Wealth Portfolio Strategist for UHNW Clients

001 The Northern Trust Company; Lake Forest (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Portfolio Advisor in Wealth Management to manage investments for high net worth clients and contribute to a client-centric advisory team. The role emphasizes developing strategies, coordinating with service teams, and adhering to guidelines to drive wealth growth.

Ideal candidates bring 8+ years in wealth management, deep investment knowledge, and a CFA is preferred, with strong decision-making and client-facing skills to manage sophisticated portfolios.

Qualifications

• Minimum 8 years of investment experience working with wealth-management clients (HNW/UHNW).
• Knowledge of investment/portfolio management theory, accounting, and financial principles.
• Familiarity with various markets and investment instruments.
• Decision making, sales and negotiating skills for revenue generation.
• Acts as a resource for colleagues with less experience.

Responsibilities

• Manage investment activities for a full set of major fee revenue producing accounts (HNW/UHNW).
• Assist in development and recommendations of investment objectives for individual clients.
• Analyze and plan investment strategy with ongoing revisions to meet client goals.
• Coordinate portfolio activity with the client service team and external stakeholders.
• Adhere to National Investment Guidelines and risk management practices.

Skills

Investment experience

Wealth management

Analytical thinking

Sales & negotiations

Mentoring/leading

Education

CFA designation preferred

Job description

Northern Trust is seeking a Portfolio Advisor in Wealth Management to manage investments for high net worth clients and contribute to a client-centric advisory team. The role emphasizes developing strategies, coordinating with service teams, and adhering to guidelines to drive wealth growth.

Ideal candidates bring 8+ years in wealth management, deep investment knowledge, and a CFA is preferred, with strong decision-making and client-facing skills to manage sophisticated portfolios.