Senior Portfolio Advisor II

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 company's business conduct, instilled in its partners, and extended to clients and communities worldwide.

Senior Portfolio Advisor Role

The Senior Portfolio Advisor manages a full set of fee-producing investment accounts, typically for large and sensitive personal trusts and individual investors with complex needs. This role requires proficiency in utilizing and executing the Goals-Driven client experience, emerging technology, investment methodologies, and a wide range of investment solutions, often collaborating with the broader client service team.

What You’ll Do

• Manage investment activities for major fee-producing accounts, focusing on large and sensitive personal trusts and individual 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 a key presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication and portfolio activity coordination.
• Demonstrate mastery in new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through regular engagement 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 exercise judgment and identify innovative solutions.
• Impact the achievement of customer, operational, project, and service objectives.

What Will Make You Successful in the Role

• 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.
• Ability to communicate complex concepts and influence others to adopt a different point of view.
• Minimum of 10-15 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.
• Advanced educational and professional designations. CFA strongly preferred.