Northern Trust

1 month ago

Senior Portfolio Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Manage a portfolio of fee-producing wealth management investment accounts for high-net-worth clients, collaborating with sales and relationship teams to win new business, develop tailored investment programs, and execute strategies. Maintain strong client and advisor relationships, adhere to investment guidelines, and contribute to market growth through leadership and cross-functional collaboration.

Location: Cleveland

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
•Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.
•Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
•Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
•Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.

Pay and Benefits

Salary: USD 156,370 - 273,600 annually

Perks:Health InsuranceDentalVision401kPensionDisabilityLife Insurance

Key Requirements

•12+ years of investment management experience, including research, with a track record of long-term investment performance
•Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
•Technical expertise with a broad range of investment solutions
•MBA and/or CFA, CFP, CIMA, CPWA and CAIA preferred
•May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

Experience:12+ yearsWealth managementFinance

Skills:CommunicationNegotiationRelationship managementSalesLeadership

Certifications:CFACFPMBACIMACPWACAIA

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

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Senior Portfolio Advisor, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Cleveland

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
•Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.
•Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
•Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
•Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.

Pay and Benefits

Salary: USD 156,370 - 273,600 annually

Perks:Health InsuranceDentalVision401kPensionDisabilityLife Insurance

Key Requirements

•12+ years of investment management experience, including research, with a track record of long-term investment performance
•Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
•Technical expertise with a broad range of investment solutions
•MBA and/or CFA, CFP, CIMA, CPWA and CAIA preferred
•May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

Experience:12+ yearsWealth managementFinance

Skills:CommunicationNegotiationRelationship managementSalesLeadership

Certifications:CFACFPMBACIMACPWACAIA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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