Northern Trust · 18 hours ago
Practice Executive Investments, Global Family Office
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$250K/yr - $415K/yr
10+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services to individuals, families, and institutions. The Practice Executive Investments role focuses on delivering comprehensive investment solutions to ultra-high net worth clients and requires strategic development of investment options, leadership, and collaboration across teams.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Provide comprehensive investment solutions and services to clients and prospects of single-family offices, private investment offices, and ultra-high net worth individuals and their respective families
Strategically develop and deliver solutions that provide a holistic set of investment options to existing and prospective clients
Utilize available tools and resources to gain deep knowledge of entire investment universe. Identify, track, and share observed investment trends within the family office space with the intention of better positioning our investment practice to meet the evolving needs of our clients
Maintain a current awareness of new investment strategies and instruments through regular engagement with the product and portfolio research area, contact with other industry professionals, and personal research
Bring our holistic advisory capabilities, beyond investments, to clients and prospects by partnering with all available advisory resources
Serve on standing investment services committees and on ad hoc unit committees as appropriate
Ensure that Business objectives are being met and that are coordinated with Business Unit’s and Corporate Strategic plan
Maintain extensive contact with regional leadership, relationship managers, and sales to ensure coordination across the respective teams
Collaborate with regional and sales leadership to identify the opportunities presented by the Firm to Family offering, and collectively work to capture outside assets of identified targets
Provide leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork and communication
Maintain overall accountability for team performance management and career development programs
Qualification
Required
10-15 years of investment experience, including research, in which consistent long-term investment performance has met account objectives
Success developing and executing long-term functional strategy to achieve key business objectives
Leadership role in major part of the organization (significant operational segment within Northern Trust, an organization function or a region/country within a function)
Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience
Holistic wealth planning and strategic management
Knowledge of investment terminology, characteristics of the various marketplaces, the laws and regulations governing trust investments and taxation, the bank's investment policies, procedures, and strategies, acquired through work experience and formal education, is required to manage portfolios or investment research
Sales and negotiating skills are required to guide sensitive or difficult situations
Leadership and organizational skills are required to determine the unit goals, resources needed, and to assess and develop the skills of the staff
Excellent oral and written communication skills are required
Shapes the opinions of, and negotiates with, other senior leaders; establishes collaborative relationships across the business and with external organizations
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase