Senior Regional Portfolio Advisor – Wealth & Trust

Northern Trust Corp.; Los Angeles (CA); On-site; USD 189,000 - 331,000; Full time

Benefits offered by this job

401k and pension

Health, dental, vision

Disability benefits

Job summary

Northern Trust is seeking a senior investment professional in the Los Angeles area to advise and coordinate investment activities for complex high-net-worth clients. The role emphasizes managing sophisticated portfolios and aligning trust requirements with client objectives.

Applicants should have an advanced degree and professional credentials (CFA/CAIA preferred), with extensive experience in investment strategy, risk management, and client relationship management.

Qualifications

• Extensive knowledge of investment theory and portfolio management.
• Familiarity with investment laws and taxation.
• Strong analytical and sales abilities to relate client assets to products.
• Excellent communication and interpersonal skills.

Responsibilities

• Advise and coordinate investment activities for high-net-worth clients.
• Manage accounts with complex needs and special handling.
• Develop and direct execution of programs to meet investment objectives.
• Ensure alignment of trust/agency strategy with client requirements and documents.
• Represent Northern Trust in advisor and client forums.

Skills

Investment knowledge

Portfolio management

Analytical skills

Sales skills

Communication

Education

Advanced degree

CFA

CAIA

Job description

Northern Trust is seeking a senior investment professional in the Los Angeles area to advise and coordinate investment activities for complex high-net-worth clients. The role emphasizes managing sophisticated portfolios and aligning trust requirements with client objectives.

Applicants should have an advanced degree and professional credentials (CFA/CAIA preferred), with extensive experience in investment strategy, risk management, and client relationship management.