Northern Trust

2 months ago

Senior Portfolio Advisor II, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Senior-level wealth management role directing investment activities for large, fee-producing accounts and UHNW clients. Leads market growth through new business, collaborates with sales/relationship teams, and applies advanced investment strategies and methodologies within the broader client service group.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

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 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceLife InsurancePaid LeaveParental LeaveAnnual BonusEquity

Key Requirements

•12+ years of investment management experience, including research, with a track record of long-term performance meeting objectives
•MBA and/or CFA, CFP, CIMA, CPWA and CAIA are highly preferred
•Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
•Demonstrated sales, negotiation, and business development skills to grow market share and win new business
•Strong knowledge of investment theory, portfolio management, and a broad range of investment solutions

Experience:12+ yearsWealth managementInvestment managementUHNW

Skills:Decision makingNegotiationRelationship managementCommunicationProblem-solving

Certifications:CFACFPCIMACPWACAIA

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

2 months ago

Senior Portfolio Advisor II, WM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

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 164,600 - 288,000 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsuranceLife InsurancePaid LeaveParental LeaveAnnual BonusEquity

Key Requirements

•12+ years of investment management experience, including research, with a track record of long-term performance meeting objectives
•MBA and/or CFA, CFP, CIMA, CPWA and CAIA are highly preferred
•Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
•Demonstrated sales, negotiation, and business development skills to grow market share and win new business
•Strong knowledge of investment theory, portfolio management, and a broad range of investment solutions

Experience:12+ yearsWealth managementInvestment managementUHNW

Skills:Decision makingNegotiationRelationship managementCommunicationProblem-solving

Certifications:CFACFPCIMACPWACAIA

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