Senior Portfolio Advisor II, Wealth Management
Northern TrustChicago, Illinois, United States
Posted April 30, 2026
164600 - 288000 USD
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution that provides innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Job Description
We are seeking a Senior Portfolio Advisor II to manage a set of fee-producing investment accounts for large and sensitive personal trust relationships and individual investors. The role requires a high level of technical expertise and versatility with a broad range of investment solutions.
Requirements
- 12+ years of investment management experience
- Master's degree (MBA, CFA, CFP, CIMA, CPWA, or CAIA) is highly preferred
- Decision making, sales, and negotiating skills
- Technical expertise with a broad range of investment solutions
- Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
- Knowledge of investment and portfolio management theory, accounting and financial principles
- Experience with Alternative Assets in client portfolio strongly desired
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Discretionary bonus program