fixed Income Team.The Client Portfolio Manager role at NTAM is designed to both leverage the portfolio management resources of the firm, while serving as the primary portfolio management contact for clients and internal partners. Through successful external engagements, the CPM plays a critical role in both client retention and growth of the business driven by the expansion of current relationships and new business development.The CPM team is responsible for representing and advocating for our Fixed Income strategies to clients and internal partners by explaining, among other things, investment philosophy, platform, process, and performance. CPMs also play an important role in framing investment capabilities, contributing to thought leadership and innovation, and representing the “voice of the client”. Embedded within the Fixed Income investment team, CPMs are the primary investment contact for internal partners and serve as a proxy for portfolio managers with clients. They play an important role in new business efforts, including education of, and partnership with, distribution partners throughout the sales and retention cycle.Principal Responsibilities:
  • Maintain a high level of client engagement.
  • First point of contact for internal sales and service partners. Respond to internal partner and client inquiries.
  • Maintain real time portfolio/strategy knowledge of assigned NTAM capabilities.
  • Stay abreast of markets and trends impacting NTAM capabilities and clients across segments including client objectives, flows, competitor insights.
  • Maintain robust product knowledge of NTAM capabilities and the peer universe.
  • Proactively share positioning with internal partners. Own content supporting RFPs, pitchbooks, etc. and coordinate with key partners including RFP, Marketing, Product, Distribution, Sustainable Investing, and Investment Teams to ensure high quality and timely delivery of collateral.
  • Curate content and organize resources availability. Develop and promote thought leadership in support of the business.
  • Support innovation through continued feedback from the market
Desired Qualifications and Attributes:· Bachelor’s degree required· Relevant post-graduate work or progress toward is preferred (such as MBA or CFA).· Extensive experience in Municipal bonds, fixed income portfolio management, and client engagement.· Ability to think strategically, collaborate productively, and problem-solve effectively.· Familiarity with modern portfolio management technics and technology.· Experience developing and contributing to the development of high-quality content such as presentations, research papers, market commentary, RFPs, marketing collateral, and value-added responses to client inquiries.Salary Range: $137,400 - 233,600 USDSalary 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.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodationNorthern 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 you’re 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.

Northern Trust