Senior Portfolio Advisor, UHNW Wealth

001 The Northern Trust Company; Cleveland (OH); Presencial; USD 156.000 - 274.000; Jornada completa

Descripción de la vacante

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management for the Ohio market. The role manages large, complex investment accounts and partners with sales and relationship teams to win new business, deliver sophisticated investment solutions, and guide high-net-worth client relationships.

The successful candidate will have 12+ years in investment management, strong sales/negotiation skills, and advanced credentials.

Formación

• 12+ years of investment management experience.
• Sales and negotiation skills to contribute to revenue growth.
• Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
• Technical expertise with a broad range of investment solutions.
• Preferred: MBA and/or professional designations (MBA, CFA, CFP, CIMA, CPWA, CAIA).
• Ability to lead functional teams or projects with moderate scope.

Responsabilidades

• Manages investment activities for major fee-based accounts with large, complex portfolios.
• Contributes to market growth by generating new business in collaboration with sales and relationship teams.
• Develops and directs programs to achieve clients' investment objectives.
• Analyzes and revises investment strategies in collaboration with the client service team.
• Maintains strong relationships with clients, co-trustees, consultants, and external attorneys.
• Engages in thought leadership, publications, and practice symposiums.
• Adheres to investment guidelines and risk management practices.

Conocimientos

Investment management

Sales & negotiation

UHNW client experience

Investment solutions

MBA/CFA/CFP/CIMA/CPWA/CAIA

Team leadership

Portfolio research

Descripción del empleo

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management for the Ohio market. The role manages large, complex investment accounts and partners with sales and relationship teams to win new business, deliver sophisticated investment solutions, and guide high-net-worth client relationships.

The successful candidate will have 12+ years in investment management, strong sales/negotiation skills, and advanced credentials.