NorthStar Asset Management seeks an exceptional Investment Advisor to join its diverse team of professionals.
Founded in 1990, NorthStar Asset Management specializes exclusively in socially responsible investing for high net-worth clients and non-profit organizations. NorthStar's mission is to provide integrative and effective portfolio management by connecting social concerns to security selection, asset allocation, and activism. NorthStar's investment management process begins with an analysis of the social, ecological, and political problems of our time and includes in-depth conversations with clients. These steps result in the construction of highly personalized portfolios that integrate financial goals while upholding a commitment to social change and environmental sustainability. Synthesizing a broad market outlook and the individual needs of the client, NorthStar combines direct investments in global equities, investment grade bonds, community loan funds, alternative "outside" investments, and cash to create vibrant and well- balanced portfolios.
NorthStar's activism includes engagement with portfolio companies to improve their behavior with regard to race and gender, wealth and income inequality, human rights, environmental justice, and corporate governance. The NorthStar approach, vision, and philosophy have evolved based on a core belief that we are here to make a difference.
For more information on NorthStar Asset Management, please visit here.
The ideal Investment Advisor will bring a client-driven approach, outstanding relationship development skills, and strong experience working with clients to synthesize their interests, values, and financial needs into carefully constructed investment portfolios. The successful Investment Advisor will also be adept at coordinating internal and external teamwork to address and advise clients on philanthropy, estate planning, taxes, and other matters that inevitably arise.
Strong Client Relationship Manager
Effective Leader and Team Member
Strong candidates will offer:
The ideal candidate will be located in the Greater Boston area.
Koya Leadership Partners, the executive search firm that specializes in mission-driven search, has been exclusively retained for this engagement. Maureen Alphonse-Charles is leading this search. To make recommendations or to express your interest in this role please email email@example.com . All nominations, inquiries, and discussions will be considered strictly confidential.
NorthStar Asset Management, Inc. is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, LGBTQ+, and other underrepresented applicants.
Koya Leadership Partners, a member of the Diversified Search Group, is a leading executive search and strategic advising firm dedicated to connecting exceptionally talented people with mission-driven clients. Our founding philosophy-The Right Person in the Right Place Can Change the World-guides our work as we partner with nonprofits & NGOs, institutions of higher education, responsible businesses, and social enterprises in local communities and around the world.
To make a nomination or refer a candidate, please include the name of the organization and title of the search in the subject line of your email.
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