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.

The Key Responsibilities Of The Role

• Manages investment activities for a full set of major fee revenue-producing accounts, representing small to mid-sized personal trusts and individual portfolios.
• Aids in the development and recommendations of investment strategies tailored to achieve specific client objectives.
• Analyzes and plans the overall investment strategy, revising plans as necessary based on changing goals and client needs.
• Works closely with the broader client service team to identify and execute on opportunities that benefit clients, co-trustees, consultants, the bank's legal area, and outside attorneys.
• Demonstrates proficiency with new investment strategies, tools, and capabilities through regular engagement with the National Investment and Goals Driven Wealth Management Practices and their peers.
• Advises on areas for improvement to leadership on national initiatives, changes, and expectations.
• Complies with National Investment Guidelines, REV peer review processes, and sound risk management practices.
• Solves complex problems related to investment and portfolio management.

The Successful Candidate

• Must possess knowledge of investment and portfolio management theory, accounting, and financial principles, along with experience in various investment strategies and instruments.
• Requires decision-making, sales, and negotiation skills to contribute to the market’s revenue generation and handle sensitive or difficult situations.
• Has a minimum of 6 to 8 years of investment experience, including research, where consistent long-term investment performance has met objectives.
• Acts as a resource for colleagues with less experience.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture. The company values movement within the organization, accessibility from senior leaders, and a commitment to an inclusive workplace and community philanthropy. Reasonable accommodations are available for individuals with health conditions and disabilities.