Top 51 Philanthropy advisor Jobs in Chicago, Il

Portfolio Advisor
Northern Trust Corp. —Chicago, IL
- $114,500 - $194,700 a year
- Full-time
- 6 years
- Research
- Accounting
- Health insurance
- Dental insurance
Associate Relationship Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Senior Relationship Advisor, WM
Northern Trust Corp. —Chicago, IL
- $164,600 - $288,000 a year
- Full-time
- 11+ years
- Business development
- Mentoring
- Health insurance
- Dental insurance
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Assistant Vice President and Chief of Staff
The University of Chicago —Chicago, IL
- $220,000 - $300,000 a year
- Full-time
- Background check
- Pass drug screening
- Public speaking
- Health insurance
- Paid time off
Director, Public Relations - Consumer Goods & Services
MrBeast —Chicago, IL
- $155,000 - $250,000 a year
- Office
- Senior level
- Leadership
- Health savings account
- Paid holidays
Quick Apply
Estate Planning & Wealth Transfer Partner - Hybrid (195)
Denovo Review —Chicago, IL
- Full-time
- Hybrid work
- CPA
- Finance
- Accounting
- Flexible schedule
Quick Apply
Head of Advisor Education Marketing Strategy
Northern Trust Corp. —Chicago, IL
- $95,600 - $162,400 a year
- Full-time
- Presentation skills
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Director, Corporate Communications & Social Reputation
MrBeast —Chicago, IL
- $155,000 - $250,000 a year
- Analysis skills
- Mentoring
- Senior level
- Health savings account
- Paid holidays
Quick Apply
Sr Manager, Charitable Consulting-DAF-Crossroads & South Atlantic
Charles Schwab —Chicago, IL
- $105,000 - $185,000 a year
- Hybrid work
- Mid-level
- Bachelor's degree
- 4 years
- Paid parental leave
- Employee stock purchase plan
9d
Senior Philanthropy Manager
MPN Research Foundation —Chicago, IL
- $100,000 - $130,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
Quick Apply
MANAGING DIRECTOR, PHILANTHROPY
Cresset Capital —Chicago, IL
- $230,000 - $275,000 a year
- Writing skills
- Training & development
- Senior level
- Health savings account
- Disability insurance
Quick Apply
6d
Director of Philanthropy
YOUTH GUIDANCE —Chicago, IL
- $110,000 - $130,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
Quick Apply
Chief Financial Officer
RENAISSANCE SOCIAL SERVICES INC —Chicago, IL
- $125,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
ITSM Service Excellence Leader
Northern Trust Corp. —Chicago, IL
- $137,400 - $240,400 a year
- Full-time
- Mentoring
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Consulting Director, Advancement & Fundraising – Healthcare and Academic Medicine
Huron Consulting Services LLC —Chicago, IL
- $175,000 - $303,750 a year
- Full-time
- Remote
- Up to 50% travel
- Analysis skills
- Bachelor's degree
- Dental insurance
Quick Apply
Philanthropy Manager
MPN Research Foundation —Chicago, IL
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
Quick Apply
Managing Director of Wealth Transfer Strategy
Moneta Group —Chicago, IL
- Full-time
- Public speaking
- Business development
- Analysis skills
Sr Investment Associate
Northern Trust Corp. —Chicago, IL
- $74,200 - $126,200 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
11d
Fiduciary Specialist, Foundations & Institutional Advisors
Northern Trust Corp. —Chicago, IL
- $114,500 - $194,700 a year
- Full-time
- 7 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance

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Portfolio Advisor

Northern Trust Corp. -
Chicago, IL

Apply Now

Job Details

Full-time
$114,500 - $194,700 a year

Benefits

Caregiver leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Sales negotiation
Financial sales
Research
Investment client management
Accounting

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

PORTFOLIO ADVISOR

OH: R152496

1. Manages investment activities for a full set of major fee revenue producing accounts, representing high net worth (HNW) ultra-high net worth (UHNW) personal trusts in the Family Office Solutions (FOS) team.

2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.

3. 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.

4. Developing an 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.

5. Consistently demonstrates proficiency 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.

6. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.

7. Accountable for personal execution of initiatives, new capability rollouts, and required training.

8. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.

9. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices

10. Solves complex problems

The ideal candidate will benefit from having the following competencies:

Minimum 6 to 8 years of investment experience working with wealth management clients that consists of high net worth and ultra-high net worth clientele. This will include research, in which consistent long term investment performance has met objectives.
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. A professional designation e.g. CFA is preferred.
Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.
Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job discipline.
Acts as a resource for colleagues with less experience.

Salary Range:

$114,500 - 194,700 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

philanthropy advisor jobs in chicago, il

Portfolio Advisor

Associate Relationship Advisor

Senior Relationship Advisor, WM

Associate Wealth Advisor

Assistant Vice President and Chief of Staff

Director, Public Relations - Consumer Goods & Services

Estate Planning & Wealth Transfer Partner - Hybrid (195)

Head of Advisor Education Marketing Strategy

Director, Corporate Communications & Social Reputation

Sr Manager, Charitable Consulting-DAF-Crossroads & South Atlantic

Senior Philanthropy Manager

MANAGING DIRECTOR, PHILANTHROPY

Director of Philanthropy

Chief Financial Officer

ITSM Service Excellence Leader

Consulting Director, Advancement & Fundraising – Healthcare and Academic Medicine

Philanthropy Manager

Managing Director of Wealth Transfer Strategy

Sr Investment Associate

Fiduciary Specialist, Foundations & Institutional Advisors

I want to receive the latest job alert for philanthropy advisor in chicago, il

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