Senior Portfolio Advisor Ii

Northern Trust

Base: $164,600 - 288,000 usd; bonus/equity: discre...
Investment portfolio management
Client relationship management
Sales and business development
Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service

Job Summary

  • Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.
  • The Senior Portfolio Advisor II manages large and complex investment accounts, contributes to market growth by generating new business, and partners with sales and relationship teams to achieve sales targets.
  • Northern Trust offers a comprehensive benefits package including retirement, health and welfare benefits, paid time off, and a discretionary bonus program that may include an equity component.

Matching Summary

Northern Trust is a globally recognized financial institution with over 130 years of experience serving sophisticated clients using leading technology and exceptional service.

Salary

Base: $164,600 - 288,000 USD; Bonus/Equity: discretionary bonus program may include equity component; Benefits: retirement, health, paid time off, parental leave, insurance, and well-being benefits

Skills & Requirements

Must-have

  • investment portfolio management
  • client relationship management
  • sales and business development
  • investment strategy analysis
  • collaboration with client service teams
  • risk management practices

Nice-to-have

  • thought leadership engagement
  • experience with alternative assets
  • use of emerging technology capabilities
  • participation in investment committees
  • flexible and collaborative work culture

Key Requirements

  • 12+ years investment management experience
  • experience with UHNW clients
  • MBA and/or CFA, CFP, CIMA, CPWA, or CAIA preferred
  • technical expertise in investment solutions
  • knowledge of portfolio management theory
  • experience with alternative assets strongly desired

Work Rights

Not specified

Tailored Resume

Cover Letter