Senior Portfolio Advisor, UHNW Wealth Management

Northern Trust; Lake Forest (IL); Vor Ort; USD 115.000 - 195.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Discretionary bonus program

Zusammenfassung

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management to manage large, fee-producing investment accounts and UHNW relationships. The role requires high technical expertise, collaboration with sales and client service, and leadership in investment strategies and solutions.

The position emphasizes adherence to investment guidelines, ongoing growth in client service, and contribution to market share through targeted business development and thought leadership within a

Qualifikationen

• 12+ years of investment management experience or related research.
• Strong sales capability to win new business and grow share.
• Experience with UHNW clients and broad investment solutions.
• MBA and/or CFA, CFP, CIMA, CPWA and CAIA preferred.
• Ability to lead teams or projects with moderate scope.
• Deep knowledge of investment theory, markets and instruments.
• Ability to interpret business challenges and advise on best practices.

Aufgaben

• Manage major fee revenue accounts with large, complex portfolios.
• Contribute to market growth by generating new business with teams.
• Develop and direct programs to achieve client investment objectives.
• Plan investment strategies aligned with client goals and needs.
• Maintain strong presence with clients, co-trustees and attorneys.
• Demonstrate mastery of new investment strategies and tools.
• Engage in thought leadership publications and events.
• Provide feedback to leadership on national initiatives and risk controls.
• Serve on investment committees and lead special projects.

Kenntnisse

Investment management

Sales & negotiation

UHNW client experience

Technical investment knowledge

Leadership

Ausbildung

MBA/CFA/ CFP / CAIA

Jobbeschreibung

Northern Trust is seeking a Senior Portfolio Advisor in Wealth Management to manage large, fee-producing investment accounts and UHNW relationships. The role requires high technical expertise, collaboration with sales and client service, and leadership in investment strategies and solutions.

The position emphasizes adherence to investment guidelines, ongoing growth in client service, and contribution to market share through targeted business development and thought leadership within a