Senior Portfolio Advisor II
Northern TrustChicago, Illinois, United States
Posted March 30, 2026
164600 - 288000 USD
Full Time
About the Company
Northern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful individuals, families, and institutions.
Job Description
Northern Trust is seeking a Senior Portfolio Advisor II to manage investment activities for high net worth personal trusts and individual investment portfolios. The role requires mastery of investment strategies, tools, and capabilities, as well as decision making and sales skills to contribute to revenue generation.
Requirements
- 12+ years of investment management experience
- Decision making, sales, and negotiating skills
- Technical expertise with a broad range of investment solutions
- Completion of an MBA and/or CFA, CFP, CIMA, CPWA, and/or CAIA
- Knowledge of investment and portfolio management theory, accounting and financial principles, and characteristics of various marketplaces
Benefits
- 401k Matching
- Retirement Plan
- Paid Time Off
- Parental and Caregiver Leave
- Life & Accident Insurance
- Discretionary Bonus Program with Equity Component