Consultant product specialist - investments

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.

Position Summary:

The Senior Consultant, Product Specialist – Investments serves as a key liaison between Northern Trust’s Portfolio Advisory Group (PAG) and its wealth management & financial intermediary clients. This role is responsible for delivering consultative portfolio analysis, supporting sales and distribution teams, and enhancing the client experience through data-driven insights, portfolio and competitive analytics and investment guidance.

Key Responsibilities:

Serve as a subject matter expert on Northern Trust’s investment products, including passive, factor-based and active strategies, as well as alternative investments.

Provide consultative support to wealth management, financial intermediary clients and internal partners by delivering customized portfolio analytics, scenario analyses, risk assessments and other client requests.

Develop and present client-ready deliverables that illustrate portfolio health, alignment with investor goals, and implementation strategies.

Support the development and dissemination of marketing and educational materials, including roadshow presentations, handouts, and client surveys.

Maintain up-to-date knowledge of market trends, investment vehicles, and regulatory developments to inform client recommendations and internal training.

Coordinate with compliance and marketing teams to ensure accuracy and timeliness of materials distributed.

Contribute to the continuous improvement of internal processes and documentation.

Participate in firm-wide compliance and risk management initiatives such as the RCSA (Risk and Control Self-Assessment) process, ensuring compliance with internal controls and regulatory standards.

Qualifications:

Bachelor’s degree in Business Administration, Finance, or related field; advanced degree or professional designation preferred.

Minimum 5 years of experience in investment consulting, product management, or portfolio advisory roles.

Strong analytical skills with experience in portfolio construction, risk analysis, and investment performance evaluation.

Excellent communication and presentation skills, with the ability to translate complex investment concepts into client-friendly insights.

Proficiency in tools such as Power BI, Seismic, and Microsoft Office Suite as well as Bloomberg, Morningstar and FactSet; familiarity with Red Oak and other compliance platforms is a plus.

FINRA Series 7 and 63 licenses required.

Demonstrated ability to work cross-functionally with sales, compliance, marketing, and investment teams.

Proven track record of enhancing client engagement through strategic insights and tailored investment solutions.

Experience preferred to support both internal wealth management and third-party broker/dealer channels.

Salary Range:

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

Working with Us:

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

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

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

[email protected]

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.