Northern Trust
The Portfolio Advisor, Wealth Management manages investment activities for high net worth and ultra-high net worth personal trusts within a Wealth Advisory team. This role involves developing and recommending investment strategies to achieve specific client objectives while analyzing and planning overall investment approaches. The position requires close collaboration with the client service team to identify opportunities and ensure effective communication of client requirements.
Headquarters
Chicago, Illinois, United States
Company Size
10001+ employees
Founded
1889
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Northern Trust.
16% above the average for this role
Northern Trust Enters Fast-Growing ETF Servicing Race With Intercontinental Exchange Partnership
4 hours ago