Portfolio Advisor

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is known for its Principles That Endure: Service, Expertise, and Integrity. These principles guide the firm's business conduct, which it aims to instill in its employees, called partners, and to provide to its clients and the communities it serves worldwide.

Portfolio Advisor OH: R152496

Manages investment activities for a full set of major fee revenue-producing accounts, representing high net worth (HNW) and ultra-high net worth (UHNW) personal trusts in the Family Office Solutions (FOS) team. Assists in developing and recommending strategies to achieve investment objectives for specific individual clients. Analyzes and plans the overall investment strategy, continuously revising it as goals and objectives change and in the context of client needs. Works closely and proactively with the broader client service team to identify and execute on areas of opportunity. Develops 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 coordination of portfolio activity.

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. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting. Accountable for personal execution of initiatives, new capability rollouts, and required training. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.

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 includes 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, such as 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 disciplines. Acts as a resource for colleagues with less experience.

Pay

$114,500 - 194,700 USD Salary range is a good faith estimate of base pay.

Benefits

• 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
• Other voluntary and well-being benefits
• Discretionary bonus program with an equity component

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

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.