Senior Portfolio Advisor

Northern Trust

Base: $164,600 - $288,000 usd; bonus/equity: discr...
12+ years investment management experience
Manage large fee-producing accounts
Drive new business generation
The role manages a set of fee-producing investment accounts for large and sensitive personal trust relationships requiring high technical expertise

Job Summary

  • The role manages a set of fee-producing investment accounts for large and sensitive personal trust relationships requiring high technical expertise.
  • Candidates are directly responsible for hitting specific sales targets while generating new business in conjunction with the sales team.
  • Northern Trust offers a comprehensive benefits package including retirement benefits, health insurance, and a discretionary bonus program with an equity component.

Matching Summary

The role manages a set of fee-producing investment accounts for large and sensitive personal trust relationships requiring high technical expertise.

Salary

Base: $164,600 - $288,000 USD; Bonus/Equity: Discretionary bonus program may include equity; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off

Skills & Requirements

Must-have

  • 12+ years investment management experience
  • Manage large fee-producing accounts
  • Drive new business generation
  • Execute client investment strategies
  • Collaborate with sales teams

Nice-to-have

  • Thought leadership publications
  • Alternative assets expertise
  • Flexible work culture
  • Continuous learning mindset
  • Inclusive workplace values

Key Requirements

  • 12+ years of investment management experience
  • MBA or CFA/CFP/CIMA certification preferred
  • Authorized to work in the U.S. without sponsorship
  • Experience with HNW and UHNW clients
  • Knowledge of alternative assets desired

Work Rights

Must be authorized to work in the U.S. without visa sponsorship

Tailored Resume

Cover Letter