Senior Portfolio Advisor - UHNW Wealth Management

Northern Trust; Lake Forest (CA); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management to manage major fee-based investment accounts for high net worth clients. You will work with the client service team to deliver sophisticated investment solutions and maintain strong client relationships.

The role emphasizes mastery of investment strategies, coordination with sales and relationship management, and ongoing growth through new business opportunities and industry leadership.

Qualifications

• 12+ years of investment management experience.
• Strong decision making, sales and negotiation skills.
• Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
• Technical expertise with a broad range of investment solutions.
• MBA and/or CFA, CFP, CIMA, CPWA or CAIA preferred.
• Ability to lead teams or projects with moderate scope.

Responsibilities

• Manages investment activities for major fee revenue producing accounts within the local market.
• Partner with sales and relationship management to win new business and referrals.
• Develops and directs investment programs to meet client objectives.
• Analyze investment strategy and adapt to changing goals.
• Maintain communication with clients, co-trustees, and attorneys to align portfolios.
• Engage in thought leadership publications and client-facing events.

Skills

Investment management

Sales skills

Negotiation

UHNW clients experience

Technical investment knowledge

Education

MBA / CFA / CFP / CIMA / CPWA / CAIA

Job description

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management to manage major fee-based investment accounts for high net worth clients. You will work with the client service team to deliver sophisticated investment solutions and maintain strong client relationships.

The role emphasizes mastery of investment strategies, coordination with sales and relationship management, and ongoing growth through new business opportunities and industry leadership.