Sr. 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 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 large and sensitive high net worth personal trusts and individual investment portfolios.
• Develops, recommends, and directs the execution of programs 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 influential presence within the local client-facing team, communicating client requirements and coordinating portfolio activities.
• Demonstrates mastery in new investment strategies, tools, and capabilities, engaging with national investment and goals-driven wealth management practices.
• Engages in thought leadership through publications, educational opportunities, and practice-hosted symposiums and events.
• Adheres to best practices as measured by the PM Dashboard and related reporting.
• Executes initiatives, new capability rollouts, and required training.
• Provides continuous feedback on areas for improvement to leadership.
• Serves on standing investment services committees and participates in special projects as needed.
• 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 is required. Decision-making, sales, and negotiating skills are also necessary to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement. Specialized depth and/or breadth of expertise in own job discipline or field is required.

Experience

A minimum of 8 to 12 years of investment experience, which may include research, is required. This experience should demonstrate consistent long-term investment performance meeting objectives. Leadership of functional teams or projects with moderate resource requirements, risk, and/or complexity may be expected.

Benefits

Comprehensive benefits package includes 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.