Senior Portfolio Advisor Ii

Northern Trust Corporation

Base: $189,290 - $331,200 usd; bonus/equity: discr...
Not specified
10-15 years of investment experience
High net worth portfolio management
Investment strategy development
Northern Trust Corporation is seeking a Senior Portfolio Advisor II to manage investment activities for high net worth clients, contributing to business growth and investment strategy development. The ideal candidate should have 10-15 years of investment experience and possess strong analytical, decision-making, and sales skills

Job Summary

  • The role involves managing large and sensitive high net worth personal trusts and individual investment portfolios with a focus on fee revenue generation.
  • Candidates are expected to contribute to market growth by generating new business individually and in conjunction with the sales and relationship management team.
  • Northern Trust offers a comprehensive benefits package including retirement benefits, health coverage, and a discretionary bonus program with an equity component.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Senior Portfolio Advisor II to manage investment activities for high net worth clients, contributing to business growth and investment strategy development. The ideal candidate should have 10-15 years of investment experience and possess strong analytical, decision-making, and sales skills.

Salary

Base: $189,290 - $331,200 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

  • 10-15 years of investment experience
  • High net worth portfolio management
  • Investment strategy development
  • Sales target achievement
  • Client relationship management

Nice-to-have

  • Thought leadership publications
  • Educational symposium participation
  • Cross-functional team collaboration
  • Innovative solution identification

Key Requirements

  • Minimum 10-15 years of investment experience
  • Mastery of investment strategies and tools
  • Adherence to national investment guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter