Senior Portfolio Advisor | Wealth Management

Northern Trust Corp; Washington (District of Columbia); Presencial; USD 115 000 - 195 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Retirement benefits (401k and pension)

Health and welfare benefits

Discretionary bonus program

Resumo da oferta

Northern Trust Corp in Washington, DC seeks an experienced Investment professional to manage a growing set of fee revenue accounts, including personal trusts and client portfolios. You will collaborate with Investment Advisors to shape strategies and coordinate with the client service team to meet objectives.

The role emphasizes leadership on small projects, adherence to investment guidelines, and development of capabilities with tools like CRA, Wealthbench, GPS, and WM Alternatives.

Qualificações

• 5+ years of investment experience in investment services.
• Ability to lead small projects with manageable risks.
• Strong understanding of investment strategies and instruments.
• Analytical and interpretive skills to assess client needs.

Responsabilidades

• Manage investment activities for a growing set of fee revenue accounts and portfolios.
• Collaborate with Investment Advisors to shape objectives and strategies.
• Coordinate with client service teams to meet client requirements.
• Develop relationships with trustees, consultants and outside counsel.
• Support and mentor Investment Associates; contribute to training.

Conhecimentos

Investment experience

Analytical skills

Client service

Leadership

Formação académica

Bachelor's degree in finance or related field

Ferramentas

CRA

Wealthbench

GPS

WM Alternatives

Descrição da oferta de emprego

Northern Trust Corp in Washington, DC seeks an experienced Investment professional to manage a growing set of fee revenue accounts, including personal trusts and client portfolios. You will collaborate with Investment Advisors to shape strategies and coordinate with the client service team to meet objectives.

The role emphasizes leadership on small projects, adherence to investment guidelines, and development of capabilities with tools like CRA, Wealthbench, GPS, and WM Alternatives.