Northern Trust
The Senior Portfolio Advisor, Wealth Management manages a portfolio of fee-producing investment accounts for high net worth clients with complex investment needs. This role involves developing and executing investment strategies, collaborating with sales and relationship management teams to drive business growth, and ensuring alignment with client goals. The position requires technical expertise in investment solutions and a strong focus on client service and market expansion.
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.
Right around the average for this role
Northern Trust Enters Fast-Growing ETF Servicing Race With Intercontinental Exchange Partnership
4 hours ago