Senior Portfolio Advisor II: High‑Net‑Worth Investment Leader

001 The Northern Trust Company; Atlanta (GA); In loco; USD 180.000 - 250.000; Tempo pieno

Descrizione del lavoro

Northern Trust is seeking a Senior Portfolio Advisor II to manage complex, high net worth client portfolios and lead investment advisory within the market. The role blends portfolio management, client engagement, and strategic investment leadership to align with risk controls and objectives.

Strong emphasis on growth through new business development, collaboration with sales teams, and delivering proactive, clear investment guidance to clients and co-trustees.

Competenze

• Minimum 15 years of investment experience, including research, with demonstrated long-term performance.
• Experience leading projects or functional teams with moderate resources and risk.
• Ability to communicate complex investment concepts clearly to clients and partners.

Mansioni

• Oversee investment activities for major high net worth portfolios and provide senior client advisory.
• Develop bespoke investment objectives using a goals-based approach.
• Collaborate with the client service team to identify opportunities and execute plans.
• Maintain strong client relationships with co-trustees, consultants, and internal/external partners.
• Contribute to thought leadership through research, publications, and forums.

Conoscenze

Investment Mgmt

Client Advisory

Relationship Mgmt

Leadership

Risk Management

Thought Leadership

Descrizione del lavoro

Northern Trust is seeking a Senior Portfolio Advisor II to manage complex, high net worth client portfolios and lead investment advisory within the market. The role blends portfolio management, client engagement, and strategic investment leadership to align with risk controls and objectives.

Strong emphasis on growth through new business development, collaboration with sales teams, and delivering proactive, clear investment guidance to clients and co-trustees.