Senior Wealth Portfolio Advisor

001 The Northern Trust Company; Philadelphia (Philadelphia County); On-site; USD 170,000 - 230,000; Full time

Job summary

The Northern Trust Company is seeking a Senior Portfolio Advisor II in Philadelphia, PA to manage a set of fee-producing investment accounts, primarily large trusts and high-net-worth clients, requiring deep investment expertise and broad solution delivery in coordination with the client service team.

You will help grow the market by developing investment programs, collaborating with sales and relationship management, and adhering to risk guidelines while mentoring others.

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles, and various investment instruments.
• Strong decision making, sales, and negotiation skills to contribute to revenue and manage client scenarios.
• Requires deep expertise in the field and ability to interpret business challenges for best practices.

Responsibilities

• Manages investment activities for major fee-revenue accounts within local market.
• Contributes to market growth by generating new business with sales and relationship teams.
• Hits specific sales targets and develops programs to achieve client objectives.
• Analyzes investment strategies and revises plans as goals change in coordination with client services.

Skills

Investment experience

Sales targets

Relationship management

Portfolio management

Job description

The Northern Trust Company is seeking a Senior Portfolio Advisor II in Philadelphia, PA to manage a set of fee-producing investment accounts, primarily large trusts and high-net-worth clients, requiring deep investment expertise and broad solution delivery in coordination with the client service team.

You will help grow the market by developing investment programs, collaborating with sales and relationship management, and adhering to risk guidelines while mentoring others.