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National Portfolio Advisor at Northern Trust - ApplyBlast

National Portfolio Advisor

Northern Trust

4 months ago

3.7 on Glassdoor

Chicago, IL

Onsite

Full Time

Senior

0 applicants

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About this role

The National Portfolio Advisor provides comprehensive, high-level investment solutions to complex high-net-worth individuals and families across the United States. This role involves managing accounts with sensitive issues, developing custom investment strategies, and collaborating with wealth advisory partners to oversee held-away assets. The position requires deep technical knowledge of the investment universe and strong sales capabilities to support the ultra-high net worth advisory space.

Responsibilities

Advise complex high-net-worth clients on entire portfolio programs
Manage accounts requiring complex decision-making or special handling
Develop and direct execution of custom investment strategies
Maintain national contact with personal trust advisors and clients
Represent the corporation at external advisor and client forums

Skills

Qualifications

CFACIMACAIAAdvanced Degree

About Northern Trust

northerntrust.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1889

View Profile

Northern Trust is a financial services firm guided by founding principles of service, expertise, and integrity since 1889. The company offers wealth management, asset servicing, and investment solutions tailored to the needs of individuals, families, and institutions. Its clients include family offices, financial advisors, investment managers, pension funds, nonprofits, and sovereign entities, among others.