Northern Trust
Financial Services
SeniorPortfolioAdvisor,WM
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
Decision making
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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