Senior Portfolio Advisor, Wealth Management

Northern Trust
United States
Workplace: OnsiteFull timeUSD 114,500 - 194,700 annuallyFunction: Capital Markets, Trading & QuantExperience: 12+ yearsSkills: ["Decision making","Sales","Negotiating","Analyzing","Risk management"]

Manage high-net-worth investment accounts for complex personal trust relationships, typically representing the largest and most sensitive portfolios in the local market. Drive business growth by partnering with sales and relationship management to win new activity, capture wallet share, and hit sales targets. Build and revise client investment strategies, lead portfolio research and thought leadership, and maintain adherence to national investment guidelines and risk management practices while serving on investment committees.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Senior Portfolio Advisor, Wealth Management

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage high-net-worth investment accounts for complex personal trust relationships, typically representing the largest and most sensitive portfolios in the local market. Drive business growth by partnering with sales and relationship management to win new activity, capture wallet share, and hit sales targets. Build and revise client investment strategies, lead portfolio research and thought leadership, and maintain adherence to national investment guidelines and risk management practices while serving on investment committees.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Manage investment activities for a reduced set of major fee-producing accounts for high-net-worth personal trusts and individual portfolios.
  • •Generate new business individually and with sales/relationship management, including responsibility for hitting a specific sales target.
  • •Develop, recommend, and direct execution of programs to achieve clients’ investment objectives.
  • •Analyze and plan overall investment strategy with continuous revision based on changing goals and client needs, working with the broader client service team.
  • •Maintain client-facing presence and communicate requirements to coordinate portfolio activity, while adhering to investment guidelines and sound risk management practices.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife Insurance

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 with a broad range of investment solutions and knowledge of investment/portfolio management theory, accounting, and financial principles.
  • •Decision-making, sales, and negotiating skills to generate revenue and guide sensitive situations to agreement.
  • •Completion of an MBA and/or CFA, CFP, CIMA, CPWA, and/or CAIA is highly preferred (any one or more).
Experience:12+ years
Skills:Decision makingSalesNegotiatingAnalyzingRisk management

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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