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Senior Portfolio Advisor, UHNW Wealth Management
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-18
Listing for:
Crains Cleveland
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Northern Trust in Cleveland, OH seeks a Senior Portfolio Advisor II to manage complex, fee‑producing investment accounts for UHNW clients. The role partners with sales and relationship management to grow market share and deliver tailored investment solutions.
Prioritizes sophisticated strategies and broad investment tools, with ongoing client service leadership. Responsibilities include leading investment programs, continuous strategy analysis, and active engagement in thought leadership and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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