Sr 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, Northern Trust is guided by three Principles That Endure: Service, Expertise, and Integrity. These principles are reflected in the firm's commitment to its partners and the communities it serves.

Major Duties

• Manages investment activities for a full set of major fee revenue-producing accounts, representing high-net-worth personal trusts and individual investment portfolios.
• 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 as necessary based on changing goals and objectives and client needs.
• 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 communication of client requirements and portfolio activity coordination.
• Consistently demonstrates mastery with new investment strategies, tools, and capabilities, and portfolio research and investment methodologies through regular engagement with the National Investment and Goals-Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
• 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.

Skills

• Knowledge of investment and portfolio management theory, accounting, and financial principles.
• Ability to analyze and plan investment strategies.
• Experience managing portfolios and achieving investment objectives.
• Decision-making, sales, and negotiation skills.
• Specialized depth and breadth of expertise in investment disciplines.
• Interpretation of internal/external business challenges and recommendations for best practices.
• Communication and problem-solving skills to address complex issues and negotiate with stakeholders.

Benefits

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. A discretionary bonus program with an equity component is also provided.

Pay

The salary range for this position is $189,290 - 331,200 USD. Northern Trust does not sponsor applicants for U.S. work visas for this opportunity.