Senior Portfolio Advisor

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its excellence in serving sophisticated clients. The Senior Portfolio Advisor manages significant fee-producing investment accounts, focusing on large and complex personal trusts and individual investor portfolios.

Responsibilities

• Manage investment activities for major fee-producing accounts, including large and sensitive personal trusts and individual investment portfolios.
• Develop, recommend, and direct the execution of programs to achieve investment objectives for specific clients.
• Analyze and plan overall investment strategies, revising plans as client goals and objectives change, and coordinate with the broader client service team.
• Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank's legal area, and outside attorneys.
• Demonstrate mastery in new investment strategies, tools, and capabilities, engaging with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.
• Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
• Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Execute initiatives, new capability rollouts, and required training in support of business and investment practice objectives.
• Provide continuous feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.
• Adhere to National Investment Guidelines, feedback from the REV peer review process, and sound risk management practices.
• Serve on standing investment services committees and participate in special projects, as appropriate.
• Lead others to solve complex problems and apply sophisticated analytical thought to identify innovative solutions.
• Impact the achievement of customer, operational, project, and service objectives.

Requirements

• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.
• Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide sensitive or complex situations through to resolution.
• Specialized depth and/or breadth of expertise within the role, with the ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• Minimum of 8–12 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.
• Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.