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 commitment to integrity, expertise, and service. With over 24,000 partners and a rich history of financial experience, Northern Trust serves the world’s most sophisticated clients.

Major Duties

• Manages investment activities for a reduced set of major fee revenue-producing accounts, focusing on large and sensitive high-net-worth personal trusts and individual investment portfolios.
• Contributes to market growth by generating new business both individually and in collaboration with the sales and relationship management team.
• Directly responsible for hitting a specific sales target.
• Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyzes and plans the overall investment strategy, revising plans as necessary based on changing goals and client needs, and works closely with the broader client service team to identify and execute on areas of opportunity.
• Maintains an integral and influential presence within the local client-facing team, clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure effective communication of client requirements and portfolio activity.
• Consistently demonstrates mastery with new investment strategies, tools, and capabilities, and portfolio research and investment methodologies, through regular interaction and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
• Actively engages in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
• 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. Serves on standing investment services committees and participates in special projects as appropriate.
• Leads others to solve complex problems. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions. Impacts the achievement of customer, operational, project, or service objectives.

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 own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.

Experience

• Minimum 10-15 years of investment experience, which may include research, in which consistent long-term investment performance has met objectives.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Salary Range

189,290 - 331,200 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.

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.

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.