Senior Wealth Portfolio Advisor for UHNW Clients

Northern Trust

Cleveland (OH)

On-site

USD 156,000 - 274,000

Full time

14 days+

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Job summary

Northern Trust seeks a Senior Portfolio Advisor, Wealth Management, to manage a set of fee-producing accounts for large and sensitive personal trusts and investors. You will leverage broad investment solutions and collaborate with sales and the client service team to grow business and deliver tailored investment strategies.

Applicants must have strong investment expertise, a track record with UHNW clients, and may hold MBA/CFA/CFP/CIMA/CPWA/CAIA credentials.

Qualifications

12+ years of investment management experience.
Decision making, sales, and negotiating skills required.
Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
Technical expertise with a broad range of investment solutions.
MBA and/or CFA, CFP, CIMA, CPWA, or CAIA preferred.
Leads functional teams or projects with moderate scope.
Strong knowledge of investment theory, accounting, and financial principles.

Responsibilities

Manage investment activities for large fee-revenue accounts with high complexity.
Contribute to market growth by generating new business and hits on targets.
Develop and direct execution of programs to achieve client investment objectives.
Analyze and plan investment strategy with the client service team.
Maintain an influential presence with clients, co-trustees, and legal partners.
Engage in thought leadership, publications, and practice symposiums.
Adhere to guidelines, participate in national initiatives, and support leadership.