Senior Portfolio Advisor – Trusts & Wealth Management

001 The Northern Trust Company; Washington (District of Columbia); Sur place; USD 115 000 - 195 000; Plein temps

Résumé du poste

The Northern Trust Company in the United States seeks an Investment Manager to oversee a growing set of fee-based personal trusts and portfolios, aligning investment objectives with client goals.

You will collaborate with Investment Advisors, senior staff, and the client service team to implement strategies, monitor performance, and mentor junior staff while adhering to risk guidelines and industry best practices.

Qualifications

• Minimum 2–4 years of investment experience
• Knowledge of investment theory and portfolio management
• Ability to work with Investment Advisors and client service teams

Responsabilités

• Manage investment activities for major fee accounts
• Assist in developing investment objectives for clients
• Collaborate with Investment Advisors to align strategy with goals
• Provide guidance to Investment Associates and mentor teammates
• Follow risk management practices and adhere to guidelines

Connaissances

Investment theory

Analytical skills

Client service

Outils

CRA

Wealthbench

GPS

WM Alternatives

Description du poste

The Northern Trust Company in the United States seeks an Investment Manager to oversee a growing set of fee-based personal trusts and portfolios, aligning investment objectives with client goals.

You will collaborate with Investment Advisors, senior staff, and the client service team to implement strategies, monitor performance, and mentor junior staff while adhering to risk guidelines and industry best practices.