Northern Trust

Financial Services

SeniorPortfolioAdvisor,WM

$156–274k Cleveland, Ohio, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Portfolio Advisor, WM at Northern Trust. Skills: Investment management, Portfolio management, Wealth management, Sales. Manage investment activities. Contribute to market growth”

What You'll Achieve.

Achieve specific sales target; Meet investment objectives

Industry & Context.

Financial Services
Problems you'll solve

Decision making

Eligibility Requirements

Work in U.S. without sponsorship

What They're Looking For.

Must Have

12+ years investment management experience, Decision making skills required, Sales skills required, Negotiating skills required, Experience as Senior Portfolio Advisor, Technical expertise with investment solutions, Knowledge of investment theory, Knowledge of portfolio management theory, Knowledge of accounting principles, Knowledge of financial principles, Knowledge of investment strategies, Knowledge of investment instruments, Knowledge of marketplace characteristics

Nice to Have

MBA preferred, CFA preferred, CFP preferred, CIMA preferred, CPWA preferred, CAIA preferred

What You'll Do.

Manage investment activities

Contribute to market growth

Generate new business

Achieve specific sales target

Develop investment strategy

Recommend investment programs

Direct program execution

Analyze investment strategy

Plan investment strategy

Revise strategy as goals change

Identify areas of opportunity

Execute areas of opportunity

Maintain presence within client team

Communicate client requirements

Coordinate portfolio activity

Demonstrate mastery with investment strategies

Demonstrate mastery with investment tools

Demonstrate mastery with investment capabilities

Demonstrate mastery with portfolio research

Demonstrate mastery with investment methodologies

Engage in thought leadership

Participate in educational opportunities

Participate in practice hosted symposiums

Participate in practice hosted events

Adhere to best practices

Provide feedback on national initiatives

Provide feedback on national changes

Provide feedback on national expectations

Adhere to National Investment Guidelines

Observe sound risk management practices

Serve on investment services committees

Participate in special projects

How You'll Work.

Team & Collaboration

Client service team; Sales team; Relationship management team; Co-trustees; Consultants; Legal area; Outside attorneys

Communication Scope

Client communication

Process & Methodology

Project management

Full Job Description

**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **_SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT_** OH: R155148 Position manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. Typically manages the largest and most complex relationships within their local market. This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team. The Senior Portfolio Advisor II substantially contributes to the growth of the market by generating and supporting new business activities. Effectively partners with sales and relationship management team to win new business, capture share of wallet, generate referrals, and develop relationships with key centers of influence. Duties include: 1\. Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. 2\. Contributes to the growth of the ma

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