Senior Portfolio Advisor, Wealth Mgmt – Equity

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

Benefits offered by this job

Discretionary bonus program

Comprehensive benefits

Job summary

Northern Trust Corp. is seeking a Senior Portfolio Advisor for Wealth Management to manage high-net-worth client portfolios and drive new business in the Lake Forest area.

You will apply advanced investment strategies, coordinate with the client service team, and lead discussions with co-trustees and advisors. The role requires deep market knowledge, CFA/MBA-level credentials, and a track record of delivering long-term performance for complex portfolios.

Qualifications

• 12+ years of investment management experience, including UHNW client work.
• Mastery of investment strategies and portfolio construction.
• MBA and/or CFA, CFP, CIMA, CPWA and CAIA are highly preferred.

Responsibilities

• Manage investment activities for major fee-revenue accounts within the market.
• Contribute to market growth by securing new business and referrals.
• Lead execution of investment programs to achieve client objectives.
• Collaborate with sales & relationship teams to win new business and enhance wallet share.
• Adhere to investment guidelines and risk management practices.

Skills

Investment management

UHNW client experience

Sales & negotiation

Leadership/team coordination

Education

MBA/CFA/CFP/CIMA/CPWA/CAIA

Tools

Portfolio research tools

Risk management

Job description

Northern Trust Corp. is seeking a Senior Portfolio Advisor for Wealth Management to manage high-net-worth client portfolios and drive new business in the Lake Forest area.

You will apply advanced investment strategies, coordinate with the client service team, and lead discussions with co-trustees and advisors. The role requires deep market knowledge, CFA/MBA-level credentials, and a track record of delivering long-term performance for complex portfolios.