Current jobs related to Senior Portfolio Advisor - Miami - Northern Trust

  • Senior Wealth Advisor

    2 weeks ago

    Miami, Florida, United States Citigroup Inc Full time

    Job Title: Senior Wealth AdvisorCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key Responsibilities:Build relationships with new clients and deepen relationships with...

  • Associate Portfolio Manager

    3 hours ago

    Miami, United States Ascendo Resources Full time

    Our client is a large SEC Registered Investment Advisor, and they are seeking an Associate Portfolio Manager to support the Senior Portfolio Managers in the TeamThis role will support the firms PM's in the coordinated delivery of services to our ultra-high net worth and institutional clients. You will support both investment and administrative processes and...

  • Senior Wealth Advisor

    2 weeks ago

    Miami, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Wealth Advisor

    7 days ago

    Miami, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Wealth Advisor

    2 weeks ago

    Miami, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...

  • Senior Client Advisor

    4 weeks ago

    Miami, United States Giorgio Armani Full time

    Senior Client Advisor - Aventura, FL: snr role in rtl sales; knwldg of all collections; trains jnr clnt advsrs. Req 48 mnths exp in job offrd or as client advisor in the lux retail clthng industry individually generating min $1 million in ann sales w/ exp oprting ph sys, POS cash reg, sensor tag rmvers; prod knwldg re lux men's & women's clthng, lthr goods,...

  • Senior Legal Advisor

    3 days ago

    Miami, United States Host Broadcast Services Full time

    Job Title: Senior Legal AdvisorAbout the Role:Host Broadcast Services is seeking a highly skilled Senior Legal Advisor to join our team. As a key member of our legal department, you will play a crucial role in supporting the General Counsel and contributing to the day-to-day operations of the department.Main Responsibilities:• Reviewing and drafting...

  • Senior Financial Advisor

    7 days ago

    Miami, FL , USA, United States Norman Alex Full time

    About the role: Senior Financial Advisor - Wealth Management Expert We are seeking a top-producing Senior Financial Advisor to join our team at Norman Alex. This is an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and client acquisition to drive business growth. Key Responsibilities: - Develop and...

  • Senior Financial Advisor

    3 days ago

    Miami, United States PUENTE Estados Unidos Full time

    Growth Opportunity with a Reputable International Wealth Manager in MiamiWe are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment...

  • Senior Financial Advisor

    2 days ago

    miami, United States PUENTE Estados Unidos Full time

    Growth Opportunity with a Reputable International Wealth Manager in MiamiWe are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment...

  • Senior Financial Advisor

    3 hours ago

    Miami, United States PUENTE Estados Unidos Full time

    Growth Opportunity with a Reputable International Wealth Manager in MiamiWe are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment...

  • Configuration Engineer Senior Advisor

    2 weeks ago

    Miami, Florida, United States RIT Solutions, Inc. Full time

    Job Title: Configuration Engineer Senior AdvisorRIT Solutions, Inc. is seeking a highly skilled Configuration Engineer Senior Advisor to support our test environments for Regional, Enterprise, and special project releases.Key Responsibilities:Assign and handle customer service requests for internal workgroups, manage and monitor environment...

  • Senior Wealth Advisor

    2 weeks ago

    Miami, FL , USA, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...

  • Senior Living Sales Advisor

    7 days ago

    Miami, Florida, United States Miami Jewish Health Full time

    Job Title: Senior Living Sales AdvisorJob Summary:The Senior Living Sales Advisor is a sales professional who presents and sells the community lifestyle to prospective residents, from initial lead through closing, leading to deposits and gains in occupancy.This individual is responsible for meeting with prospective residents through telephone contact,...

  • Senior Living Sales Advisor

    1 week ago

    Miami, United States Miami Jewish Health Full time

    Job Title: Senior Living Sales AdvisorMiami Jewish Health is a leading provider of health and living options for older adults in South Florida, with an 85-year history. We are seeking a dynamic, hospitality-minded, sales-oriented professional to join our team and support our new Continuing Care Retirement Community (CCRC) expansion project.Job SummaryThe...

  • Senior Wealth Advisor

    2 weeks ago

    North Miami Beach, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Client Advisor

    3 weeks ago

    Miami Beach, Florida, United States James Perse Los Angeles Full time

    Job Title: Senior Client AdvisorJames Perse Los Angeles is seeking a highly skilled and experienced Senior Client Advisor to join our team at our Bal Harbour location.Job Summary:The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in...

  • Associate Portfolio Manager

    2 weeks ago

    North Miami Beach, Florida, United States CV Advisors LLC Full time

    Associate Portfolio ManagerCV Advisors LLC is seeking a highly skilled Associate Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for supporting our Portfolio Managers in delivering exceptional service to our ultra-high net worth and institutional clients.Key Responsibilities:Support Portfolio...

  • Senior Wealth Advisor

    6 days ago

    Miami, Florida, United States Citigroup Inc Full time

    Citigroup Inc. is seeking a skilled Senior Wealth Advisor to join our team in Miami, Florida. As a key member of our Private Client Coverage group, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships...

  • Senior Legal Advisor

    7 days ago

    miami, United States Affirm Partners Full time

    We are seeking a seasoned Senior Legal Advisor to join our team at Affirm Partners, a $5B+ AUM private equity fund based in Miami. This is an exciting opportunity for a legal professional with 8-10 years of experience from a top law firm to step into a key leadership role at a high-performing fund.The ideal candidate will have a strong background in private...

Senior Portfolio Advisor

4 months ago

Miami, United States Northern Trust Full time
About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Job Summary:
Northern Trust's Foundation and Institutional Advisors (FIA) Senior Portfolio Manager manages client relationship teams, oversees the investment programs and brings subject matter experts into client conversations when needed for discretionary Outsourced Chief Investment Officer (OCIO) with portfolios of $10-$500 million. The FIA practice's client base includes a mix of foundations, endowments, healthcare firms and associations. The client base includes community, public and private philanthropic, as well as private businesses enterprises.

Primary Responsibilities:

1. Guide client investment committees in the development of long term investment strategies, appropriate portfolio construction, and continuously monitor client portfolios.
2. Lead client meetings with investment committees, boards and CFOs. Review portfolio performance and compare them with objectives. Provide market analysis, review long-term strategy and discuss Northern Trust's market outlook.
3. Ensure client satisfaction by coordinating team resources to ensure timely delivery and issue-resolution, and effectively communicating client needs/concerns to other Northern Trust partners.
4. Cultivate strong working relationships with clients and proactively develop solutions to exceed client requirements.
5. Work closely with internal partners (equity and fixed income research, trading and performance analysts) to make develop custom investment strategies and respond to client needs.
6. Senior Portfolio Managers play a leading role in growing the practice by assisting with RFP responses and participating in finals presentations.

Qualifications:
- Knowledge of investment and portfolio management theory, accounting and financial principals and investment strategies.
- Candidates should have 7+years or more of investment management experience with client facing responsibilities.
- Familiarity with current investment concepts, asset allocation analysis and portfolio construction is strongly preferred as is CFA or CIMA and MBA.
- Strong consultative approach to client service a must.
- Existing foundation, endowment or pension marketplace experience is preferred.
- A demonstrated track record of success in business development is desired.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation: Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRH[redacted].

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRH[redacted].

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.