Senior Portfolio Advisor II, Wealth Management

Northern Trust
United States
Workplace: OnsiteFull timeUSD 156,370 - 273,600Function: Capital Markets, Trading & QuantExperience: 12+ yearsSkills: ["Decision-making","Sales","Negotiating","Risk management"]

Manage a reduced set of major, fee-producing high net worth investment accounts for complex client relationships, typically the largest and most sensitive in the local market. Build market growth by generating new business, collaborating with sales and relationship management, and meeting specific sales targets. Develop and direct programs to achieve client investment objectives, continuously analyze and refine investment strategy, and maintain an influential presence with clients and professional partners while adhering to risk and investment guidelines.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Senior Portfolio Advisor II, Wealth Management

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Last checked: 1 hour agoStatus: Live

Job Summary

Manage a reduced set of major, fee-producing high net worth investment accounts for complex client relationships, typically the largest and most sensitive in the local market. Build market growth by generating new business, collaborating with sales and relationship management, and meeting specific sales targets. Develop and direct programs to achieve client investment objectives, continuously analyze and refine investment strategy, and maintain an influential presence with clients and professional partners while adhering to risk and investment guidelines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Manage investment activities for major fee-producing accounts for high net worth personal trusts and individual portfolios.
  • •Generate new business individually and with sales/relationship management to hit a specific sales target and capture share of wallet.
  • •Develop, recommend, and direct programs to achieve individual client investment objectives.
  • •Analyze and continuously revise overall investment strategy based on changing goals, objectives, and client needs.
  • •Maintain an influential client-facing presence and coordinate portfolio activity with clients, co-trustees, consultants, legal areas, and outside attorneys.

Pay and Benefits

Salary: USD 156,370 - 273,600
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability

Key Requirements

  • •12+ years of investment management experience, potentially including research, with consistent long-term performance meeting objectives.
  • •Experience as a Senior Portfolio Advisor in wealth management for UHNW clients.
  • •Technical expertise across a broad range of investment solutions.
  • •Decision-making, sales, and negotiating skills to guide sensitive or difficult situations to agreement.
  • •Completion of MBA and/or CFA, CFP, CIMA, CPWA, or CAIA is highly preferred.
Experience:12+ years
Skills:Decision-makingSalesNegotiatingRisk management
Certifications:CFACFPCIMACPWACAIA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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
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