Northern Trust
Financial Services
SeniorPortfolioAdvisor,WM
“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
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