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.
The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market. This role combines primary portfolio management responsibilities with client advisory, and investment leadership, ensuring alignment with investment standards, risk management practices, and strategic objectives. A Senior Portfolio Advisor is very active with regards to new business generation within the context of team selling.
Manage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
Using a Goals Based approach, develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients.
Analyze and plan overall investment strategy, with continuous revision as goals and objectives change, working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Maintain an integral and influential presence with clients, co-trustees, consultants, internal partners, and external advisors to ensure communication of client requirements and coordination of portfolio activity.
Deliver proactive, advice-driven client service, communicating complex investment concepts and portfolio strategies clearly and effectively.
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Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.
Represent the firm in client meetings, educational opportunities, and external events to enhance visibility and support business development.
Investment Expertise & Thought Leadership
Consistently demonstrate mastery of investment strategies, tools, and portfolio construction methodologies through ongoing engagement with National Investment and Goals Driven Wealth Management practices, peers, and broader Wealth and Asset Management teams.
Actively engage in thought leadership activities, including publications, educational forums, and practice-hosted symposiums and events.
Apply sophisticated analytical thought to evaluate complex investment scenarios, exercise judgment, and identify innovative solutions.
Risk Management, Governance & Execution
Adhere to National Investment Guidelines and sound risk management practices, incorporating feedback from the REV peer review process and other oversight mechanisms.
Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
Execute firm initiatives, new capabilities, and required training, ensuring consistent adoption and application.
Provide feedback to leadership on national initiatives, enhancements, and evolving expectations.
Serve on standing investment services committees and participate in special projects, contributing subject matter expertise and leadership.
Leadership & Collaboration
Lead others in solving complex investment and client challenges, providing guidance and direction as appropriate.
Maintain a collaborative presence within the local market team, contributing to a culture of partnership, accountability, and client focus.
Impact the achievement of customer, operational, project, and service objectives through individual and team contributions.
Perform work guided by established functional policies while exercising independent judgment in complex situations.
What Will Make You Successful in the Role
Strong investment judgment combined with advanced portfolio management and client advisory skills.
Ability to manage complex client relationships and deliver tailored investment solutions aligned to client goals.
Demonstrated ability to contribute to business growth through new client acquisition and relationship expansion.
High degree of professionalism, accountability, and adaptability in a dynamic investment environment, particularly in a collaborative environment.
Knowledge
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.
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 specialized depth and/or breadth of expertise in the investment discipline.
Interprets internal and external business challenges and recommends best practices to improve products, processes, or services.
Communicates complex concepts and negotiates with others to influence outcomes and achieve alignment.
Experience
Minimum 15 years of investment experience, which may include research, with demonstrated long-term investment performance meeting objectives.
Experience leading projects or functional teams with moderate resource requirements, risk, and/or complexity is preferred.
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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
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