Senior Portfolio Advisor, Foundation & Institutional Advisors

Are you a seasoned financial professional with a strong passion for serving clients in the non-profit and institutional sectors? Are you looking for a challenging and rewarding role that allows you to utilize your expertise in portfolio management and client relationship management? Northern Trust is seeking a highly skilled Senior Portfolio Advisor to join our Foundation & Institutional Advisors team. In this role, you will have the opportunity to collaborate with a talented group of colleagues and provide valuable insights and guidance to our esteemed clients. If you are driven, dynamic, and dedicated to delivering exceptional results, we invite you to apply for this exciting opportunity. To excel in this role, you must possess a minimum of 10 years of experience in financial services, with a focus on portfolio management for non-profit organizations and institutional clients. A deep understanding of investment strategies, asset allocation, and risk management is essential. Additionally, you must have a proven track record of building and maintaining strong relationships with clients and the ability to provide tailored solutions to meet their unique needs. Join our team and make a significant impact in the financial success of our clients.

1. Develop and manage relationships with non-profit organizations and institutional clients, understanding their unique needs and providing tailored financial solutions.
2. Utilize expertise in portfolio management to analyze and make recommendations for client investment strategies.
3. Collaborate with a team of colleagues to provide valuable insights and guidance to clients.
4. Demonstrate a deep understanding of investment strategies, asset allocation, and risk management to effectively manage client portfolios.
5. Build and maintain strong relationships with clients, serving as a trusted advisor and providing exceptional customer service.
6. Stay informed on industry trends and market changes to ensure clients' portfolios are optimized.
7. Communicate complex financial information in a clear and concise manner to clients and colleagues.
8. Adhere to all regulatory and compliance guidelines in the management of client portfolios.
9. Proactively identify opportunities to grow and expand client relationships.
10. Continuously strive to improve and enhance processes and procedures within the team to increase efficiency and effectiveness.
11. Collaborate with other departments and teams within the organization to ensure seamless delivery of services to clients.
12. Stay up-to-date on industry developments and maintain a strong network of contacts in the non-profit and institutional sectors.

According to JobzMall, the average salary range for a Senior Portfolio Advisor, Foundation & Institutional Advisors in Washington, DC, USA is between $107,000 and $195,000 per year. This range can vary depending on factors such as the employer, experience level, and specific job duties. Additionally, benefits and bonuses may also be included in the total compensation package for this role.

Northern Trust Corporation is a financial services company that caters to corporations, institutional investors, and ultra high net worth individuals. It is one of the largest banks in the United States and one of the oldest banks in continuous operation.