Northern Trust

3 months ago

Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Senior-level investment professional responsible for managing high-net-worth portfolios and personal trusts in a wealth management setting. Leads client strategy, generates new business with sales/relationship teams, and guides investment programs while adhering to investment guidelines and risk controls. Collaborates with cross-functional teams and contributes to thought leadership and national initiatives.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for a reduced set of major fee revenue producing accounts, representing large and sophisticated high-net-worth portfolios.
•Contribute to market growth by generating new business, working with sales and relationship management to meet sales targets.
•Develop and direct execution of programs to achieve investment objectives for individual clients.
•Analyze and revise overall investment strategy in response to client needs, coordinating with the client service team to identify opportunities.
•Lead and participate in committees and projects, communicating client requirements and driving portfolio activity.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionAnnual BonusEquity

Key Requirements

•10-15 years of investment experience in portfolios or related areas
•Knowledge of investment theory, portfolio management, and financial principles
•Decision making, sales and negotiating skills to contribute to revenue growth
•Ability to lead functional teams or projects and mentor others
•Strong communication and collaborative skills with clients and internal teams

Experience:10-15 yearsWealth managementInvestment managementFinancial services

Skills:CommunicationLeadershipNegotiationTeam leadershipProblem-solving

Languages:English

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

Loading job details...

Preparing the role view and application actions.

Northern Trust

3 months ago

Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for a reduced set of major fee revenue producing accounts, representing large and sophisticated high-net-worth portfolios.
•Contribute to market growth by generating new business, working with sales and relationship management to meet sales targets.
•Develop and direct execution of programs to achieve investment objectives for individual clients.
•Analyze and revise overall investment strategy in response to client needs, coordinating with the client service team to identify opportunities.
•Lead and participate in committees and projects, communicating client requirements and driving portfolio activity.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionAnnual BonusEquity

Key Requirements

•10-15 years of investment experience in portfolios or related areas
•Knowledge of investment theory, portfolio management, and financial principles
•Decision making, sales and negotiating skills to contribute to revenue growth
•Ability to lead functional teams or projects and mentor others
•Strong communication and collaborative skills with clients and internal teams

Experience:10-15 yearsWealth managementInvestment managementFinancial services

Skills:CommunicationLeadershipNegotiationTeam leadershipProblem-solving

Languages:English

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