Senior Portfolio Advisor Ii, Wealth Management

Northern Trust Corporation

Base: $164,600 - $288,000 usd; bonus/equity: discr...
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12+ years investment management experience
Uhnw client portfolio management
Sales target achievement
** Northern Trust Corporation is seeking a Senior Portfolio Advisor II for Wealth Management, responsible for managing complex investment accounts for high-net-worth clients. The ideal candidate will have extensive investment management experience and a proven ability to generate new business while providing tailored investment solutions. **

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 plans, health coverage, and a discretionary bonus program with an equity component.

Matching Summary

Match Score: 75

** Northern Trust Corporation is seeking a Senior Portfolio Advisor II for Wealth Management, responsible for managing complex investment accounts for high-net-worth clients. The ideal candidate will have extensive investment management experience and a proven ability to generate new business while providing tailored investment solutions. **

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
  • UHNW client portfolio management
  • Sales target achievement
  • Alternative assets knowledge
  • Investment strategy execution

Nice-to-have

  • Thought leadership publications
  • MBA or CFA certification
  • Collaborative team environment
  • Flexible work culture
  • Equity component bonus

Key Requirements

  • 12+ years investment management experience
  • Experience with UHNW clients
  • MBA, CFA, CFP, CIMA, CPWA, or CAIA preferred
  • Specialized depth in alternative assets

Work Rights

Not specified

Tailored Resume

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