- Provide in depth analysis to high net worth and emerging net worth clients and prospects over a range of topics including: tax and estate planning, investment management, insurance and risk management- Through comprehensive profiling, create financial plans to help clients and prospects solve complex problems- Through client and prospect meetings, explain and present solutions to solve their complex changing needs- Coordinate and develop partnerships across internal and external work relationships for an exceptional client experience-Work with managing partners to develop new business and deepen existing relationships-Participate and engage in ad hoc projects throughout different sub committees-Continued career development through personal, educational, and volunteer programs

- Manage the investment and asset management needs of Northern Trust wealth management clients- Strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients and prospects- Through investment reviews, confirm and update appropriate investment objectives and discuss appropriate future investment recommendations- As part of the relationship team, aid in the development of additional new business, deepen existing relationships, and explore future opportunities- Engage with clients and prospects on the current global economic and geo political environments and those effects on their portfolio construction and results

-Manage a small set of revenue producing accounts, develop and design investment programs based on client objectives and goals- Strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients and prospects-Through team collaboration, strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients-As part of the relationship team, develop additional business, deliver engaging presentations, and lead service team coordination-Evaluate investment, economic, and political issues to communicate effectively with clients and internal partners-Employ fundamental analysis to evaluate, determine, and articulate appropriateness of investment strategies and products to clients

-Support Portfolio Managers daily workflow including: tracking trade activity, preparing performance results, and delivering high level proactive service-Create and deliver dynamic presentations for internal partners and clients-Employ fundamental analysis to evaluate, determine, and articulate appropriateness of investment strategies and products to clients-Obtain knowledge and understanding of all functions surrounding Trust Banking