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Client Success Specialist - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE Parametric provides systematic solutions fueled by science and prides itself on building genuine, long-term partnerships with our clients. We are looking for a Client Success Specialist to join our team in streamlining and executing on the vision for all our client-related investment work. The mission of the Client Success Specialist is to partner with distribution, alongside the Director, in meaningful ways to create a more dynamic partnership and enhance the way our teams work together, for our clients. This is an internal facing role focused on enhancements to systems, workflows, and service expectations requiring independent problem solving and the ability to execute. This person will help see our work through our clients' eyes and to enable the investment team to help solve problems investors didn't realize they had. This person shows progress by understanding the client lifecycle and best practice service expectations. They can assist with or independently execute enhancements and quality results by getting the best out of people, having an eye towards process, and leveraging technology. This person has a strong desire to internally support and enable business development and relationship management in an investment context across a wide range of client types, from high-net-worth individuals to institutions in the U.S. and internationally. The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic team while making a personal impact on a firm with a unique culture that values hard work and innovation, but also encourages genuine teambuilding. PRIMARY RESPONSIBILITIES * Develop and maintain familiarity with our clients, investment offering and market position, and help support any recommendations accordingly * Work with key stakeholders to build consensus around service level expectations, design ways to monitor delivery against expectations, and find ways to resolve shortcomings * Advance key system platforms by integrating as appropriate, while understanding and communicating department and client needs to stakeholders * Determine and arrange training for investment professionals to ensure high caliber client support such as presentation and communication skills, as well as mechanisms for continuous feedback on service * Act as an executor of large, cross-functional client-related projects by assisting in scoping the required work, scheduling meetings and managing follow-ups, as requested * Ensure consistent processes are applied to ensure success of investment professionals in external work such as conference panels, hosted events, media, and client meetings, while serving as the key contact for related work * Partners with other areas within Parametric to continually explore new approaches to increase efficiency and enhance practices while ensuring that high quality and comprehensive client experience is provided. This includes initiating enhancements to internal systems, participating in projects, and proactively pitching ideas/solutions * Serves as a technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through the application of systems, product knowledge and professional relationships * Maintain all related client documentation and applicable workflows * Participates in other duties as needed JOB REQUIREMENTS * 5+ years relevant experience including successful experience in a similar role * Bachelor's degree or equivalent work experience * Knowledge of investment industry and familiarity with business development and client relationship best practices * Demonstrated ability to manage, prioritize, and coordinate simultaneous projects and tasks with a high attention to detail * Proficient in Microsoft Office applications. Experience with Salesforce and Workfront are a plus * Excellent organizational skills plus strong written and verbal communication skills * Must take initiative and have a demonstrated ability to work in a collaborative team environment * Resourceful, with a can-do attitude toward projects and willingness to apply creative problem solving * Demonstrated ability and willingness to learn and use new technology Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 4d ago
Trust Associate
Robert W. Baird & Co. Incorporated 4.7
Remote or Louisville, KY Job
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they're setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client's plans to meet current needs and their future goals. To learn more about Baird Trust, click here. As a Trust Associate you will: * Support Trust Administration team in implementing clients' immediate and long-term trust and estate strategies. * Assist Trust Administration team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.). * Research, gather, and compile data and information and prepare reports and summaries from a variety of sources. * Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments. * Schedule and coordinate meetings, events and/or travel arrangements. * Establish, update, and maintain files, inventories, records and data management systems. * Provide flexible, friendly and proactive service to clients. What makes this opportunity great: * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. * Compelling careers working side by side with the best in the business. * Support & flexibility to grow and be your best at work, at home, and in the community. What we look for: * High School Diploma or equivalent. * 2-3 experience as a trust associate or administrative assistant in securities-related industry. * Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures. * Experience in project management for both long- and short-term projects. Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
$81k-117k yearly est. 32d ago
Associate Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Alpharetta, GA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES * Construct optimized equity index portfolios for separate accounts * Rebalance and transition portfolios to maximize tax-efficiency * Construct custom benchmark data * Monitor index changes and corporate actions * Generate after-tax return data for both portfolios and benchmarks * Performance attribution * Respond to client requests for analysis * Interact across teams including Technology, Research, Marketing, Client Service, Operations * Participate in process improvement and technology development efforts. JOB REQUIREMENTS * Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus * 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered. * Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred * Strong mathematical and analytical skills * Familiarity with academic financial theory and applications * Working knowledge of equity risk models and portfolio optimization preferred * Analytical writing ability WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 5d ago
Operations Senior Associate - Parametric
Morgan Stanley 4.6
Remote or Minneapolis, MN Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department ensures all onboarding and lifecycle processes of our client's accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible. ABOUT THE ROLE This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations. This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis. PRIMARY RESPONSIBILITIES * Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations. * Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements. * Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts. * Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines. * Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business. * Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations. * Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure. * Review and update team policies and procedures. JOB REQUIREMENTS Primary Skills * Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred * 5+ years' experience in financial services * Well organized, self-starter with the ability to analyze information and take a risk mindset * Exceptional written and verbal communication skills * Document management experience * Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 5d ago
Financial Content Writer, Asset Management Marketing
Northern Trust 4.6
Remote or New York, NY Job
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/Department: Financial Content Writer/Asset Management Marketing It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth - with marketing playing a critical role. The Financial Writer turns our wide investment expertise and deep knowledge of financial markets into compelling insights for the institutional, wealth and intermediary client segments. Reporting to the Head of Content Strategy and Communications, the writer will collaborate with our investment experts, client marketing managers and distribution teams to deliver content that supports our strategic marketing goals and provides actionable insights to the right audience for use in driving engagement and brand awareness within our marketing campaigns. As a content strategist and creator in the asset management industry, the writer will bring thought leadership insights to life, effectively adapting narratives from long-form through micro-content, including commentary, insight and research papers, e-books, flip-books, web articles, videos, infographics and more. As a strong strategist, the writer will be adept at innovating topic ideas and executions based on campaign goals and aligned to product and capability business strategy. With technical knowledge, and understanding of the nuances of these client segments, they can participate in discussions with investment and product leaders to flesh out topic outlines, while partnering with sales leaders to understand business and client needs and brining the creativity to innovate packaging and narrative development. The key responsibilities of the role include: * Craft thought leadership in various long and short forms, including articles, videos, infographics, market insights, insight papers, e-books and research papers * Partner with the head of content marketing on the development of content needed to drive lead generation and engagement tactics within marketing campaigns built to drive the firm's strategic goals * Execute timely, concise and actionable content on deadline and within budget. * Generate compelling ideas for content that align to marketing and business goals and highlight the value and differentiators of our investment solutions * Develop partnerships with our investment experts, product managers, sales leaders and compliance team to aid smooth execution * Ensure all content aligns with our brand voice and messaging guidelines, ensuring provocative, attention-grabbing narratives that cut through and create memorable, lasting awareness. * Tailor content for our institutional, wealth and intermediary client segments, with a growing understanding of the sophistication level and nuances of each audience * Manage multiple projects simultaneously for timely, high-quality output * Communicate content plans and results to stakeholders * Provide insightful, data-informed recommendations to maximize impact of content across promotional channels * Keep abreast of developments in financial markets to ensure that content is relevant for our audiences Skills/Qualifications: * Bachelor's degree, preferably in finance, marketing, journalism or other writing-focused area of study * 5-7 years of experience in content marketing and investment thought leadership writing for an investment manager * Strong interpersonal skills and ability to help influence stakeholders in relation to content marketing strategy and best practices. Demonstrated experience collaborating with stakeholders across marketing, investments, sales and product teams. * A strong understanding of financial markets, investment products and data sets and economic concepts * Ability to translate concepts into visual infographics stories. * Deep experience with marketing equity, fixed income and alternative asset classes and across mutual funds, interval funds, ETFs and Custom SMAs * Ability to create commercially creative and compelling and concise content in various formats (samples will be requested) * Strong editorial judgment to ensure appropriate content and messaging for external audiences * Intellectual curiosity and strong commercial mindset with the skill to transform technical concepts into simple, clear, concise content that sells * Demonstrated ability to multi-task, effectively managing and navigating multiple projects, stakeholders and competing objectives * Strong problem-solving skills and collaborative work style * Ability to use data to increase usage/effectiveness of content and suggest strategy shifts * Understanding of the US and International regulatory requirements/regulations * Driven, self-motivated, high-performing mindset Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $109,940 - 186,760 USD 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. 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. #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 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.
$109.9k-186.8k yearly 29d ago
Senior Corporate Paralegal
Northern Trust 4.6
Remote or Chicago, IL Job
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/ Department: Senior Corporate Paralegal/Corporate Secretary's Office This role will reside within the Corporate Secretary's Office and provide support for corporate governance, Board of Directors, and executive officer related matters. The key responsibilities of the role include: * Assist members of the Corporate Secretary's Office in ensuring that all Board of Directors meetings are properly called, held, and recorded. Assist in preparation for, and scheduling and logistics of, all Board of Directors meetings and the annual stockholders' meeting. * Assist in coordinating and organizing the flow of information to directors and executive officers by various means, including through a board portal; review certain board materials prior to distribution to ensure compliance with board-directed guidelines governing the materials directors receive. * Maintain the document indexing process for all minutes of Board of Directors and Board Committee meetings, as well as for related agendas, support materials and other corporate records of the Corporation and its subsidiaries. * Draft resolutions, written consents, and governance related certificates; maintain the Corporation's organizational documents (charter, by-laws, corporate governance guidelines, etc.); certify corporate documents; and maintain corporate governance related documents on the Corporation's website. * Draft minutes for certain governance body meetings. * Participate in special projects to enhance the effectiveness and efficiency of the Corporate Secretary's Office. * Assist members of the Corporate Secretary's Office in ensuring compliance with certain SEC, NASDAQ, and Federal Reserve Board rules and regulations. Assist with the preparation of D&O questionnaires and the ongoing implementation of the Corporation's related-party transaction policy. Skills/Qualifications: * Bachelor's degree and/or paralegal certificate. * Minimum 5 years related experience as a paralegal at a law firm and/or assistant corporate secretary of a publicly traded company. * Strong attention to detail and organizational, time-management, interpersonal, and writing skills. * Self-starter capable of working both independently and as a team member to achieve team goals. * Demonstrated familiarity with the Delaware General Corporation Law and/or the Illinois Business Corporation Act. * Demonstrated familiarity with Board of Directors portals and software (familiarity with Diligent is a plus). * Legal research skills. The successful candidate will benefit from having: * Familiarity with federal securities laws and NASDAQ listing requirements. Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $74,200 - 126,200 USD 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. 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. #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 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.
$74.2k-126.2k yearly 58d ago
Trust & Estate Settlement Associate
Robert W. Baird & Co. Incorporated 4.7
Remote or Louisville, KY Job
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they're setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client's plans to meet current needs and their future goals. To learn more about Baird Trust, click here. As an Estate Settlement Trust Associate you will: * Support the estate settlement team in administering a client's estate at their death. * Assist Associates Estate Settlement team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.). * Assist in the review of gift tax and estate tax returns for clients. * Coordinate the determination amounts of annual exclusion gifts currently being made, the amount of unified credit, and GST exemptions already used for clients. * Coordinate reviews and make recommendations on the scope of services to be performed in collaboration with firm associates. * Ensure the financial policies, procedures, and internal controls comply with SEC reporting requirements, including Sarbanes-Oxley, to include best practices. * Research, gather, and compile data and information and prepare reports and summaries from a variety of sources. * Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments. * Schedule and coordinate meetings, events and/or travel arrangements. * Establish, update, and maintain files, inventories, records and data management systems. * Provide flexible, friendly and proactive service to clients and other professionals. What makes this opportunity great: * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. * Compelling careers working side by side with the best in the business. * Support & flexibility to grow and be your best at work, at home, and in the community. What we look for: * High School Diploma or equivalent. * 2-3 years experience as a trust associate, paralegal, or administrative assistant in securities-related industry, law firm or accounting firm. * Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures. * Experience in project management for both long- and short-term projects. #LI-TA1 Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
$81k-113k yearly est. 60d+ ago
Investment Analyst - Parametric
Morgan Stanley 4.6
Remote or Minneapolis, MN Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work. PRIMARY RESPONSIBILITIES * Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions. * Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process. * Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship. * Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team. * Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients. * Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience. * Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge. * Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service. * Undertake additional professional development such as the CFA program. * Assume other responsibilities as required. JOB REQUIREMENTS * Bachelor's Degree in finance, accounting, or a related field * Strong interest building a career in Investment Management, working with institutional investment portfolios * Demonstrated ability to solve problems using logic, creativity, and enthusiasm * Familiarity with or willingness to learn Excel, coding languages, and other analytical tools * Must be a self-starter with excellent quantitative and communication skills * High attention to detail and time management * Initiative and demonstrated ability to work in an inclusive and collaborative team environment * Investment management or related industry experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 5d ago
Director of ETF Product Marketing
Northern Trust 4.6
Remote or Chicago, IL Job
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: Director of ETF Product Marketing, Asset Management It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth - with marketing playing a critical role. The Director of ETF Product Marketing is a critical leadership position within our Product Marketing team, responsible for building and executing the marketing strategy in pursuit of growth of our ETF business, in partnership with our Global Head of ETFs and Funds. In this capacity, they will define competitive positioning and value proposition of our ETF capability and Funds, lead the development, management and execution of marketing content in support of our marketing efforts and lead product launch campaigns as we grow the ETF platform. This includes building and "feeding" always-on and point-in-time campaigns to drive product adoption and loyalty within key investor segments, and assisting with product marketing operations as needed. Overtime, this leader will manage direct reports in support of these efforts. The role will serve as a "go to" subject matter expert for ETFs within NTAM's marketing team and will partner across marketing and the rest of the organization in the execution of our strategy. The role will require strong leadership and collaboration within the broader NTAM organization -Marketing Centers of Excellence, Investments, CPMs, Product, Distribution, Compliance, Operations, etc. - to successfully meet marketing and organizational goals. In addition, the position will partner with adjacency Northern Trust business units to advance collaboration and growth. The key responsibilities of the role include: * Establish clear product marketing strategies for the ETF platform aligned with business goals and within budget * Define product positioning and distill technical concepts into simple, compelling messages customized by client segment (institutional, intermediary, retail). Technical and promotional writing expertise required. * Lead new product launches, including, development of value proposition and strategic competitive positioning for go-to market activities and materials designed to build awareness and product adoption within sales enablement tools and website presence. * Serve as SME for all marketing-related activities (advertising, campaigns, thought leadership, etc.). * Participate in salesforce training in relation to use of marketing deliverables. * Develop, direct and manage, as needed, product content across marketing assets (e.g., videos, articles, website, social, presentations, etc.) and assist with value-add and thought leadership content and activation of Exchange marketing opportunities (NYSE, NASDAQ, CBOE) * Leverage intelligence from competitive research (peers, new entrants, category incumbents), industry partners (Cerulli, Fuse, etc.), internal SMEs, and data-driven tools (Morningstar/eVestments) to identify differentiated and viable long-term competitive advantages and positioning * Ensure marketing materials meet all required regulatory obligations across all marketing constructs, distribution channels and regions * Assist Marketing Services team with maintaining, updating, distributing and enhancing product-related updates as needed (e.g., recurring performance communications and product actions across digital and print) Skills/Qualifications: * 15+ years of asset management product marketing experience, with ETF and B2B concentration required * Strong ETF product technical knowledge and ability to translate difficult/complex investment concepts into practical, applicable content and messaging * Strong communication skills (written and verbal); demonstrated ability to craft product messaging that illustrates compelling, differentiated benefits * Exceptional interpersonal skills and ability to influence senior stakeholders in relation to marketing strategy and best practices. Demonstrated experience collaborating with senior stakeholders across investment, sales and product teams. * Strong commercial mindset, intellectual curiosity. * Deep understanding of institutional, wealth and intermediary client segments and their unique buy psychology and sales cycles. * Critical thinker with superior problem-solving abilities, with the ability to lead cross-functional teams and organize people and resources to effectively drive outcomes in response to the needs of the business * Demonstrated ability to multi-task, effectively managing and navigating multiple projects, stakeholders and competing objectives * Strong understanding of the US and International regulatory requirements/regulations * Driven, self-motivated, high-performing mindset * CIMA, CFA designations a plus Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $114,700 - 194,900 USD 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. 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. #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 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.
$114.7k-194.9k yearly 60d+ ago
Compliance Analyst - PWM Surveillance
Robert W. Baird & Co. Incorporated 4.7
Remote or Milwaukee, WI Job
As a Compliance Analyst you will work to ensure the accurate and effective surveillance of retail brokerage and investment advisory activity. The PWM Surveillance Compliance Analyst will assist in identifying, investigating, and resolving potential sales practice issues related to retail client activity. The position requires extensive interaction with associates throughout the firm's Private Wealth Management business, Compliance, and the firm's Corporate Resource Groups. In addition to knowledge of brokerage products, rules, and practices, comprehensive knowledge of Investment Advisory rules is a plus. As a PWM Surveillance Compliance Analyst, you will: * Effectively review and analyze exception reports, and other information sources, designed to identify issues related to retail brokerage and investment advisory transactions. Resolve issues as necessary. * Investigate and resolve questionable transactions, activity, and funds movements in client accounts. * Serve as a compliance resource for the branch system. * Participate with the Compliance Surveillance team in projects and discussions with associates across all Client Resource Groups. What makes this opportunity great: * A supportive environment that will enable you to grow as a professional. * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. * Support and flexibility to grow and be your best at work, at home, and in the community. What we look for: * Entry level opportunity with 0-2 years professional work experience; brokerage/investment advisory compliance, supervision or operations experience a plus. * Bachelor's degree or equivalent of education and work experience. * Strong verbal and written communication skills. * Demonstrated investigative/surveillance experience a plus. * Proficient with technology including Microsoft Office products (especially Excel). * Ability to work independently and manage multiple priorities simultaneously. * SIE, Series 7 and 24 registrations recommended within 2 years. #LI-RE1 Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
$55k-72k yearly est. 20d ago
Senior Compensation Analytics Consultant, HR Workforce Analytics
Northern Trust Company 4.6
Remote or Chicago, IL Job
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/Department: Senior Compensation Analytics Consultant/ HR Workforce Analytics At Northern Trust, data drives all of our decision-making and HR is no exception. The HR Workforce Analytics team pioneers Northern Trust's approach to talent strategy and organizational growth. As a member of the team, this position will play an important role in helping leverage vast troves of data to generate insights and inform decisioning-making for internal clients across the globe. As the Senior Compensation Analytics Consultant, you will play a pivotable role driving transformation and insights to evolve Northern Trust's Total Rewards strategy. This role provides recommendations and implementation of compensation analytics solutions for employees, cost modeling, performance and attainment analysis through a deep understanding of data visualization and applied data science to convey insightful analytics. You will work closely with Workforce Analytics, Total Rewards, Finance, and IT teams to drive growth through dashboards and insights that enable scalable data-driven decisions and best in class compensation reporting. The key responsibilities of the role include: • Design and implement compensation analytics and reports that align with the company's strategic goals and values. Support a high-performance culture by partnering strategically with our HR Leadership team. • Develop cost models, scenario analyses, and insights into our Incentive Plan design and Sales Performance by synthesizing information from various sources. Assist leadership in interpreting findings to make informed decisions and continuously enhance dashboard visualizations. • Serve as a data & business process SME demonstrating knowledge surrounding Human Capital Management systems, Compensation Management systems, upstream financial reporting and CRM systems, and downstream BI and reporting capabilities. • Develop and document data and business process flows. Identify efficiencies to support end-to-end automation, provide requirements and recommendations for configuration changes, and participate in User Acceptance Testing (UAT). • Build and maintain strong collaborative relationships with key business partners across HR, Finance, IT and Risk teams. Skills/Qualifications: • 8+ years of experience in Business Intelligence reporting, Finance, Business Analysis, Sales Ops, Sales Compensation or knowledge transferable function. • 5+ years of experience in Data Engineering, SQL Development, and Programming using a variety of databases (e.g. Snowflake) • Bachelor's degree or equivalent in Data Science, Computer Science, Statistics, Finance, Math (or a related field) is required for this role. • Strong analytical and problem-solving skills. • Ability to work with minimal oversight, using discretion, experience and data to make strategic recommendations to the business. • Works in a proactive and collaborative manner to drive efficiency - eliminating manual processes where possible. • Strong data visualization & communication skills and ability to effectively senior stakeholders. • Excellent organizational skills and attention to detail. Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $95,600 - 162,400 USD 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. 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. #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 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.
$95.6k-162.4k yearly 3d ago
Financial Content Writer, Asset Management Marketing
Northern Trust 4.6
Remote or Chicago, IL Job
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/Department: Financial Content Writer/Asset Management Marketing It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth - with marketing playing a critical role. The Financial Content Writer turns our wide investment expertise and deep knowledge of financial markets into compelling insights for the institutional, wealth and intermediary client segments. Reporting to the Head of Content Strategy and Communications, the writer will collaborate with our investment experts, client marketing managers and distribution teams to deliver content that supports our strategic marketing goals and provides actionable insights to the right audience for use in driving engagement and brand awareness within our marketing campaigns. As a content strategist and creator in the asset management industry, the writer will bring thought leadership insights to life, effectively adapting narratives from long-form through micro-content, including commentary, insight and research papers, e-books, flip-books, web articles, videos, infographics and more. As a strong strategist, the writer will be adept at innovating topic ideas and executions based on campaign goals and aligned to product and capability business strategy. With technical knowledge, and understanding of the nuances of these client segments, they can participate in discussions with investment and product leaders to flesh out topic outlines, while partnering with sales leaders to understand business and client needs and brining the creativity to innovate packaging and narrative development. The key responsibilities of the role include: * Craft thought leadership in various long and short forms, including articles, videos, infographics, market insights, insight papers, e-books and research papers * Partner with the head of content marketing on the development of content needed to drive lead generation and engagement tactics within marketing campaigns built to drive the firm's strategic goals * Execute timely, concise and actionable content on deadline and within budget. * Generate compelling ideas for content that align to marketing and business goals and highlight the value and differentiators of our investment solutions * Develop partnerships with our investment experts, product managers, sales leaders and compliance team to aid smooth execution * Ensure all content aligns with our brand voice and messaging guidelines, ensuring provocative, attention grabbing narratives that cut through and create memorable, lasting awareness. * Tailor content for our institutional, wealth and intermediary client segments, with a growing understanding of the sophistication level and nuances of each audience * Manage multiple projects simultaneously for timely, high-quality output * Communicate content plans and results to stakeholders * Provide insightful, data-informed recommendations to maximize impact of content across promotional channels * Keep abreast of developments in financial markets to ensure that content is relevant for our audiences Skills/Qualifications: * Bachelor's degree, preferably in finance, marketing, journalism or other writing-focused area of study * 5-7 years of experience in content marketing and investment thought leadership writing for an investment manager * Strong interpersonal skills and ability to help influence stakeholders in relation to content marketing strategy and best practices. Demonstrated experience collaborating with stakeholders across marketing, investments, sales and product teams. * A strong understanding of financial markets, investment products and data sets and economic concepts * Ability to translate concepts into visual infographics stories. * Deep experience with marketing equity, fixed income and alternative asset classes and across mutual funds, interval funds, ETFs and Custom SMAs * Ability to create commercially creative and compelling and concise content in various formats (samples will be requested) * Strong editorial judgment to ensure appropriate content and messaging for external audiences * Intellectual curiosity and strong commercial mindset with the skill to transform technical concepts into simple, clear, concise content that sells * Demonstrated ability to multi-task, effectively managing and navigating multiple projects, stakeholders and competing objectives * Strong problem-solving skills and collaborative work style * Ability to use data to increase usage/effectiveness of content and suggest strategy shifts * Understanding of the US and International regulatory requirements/regulations * Driven, self-motivated, high-performing mindset Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $95,600 - 162,400 USD 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. 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. #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 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.
$49k-66k yearly est. 29d ago
Associate Relationship Advisor, WM
Northern Trust 4.6
Remote or New York, NY Job
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. The Associate Relationship Advisor, WM is a transitional role from Account Manager, WM Advisory to Relationship Advisor and encompasses responsibilities for both. Under general supervision (but working independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead Fiduciary Specialist by collaborating with the service team and appropriate NT resources to ensure timely delivery of quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client. This partner supports other service team client relationships by coordinating account management. Major Duties: 1. Coordinates account management tasks by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements. 2. Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client's needs and goals. Exhibits developing knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. Once trained, exhibits knowledge of goals driven wealth management and holistic advice and ability to begin delivering to clients and prospects. 3. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions. 4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills. 5. Exhibits developing knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution. 6. Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. 7. Seeks continued development of fiduciary and advisory skills through training and experience. Qualifications: * College or university degree &/or relevant proven work experience with client relationships and wealth planning issues preferred * 3-5+ years in fiduciary servicing and personal trust related fields. * Knowledge of trust operations and accounting systems usually acquired through related experience. * General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions. Understands key business drivers; uses this understanding to accomplish own work. * Developing knowledge of fiduciary standards and financial products and services, tax, and applicable laws and regulations usually acquired through formal education, training, seminars, law school or related experience is required to service clients and administer accounts. * Analytical, negotiating, problem solving and sales skills are necessary to effectively service the client relationship. * Ability to explain complex information to others in straightforward manner. Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working 3 days in the office and 2 days working from home. 390 Park Ave, New York, NY 10022 #LI-LG1 Salary Range: $95,565 - 162,495 USD 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. 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. #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 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.
$95.6k-162.5k yearly 50d ago
Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Minneapolis, MN Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMTERIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE The Overlay Solutions Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team, including LDI (liability driven investing) programs. PRIMARY RESPONSIBILITES * Responsibility for monitoring and maintenance of overlay and LDI client data in Parametric's investment system including external portfolio and pension liability data. * Assume role as primary portfolio management contact for a subset of client relationships to include leading client calls and performance reviews. * Actively discuss implementation alternatives and tradeoffs based on client objectives and constraints. * Collaborate with LDI strategy and research teams to evaluate critical inputs for LDI portfolio management, including liability cash flows, discount curves, and liability hedging asset allocation. * Collaborate with LDI strategy and fixed income portfolio management teams to develop and support client deliverables including both standard and customized reporting and analysis. * Provide support to distribution and investment leadership in creating materials for prospective clients or consultants. * Provide proactive thought leadership and idea generation to include white papers and strategy illustrations. * Identify areas to improve efficiency and risk control throughout the implementation process, including working with the development team to create investment system enhancements. * Participate in onsite and external meetings (may require travel). JOB REQUIREMENTS * 7+ years relevant experience in asset management or pension risk management * Actuarial experience, certification, and/or direct involvement with pension risk management activities is preferred. * Other relevant experience includes plan sponsor staff, investment consultant, or portfolio management roles with direct experience in pension risk management. * Graduate degree and/or CFA is preferred. * Experience in areas related to LDI, including fixed income strategies, overlay programs, asset-liability studies, and actuarial analysis. * In-depth understanding of overlay and LDI instruments including Treasuries, corporate bonds, and derivatives. * Demonstrated ability to operate successfully with minimal oversight. * Strong communication, organizational, and time-management skills. * Exercise business judgement and demonstrates strategic thinking. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $110,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$110k-225k yearly 4d ago
Trust & Estate Settlement Associate
Baird 4.7
Remote or Louisville, KY Job
As an Estate Settlement Trust Associate you will: • Support the estate settlement team in administering a client's estate at their death. • Assist Associates Estate Settlement team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.). • Assist in the review of gift tax and estate tax returns for clients. • Coordinate the determination amounts of annual exclusion gifts currently being made, the amount of unified credit, and GST exemptions already used for clients. • Coordinate reviews and make recommendations on the scope of services to be performed in collaboration with firm associates. • Ensure the financial policies, procedures, and internal controls comply with SEC reporting requirements, including Sarbanes-Oxley, to include best practices. • Research, gather, and compile data and information and prepare reports and summaries from a variety of sources. • Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments. • Schedule and coordinate meetings, events and/or travel arrangements. • Establish, update, and maintain files, inventories, records and data management systems. • Provide flexible, friendly and proactive service to clients and other professionals. What makes this opportunity great: • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. • Compelling careers working side by side with the best in the business. • Support & flexibility to grow and be your best at work, at home, and in the community. What we look for: • High School Diploma or equivalent. • 2-3 years experience as a trust associate, paralegal, or administrative assistant in securities-related industry, law firm or accounting firm. • Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures. • Experience in project management for both long- and short-term projects. #DI #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$81k-113k yearly est. 58d ago
Executive Director Custom SMA Product Marketing
Northern Trust 4.6
Remote or Chicago, IL Job
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/Department: Executive Director Custom SMA Product Marketing/Asset Management Marketing It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth - with marketing playing a critical role. The Executive Director, Custom SMA Product Marketing is a critical leadership position within our Product Marketing team, responsible for building and executing the marketing strategy in pursuit of growth of our Custom SMA business, with specific focus on our Tax-Advantaged solutions, working in partnership with our Custom SMAs leaders. In this capacity, they will define competitive positioning and value proposition of our Tax Advantage and Tax Managed custom SMAs and Direct Indexing (DI) platform, lead the development, management and execution of marketing content in support of our marketing efforts and lead product launch campaigns as we grow our offerings. This includes building and "feeding" always-on and point-in-time campaigns to drive product adoption and loyalty within key investor segments, and assisting with product marketing operations as needed. Overtime, this leader will manage direct reports in support of these efforts. The role will serve as a "go to" subject matter expert for custom SMA offerings within the marketing team and will partner across marketing and the rest of the organization in the execution of our strategy. The role will require strong leadership and collaboration within the broader organization - Marketing Centers of Excellence, Investments, CPMs, Product, Distribution, Compliance, Operations, etc. - to successfully meet marketing and organizational goals. In addition, the position will partner with adjacency Northern Trust business units to advance collaboration and growth. The key responsibilities of the role include: * Establish clear product marketing strategies for the custom SMA platform aligned with business goals and within budget. * Define product positioning and distill technical concepts into simple, compelling messages customized by client segment (institutional, intermediary, retail). Technical and promotional writing expertise required. * Lead new product launches, including, development of value proposition and strategic competitive positioning for go-to market activities and materials designed to build awareness and product adoption within sales enablement tools and website presence. * Serve as SME for all marketing-related activities (advertising, campaigns, thought leadership, etc.). * Develop, direct and manage, as needed, product content across marketing assets (e.g., videos, articles, website, social, presentations, etc.) and assist with value-add and thought leadership content. * Leverage intelligence from competitive research (peers, new entrants, category incumbents), industry partners (Cerulli, Fuse, etc.), internal SMEs, and data-driven tools (Morningstar/eVestments) to identify differentiated and viable long-term competitive advantages and positioning. * Participate in salesforce training in relation to use of marketing deliverables. * Ensure marketing materials meet all required regulatory obligations across all marketing constructs, distribution channels and regions. * Assist Marketing Services team with maintaining, updating, distributing and enhancing product-related updates as needed (e.g., recurring performance communications and product actions across digital and print). Skills/Qualifications: * 15+ years of asset management marketing experience, specifically with custom SMA and/or DI platforms and B2B concentration required. * Strong communication skills (written and verbal); demonstrated ability to craft product messaging that illustrates compelling, differentiated benefits. * Strong product technical knowledge and ability to translate difficult/complex investment concepts into practical, applicable content and messaging. * Exceptional interpersonal skills and ability to influence senior stakeholders in relation to marketing strategy and best practices. Demonstrated experience collaborating with senior stakeholders across investment, sales and product teams. * Strong commercial mindset, intellectual curiosity. * Deep understanding of institutional, wealth and intermediary client segments and their unique nuances, buy psychology and sales cycles. * Critical thinker with superior problem-solving abilities, the ability to lead cross-functional teams and organize people and resources to effectively drive outcomes in respond to the needs of the business. * Demonstrated ability to multi-task, effectively managing and navigating multiple projects, stakeholders and competing objectives. * Strong understanding of the US and International regulatory requirements/regulations. * Driven, self-motivated, high-performing, commercial mindset. Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $114,700 - 194,900 USD 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. 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. #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 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.
$114.7k-194.9k yearly 29d ago
Operations Senior Associate - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department ensures all onboarding and lifecycle processes of our client's accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible. ABOUT THE ROLE This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations. This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis. PRIMARY RESPONSIBILITIES * Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations. * Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements. * Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts. * Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines. * Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business. * Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations. * Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure. * Review and update team policies and procedures. JOB REQUIREMENTS Primary Skills * Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred * 5+ years' experience in financial services * Well organized, self-starter with the ability to analyze information and take a risk mindset * Exceptional written and verbal communication skills * Document management experience * Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 5d ago
Associate Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Boston, MA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES * Construct optimized equity index portfolios for separate accounts * Rebalance and transition portfolios to maximize tax-efficiency * Construct custom benchmark data * Monitor index changes and corporate actions * Generate after-tax return data for both portfolios and benchmarks * Performance attribution * Respond to client requests for analysis * Interact across teams including Technology, Research, Marketing, Client Service, Operations * Participate in process improvement and technology development efforts. JOB REQUIREMENTS * Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus * 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered. * Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred * Strong mathematical and analytical skills * Familiarity with academic financial theory and applications * Working knowledge of equity risk models and portfolio optimization preferred * Analytical writing ability WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 8d ago
Operations Senior Associate - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. The Contracts Management Team is responsible for contract generation and amendments, template maintenance, and documentation tracking and management. ABOUT THE ROLE This role will be part of Parametric's Contracts Management Team, with a focus on the retail Separately Managed Account (SMA) business, including investment management and subadvisory agreements. This role is primarily responsible for creating standard contracts from templates with minimal customization, following contracting policies and procedures and maintaining contract repositories. This role will utilize knowledge of technology and Parametric's contract management (CLM) tool to work with teams to develop additional contract management workflows and improve optimization. This role will engage with the internal legal team and a variety of business partners across Parametric. PRIMARY RESPONSIBILITIES * Assume primary day to day responsibility for client contracts, including drafting and reviewing standard investment management agreements with non-standard guidelines and/or fees, amendments, and other documents for the SMA business * Partner with legal, product and other internal teams to manage contracts, facilitate negotiations, resolve questions and obtain appropriate signatures * Track and manage the end-to-end process from kickoff to full execution and digital storage of all client agreements and related documents * Ensure all contract data and information is appropriately entered into CLM tool * Develop, maintain and document team data analysis * Maintain and update team procedures * Support metadata extraction from CLM tool, including mass upload/download * Manage projects, including trackers, meetings, and email communications to various stakeholders JOB REQUIREMENTS * Bachelor's degree * 5+ years' experience in contract management, with prior experience in financial services preferred * Proficiency with MS Office, with demonstrated success and ability to leverage complex-to-advanced tools such as pivot tables, macros and scripts * Excellent ability to work well in a fast-paced, dynamic environment, which may involve handling many tasks simultaneously, while maintaining accuracy * Highly motivated and hardworking, with a passion for excellence * Strong organizational, writing and editing skills * Ability to aptly summarize key contractual concerns to, and on behalf of, business units * Strong communicator and team player, with ability to collaborate with colleagues across the firm * Prior experience and familiarity with Agiloft CLM tool preferred Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$70k-150k yearly 5d ago
Director Custom SMA Product Marketing
Northern Trust Investments 4.6
Remote or New York, NY Job
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/Department: Director, Custom SMA Product Marketing/Asset Management Marketing It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth - with marketing playing a critical role. The Director, Custom SMA Product Marketing is a critical leadership position within our Product Marketing team, responsible for building and executing the marketing strategy in pursuit of growth of our Custom SMA business, with specific focus on our Tax-Advantaged solutions, working in partnership with our Custom SMAs leaders. In this capacity, they will define competitive positioning and value proposition of our Tax Advantage and Tax Managed custom SMAs and Direct Indexing (DI) platform, lead the development, management and execution of marketing content in support of our marketing efforts and lead product launch campaigns as we grow our offerings. This includes building and “feeding” always-on and point-in-time campaigns to drive product adoption and loyalty within key investor segments and assisting with product marketing operations as needed. Overtime, this leader will manage direct reports in support of these efforts. The role will serve as a “go to” subject matter expert for custom SMA offerings within the marketing team and will partner across marketing and the rest of the organization in the execution of our strategy. The role will require strong leadership and collaboration within the broader organization - Marketing Centers of Excellence, Investments, CPMs, Product, Distribution, Compliance, Operations, etc. - to successfully meet marketing and organizational goals. In addition, the position will partner with adjacency Northern Trust business units to advance collaboration and growth. The key responsibilities of the role include: Establish clear product marketing strategies for the custom SMA platform aligned with business goals and within budget. Define product positioning and distill technical concepts into simple, compelling messages customized by client segment (institutional, intermediary, retail). Technical and promotional writing expertise required. Lead new product launches, including, development of value proposition and strategic competitive positioning for go-to market activities and materials designed to build awareness and product adoption within sales enablement tools and website presence. Serve as SME for all marketing-related activities (advertising, campaigns, thought leadership, etc.). Develop, direct and manage, as needed, product content across marketing assets (e.g., videos, articles, website, social, presentations, etc.) and assist with value-add and thought leadership content. Leverage intelligence from competitive research (peers, new entrants, category incumbents), industry partners (Cerulli, Fuse, etc.), internal SMEs, and data-driven tools (Morningstar/eVestments) to identify differentiated and viable long-term competitive advantages and positioning. Participate in salesforce training in relation to use of marketing deliverables. Ensure marketing materials meet all required regulatory obligations across all marketing constructs, distribution channels and regions. Assist Marketing Services team with maintaining, updating, distributing and enhancing product-related updates as needed (e.g., recurring performance communications and product actions across digital and print). Skills/Qualifications: 15+ years of asset management marketing experience, specifically with custom SMA and/or DI platforms and B2B concentration required. Strong communication skills (written and verbal); demonstrated ability to craft product messaging that illustrates compelling, differentiated benefits. Strong product technical knowledge and ability to translate difficult/complex investment concepts into practical, applicable content and messaging. Exceptional interpersonal skills and ability to influence senior stakeholders in relation to marketing strategy and best practices. Demonstrated experience collaborating with senior stakeholders across investment, sales and product teams. Strong commercial mindset, intellectual curiosity. Deep understanding of institutional, wealth and intermediary client segments and their unique nuances, buy psychology and sales cycles. Critical thinker with superior problem-solving abilities, the ability to lead cross-functional teams and organize people and resources to effectively drive outcomes in respond to the needs of the business. Demonstrated ability to multi-task, effectively managing and navigating multiple projects, stakeholders and competing objectives. Strong understanding of the US and International regulatory requirements/regulations. Driven, self-motivated, high-performing, commercial mindset. Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $131,905 - 224,135 USD 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. 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. #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 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.
$131.9k-224.1k yearly 26d ago

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Updated June 9, 2025

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