Sr. Portfolio Advisor
3 weeks ago
We are seeking investment professionals to join our growing team. The position manages a full book of major fee revenue producing personal investment accounts for sophisticated, and complex ultra-high net worth (UHNW) relationships.
Position manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. Typically manages the largest and most complex relationships within their local market.
This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team.
The Senior Portfolio Advisor II substantially contributes to the growth of the market by generating and supporting new business activities. Effectively partners with sales and relationship management team to win new business, capture share of wallet, generate referrals, and develop relationships with key centers of influence.
Duties include:
1. Manages investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
2. Contributes to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.
3. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
4. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
5. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
6. Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
7. Actively engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
8. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.
11. Serves on standing investment services committees and participates in special projects as appropriate.
The successful candidate will have:
-
Sr. Portfolio Advisor
2 weeks ago
Chicago, Illinois, United States Northern Trust Full timeWe are seeking investment professionals to join our growing team. The position manages a full book of major fee revenue producing personal investment accounts for sophisticated, and complex ultra-high net worth (UHNW) relationships.Position manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and...
-
Portfolio Manager
1 day ago
Chicago, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Sr Analyst
2 days ago
Chicago, United States Avature Full timeAs a part of the Dealer Portfolio Management team, the Analyst is responsible for Auto Dealer Portfolio Risk Management and identifying growth and profit opportunities. Responsibilities may include: Auto dealer interface/service. Continuous monitoring of company Auto Dealer lending portfolios. Concentrating on areas of risk and loss prevention. Requires...
-
Manager, Portfolio Strategy and Management
1 week ago
Chicago, United States Tempus Full timePassionate about precision medicine and advancing the healthcare industry? Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful way. Tempus' proprietary platform connects an entire ecosystem of real-world evidence to deliver real-time, actionable insights to physicians, providing critical...
-
Manager, Portfolio Strategy and Management
2 weeks ago
Chicago, United States Tempus AI Full timePassionate about precision medicine and advancing the healthcare industry? Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful way. Tempus' proprietary platform connects an entire ecosystem of real-world evidence to deliver real-time, actionable insights to physicians, providing...
-
Manager, Portfolio Strategy and Management
2 weeks ago
Chicago, Illinois, United States Tempus AI Full timePassionate about precision medicine and advancing the healthcare industry?Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful way. Tempus' proprietary platform connects an entire ecosystem of real-world evidence to deliver real-time, actionable insights to physicians, providing critical...
-
Portfolio Manager
2 weeks ago
Chicago, Illinois, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Sr Director
2 weeks ago
Chicago, Illinois, United States Independence Pet Holdings Full timeAs a leading authority in the industry, we operate with a full stack of resources, capital and services that support a multi-brand and omni approach.We believe that pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets.The Sr. Director, People - Pets Best will be a...
-
Wealth Advisor
6 days ago
Chicago, United States CareerBuilder Full timeThe Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...
-
Wealth Advisor
2 weeks ago
Chicago, United States Windward Recruiting Full timeThe Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...
-
Sr. Family Office Associate
8 hours ago
Chicago, United States BCI - Brokerage Consultants Inc Full timeSr. Family Office Associate | Chicago Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones. Responsibilities: Supervise the Family Office Group Service/Administration team Support day-to-day activities of the Service/Administration team and manage client service request logs for the business unit...
-
Weath Advisor Associate
3 weeks ago
Chicago, United States Windward Recruiting Full timeAs a Wealth Advisor Associate, you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement.DUTIES & RESPONSIBILITIESCollaborate with the Senior Advisor to schedule, coordinate, and plan client meetings with a “clients-first” approachPrepare reports...
-
Weath Advisor Associate
3 weeks ago
Chicago, United States Windward Recruiting Full timeAs a Wealth Advisor Associate, you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement.DUTIES & RESPONSIBILITIESCollaborate with the Senior Advisor to schedule, coordinate, and plan client meetings with a “clients-first” approachPrepare reports...
-
Financial Advisor
3 weeks ago
Chicago, United States Albany Bank & Trust Co NA (Albank) Full timePosition Title: Financial Advisor Reports To: Senior Vice President DESCRIPTIONAlbank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of service...
-
Financial Advisor
2 weeks ago
Chicago, United States Albany Bank and Trust Full timePosition Title: Financial Advisor Reports To: Senior Vice President DESCRIPTION Albank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of...
-
Financial Advisor
3 weeks ago
Chicago, United States Albany Bank & Trust Co NA (Albank) Full timePosition Title: Financial Advisor Reports To: Senior Vice President DESCRIPTIONAlbank Investments serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 2001, we have been helping clients meet their increasingly complex financial goals with the highest standards of service...
-
Sr. Renewables Land Use Permitting Manager
2 weeks ago
Chicago, United States ThinkBAC Consulting Full timeJob DescriptionJob DescriptionSr. Renewables Land Use Permitting Manager - Energy StorageLocations: FULLY REMOTE (Anywhere in the USA)This an opportunity to join an industry leading renewable energy venture and IPP with strong private equity backing that is focused on the development/execution of dynamic utility-scale energy storage projects. They are at the...
-
Sr. Accountant
3 weeks ago
Chicago, Illinois, United States MHC Property Management L.P. Full timeWith a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful careerELS is hiring for the position of Sr. Accountant - Property in Chicago, Illinois.Whatyou'll do:The Senior Property Accountant manages a team of accountants to execute and distribute the financial statements for a...
-
Chicago, United States CIBC Full timeDescription d'emploi Duties and Responsibilities The Portfolio Manager will be responsible for but not limited to the following activities. Primary responsibility for this position will be that of the servicing of current bank relationships within our commercial financial institutions group, resulting in efficient delivery of credit and other bank...
-
Chicago, United States Canadian Imperial Bank of Commerce Full timeCommercial Banking Underwriter/Portfolio Manager: Financial Institutions page is loaded Commercial Banking Underwriter/Portfolio Manager: Financial Institutions Apply locations Chicago, IL time type Full time posted on Posted 4 Days Ago job requisition id 2311480 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...