Senior Portfolio Advisor, Wealth Management

001 The Northern Trust Company; Phoenix (AZ); Sur place; USD 140 000 - 210 000; Plein temps

Résumé du poste

The Northern Trust Company is seeking an experienced investment professional to lead client portfolios and investment activities for high‑net‑worth accounts.

You will develop and implement investment programs, analyze strategies, and collaborate with the client service team to meet objectives, while upholding risk and governance standards.

This role requires deep knowledge of investment theory, portfolio management, and a track record of delivering long‑term performance for sophisticated clients.

Qualifications

• Minimum 8 to 12 years of investment experience, including research.
• Lead functional teams or projects with moderate resource requirements.
• Strong knowledge of investment theory and portfolio management.
• Decision making, sales, and negotiating skills.
• Able to interpret business challenges and recommend improvements.

Responsabilités

• Manage investment activities for major fee-revenue accounts, including high-net-worth portfolios.
• Develop, recommend, and direct programs to achieve client investment objectives.
• Analyze and revise investment strategy with the client service team as goals evolve.
• Coordinate with co-trustees, consultants, and legal to communicate client requirements.
• Lead initiatives and apply new investment tools and methodologies.

Connaissances

Investment management

Portfolio construction

Client service

Financial analysis

Risk management

Description du poste

The Northern Trust Company is seeking an experienced investment professional to lead client portfolios and investment activities for high‑net‑worth accounts.

You will develop and implement investment programs, analyze strategies, and collaborate with the client service team to meet objectives, while upholding risk and governance standards.

This role requires deep knowledge of investment theory, portfolio management, and a track record of delivering long‑term performance for sophisticated clients.