Senior UHNW Wealth Portfolio Advisor
$114.5k - $194.7kNorthern Trust Company
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives are met. Ideal candidates will have 6 to 8 years of experience in investment management, a deep understanding of financial principles, and strong decision-making skills. The position offers a competitive salary range of $114,500 - $194,700 along with a comprehensive benefits package including health insurance and retirement benefits. #J-18808-Ljbffr Northern Trust
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Wealth Portfolio Advisor in Chicago, IL vacancy
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
- RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant,...Senior
- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...relationship managers, financial advisors, trust officers, and other... ...Portfolio Management experience with HNW or UHNW client relationships, or equivalent...SeniorFull timeWork experience placementWork at office
$120k
...Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of... ...market factors and the potential impact on the investors' portfolios.Adhere to a specific prospecting code of conduct, which (1)...SeniorFull time- Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals... ..., coordinate with investment professionals, provide ongoing portfolio guidance, and develop new business through referrals and...Senior
- ...Children’s Research Fund in Chicago is seeking a Sr. Research Financial Portfolio Manager to oversee financial data management and advisement for principal investigators. This role requires strong proficiency in grant management and regulatory compliance, with past experience...Senior
Children's Research Fund
Chicago, IL2 days ago - Blackford Capital, a Michigan-based private equity firm, is hiring a Senior Analyst to own a portfolio of companies, drive operational improvement, and lead add-on M&A. You will manage 2-4 portfolio companies, coordinate with CEOs and CFOs, and support platform investments...SeniorRemote work
- ...Insight Global is hiring a Senior Portfolio Manager for one of our largest reinsurance clients. The Portfolio Manager will oversee the administration of insurance and/or reinsurance accounts and contracts. Establishing and maintaining contractual data, processing the...Senior
Insight Global
Chicago, IL5 days ago - ...actuarial expertise to ensure competitive pricing and work alongside multiple teams, making impactful decisions for the company's portfolio. This role offers a competitive salary and comprehensive benefits in a hybrid working environment. #J-18808-Ljbffr Kalepa Insurance...Senior
- Northern Trust is seeking a seasoned Fixed Income Portfolio Manager within NTAM to lead multi-sector corporate credit efforts. You will manage investments, analyze risk, and contribute to strategy underpinned by a disciplined investment philosophy. The role requires strong...Senior
- Liberty Mutual Insurance seeks an experienced Portfolio Actuary to own end‑to‑end actuarial governance for strategic program relationships within North America Programs and Delegated Authority. This role partners with underwriting, exposure management, reserving, and finance...Senior
- Ullico, Inc. seeks a Senior Portfolio Analyst to join its Real Estate Debt Group in Chicago, IL. You will manage mortgage portfolio analytics, cash flow projections, and reporting for internal and GAAP filings, reporting to the Regional VP. You will support underwriting...Senior
- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and firm guidelines. You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency...Senior
- Sammons Financial Group is seeking an experienced senior investment professional to oversee outsourced investment managers and provide disciplined portfolio oversight for investment objectives and risk tolerances. The role emphasizes strong fixed income and insurance investment...Senior
- ...Senior Portfolio ManagerGlobal Innovation | JBT MarelLocation: Boxmeer (NL), Aarhus (DK), Helsingborg (SE), Gardabaer (IS), Chicago or Lakeland (US)Build the Future of Portfolio Management at JBT MarelAt JBT Marel, we are transforming the future of food processing technology...SeniorWorldwide
JBT Marel
Chicago, IL3 days ago - ...Fixed Income to shape and implement fixed income investment strategies for high-net-worth and institutional clients. You will lead portfolio construction, perform in-depth bond research, and present investment proposals to clients. Role requires 8+ years in investment...Senior
- ...Ratings, LLC is seeking an Investment Analyst to lead due diligence and research on private markets investments used in multi-asset portfolios. You will own coverage of private equity, private credit, infrastructure, and real assets, and defend your views in long-horizon...SeniorWork at office
$175k - $225k
...Derivatives Team manages approximately $6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the... ..., total-return strategy serving a diverse client base.As a Senior Portfolio Manager, you will be a key contributor to the overall...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- Core Spaces seeks a seasoned Portfolio Manager for its Closed End Fund Series to lead strategy, oversight, and performance across our fund vehicles. You will shape portfolio construction, capital deployment pacing, and governance, partnering with Acquisitions, Asset Management...Senior
$150k
A financial services firm in Chicago is seeking an experienced Commercial Portfolio Manager to manage a diverse loan portfolio. The successful candidate will maintain and expand relationships, manage credit underwriting, and ensure compliance with lending regulations. Ideal...Senior$127.6k - $191.4k
InforCapital, partnership in Chicago is looking for a Project Manager for People Operations Intake & Portfolio. The role involves owning the intake process, managing requests through Jira, and developing an AI agent to streamline workflow. Required qualifications include...SeniorFull timeContract work- A leading real estate financing company in Chicago is actively recruiting a Senior Portfolio Analyst to manage a $4.4 billion portfolio. Responsibilities include financial performance analysis, cash flow projections, and maintaining reports. Candidates should have a Bachelor...Senior
- Northern Trust in Chicago, IL is seeking a Sr. Credit Portfolio Manager to oversee credit product risk and profitability for a portfolio of credit clients, monitor loan performance, and support Relationship Managers with underwriting. The role involves evaluating financial...Senior
$98.4k - $199k
...Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net... ...in business development efforts with Wealth Advisors, Trust Officers and other relationship managers...SeniorWork experience placementWork at officeLocal area- Northern Trust's Global Family Office in Chicago is hiring a Senior Credit Portfolio Manager to oversee credit risk and profitability for a portfolio of clients. The role emphasizes financial/credit analysis, underwriting, and covenant monitoring. Responsibilities include...SeniorRotational programWork at office
$164.6k - $225k
...Trust As a global leader in innovative wealth management, asset servicing, asset management... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office Group Job... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorH1bWork at officeWorldwideFlexible hoursNorthern Trust
Chicago, IL2 days ago$120k - $156.5k
...real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio... ...Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit Benefits Health/Dental/Vision Pension 401K...SeniorPermanent employmentWork at office- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Portfolio Advisor. Be the first to apply!
Related searches
- financial advisor part time Chicago, IL
- finance associate Chicago, IL
- financial counselor Chicago, IL
- associate corporate finance Chicago, IL
- private wealth advisor Chicago, IL
- financial consultant Chicago, IL
- estate planning consultant Chicago, IL
- financial planning assistant Chicago, IL
- wealth advisor associate Chicago, IL
- work from home financial advisor Chicago, IL