Senior Portfolio Advisor

Northern Trust

Senior Portfolio Advisor managing investment accounts for high net worth individuals. Leading investment strategies and business growth within Northern Trust's Wealth Management division.

Posted 7/3/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $189,290 - $331,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive investment management experience with a focus on developing and executing tailored investment strategies for Ultra High Net Worth clients. Proven ability to drive sales growth and achieve specific financial targets through effective decision-making and negotiation skills.

Highest-signal resume keywords

Investment Management ExperienceSales Target AchievementSenior Portfolio Advisor ExperienceTechnical Expertise in Investment SolutionsMBA or CFA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentClient Relationship ManagementFinancial AnalysisProgram ExecutionNegotiation Skills

Soft Skills

Decision MakingSales Skills

Certifications & Qualifications

MBACFACFPCIMACPWACAIA

Industry Keywords

Wealth ManagementUltra High Net Worth ClientsInvestment SolutionsFee Revenue AccountsMarket Growth

About the role

Key responsibilities & impact

Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity)
Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team.
Directly responsible for hitting a specific sales target
Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients
Analyze and plan the overall investment strategy with continuous revision as goals and objectives change

Requirements

What you’ll need

10+ years of investment management experience, which may include research
Decision making, sales, and negotiating skills
Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
Technical expertise with a broad range of investment solutions
Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA

Benefits

Comp & perks

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
other voluntary and well-being benefits