Northern Trust

1 month ago

Senior Portfolio Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Senior Portfolio Advisor responsible for managing a full set of fee-producing investment accounts for large, high-net-worth trusts and individual portfolios. You will develop investment programs, analyze strategy with the client service team, and lead cross-functional collaboration to meet client goals, while applying advanced investment methodologies and contributing to thought leadership within Wealth Management.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Manage investment activities for major fee revenue-producing accounts, including high-net-worth personal trusts and complex portfolios
•Develop, recommend, and direct execution of programs to achieve investment objectives for specific clients
•Analyze and revise overall investment strategy in collaboration with the client service team to align with client goals
•Maintain a strong, influential presence with clients, co-trustees, consultants, and external attorneys to ensure coordination of portfolio activity
•Demonstrate mastery of new investment strategies and tools, and participate in seminars, publications, and national practice initiatives

Key Requirements

•Minimum of 8–12 years of investment experience with a track record of long-term investment performance

Experience:8-12 yearsFinanceWealth managementInvestment

Skills:CommunicationLeadershipProblem-solving

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Senior Portfolio Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Manage investment activities for major fee revenue-producing accounts, including high-net-worth personal trusts and complex portfolios
•Develop, recommend, and direct execution of programs to achieve investment objectives for specific clients
•Analyze and revise overall investment strategy in collaboration with the client service team to align with client goals
•Maintain a strong, influential presence with clients, co-trustees, consultants, and external attorneys to ensure coordination of portfolio activity
•Demonstrate mastery of new investment strategies and tools, and participate in seminars, publications, and national practice initiatives

Key Requirements

•Minimum of 8–12 years of investment experience with a track record of long-term investment performance

Experience:8-12 yearsFinanceWealth managementInvestment

Skills:CommunicationLeadershipProblem-solving

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn