About this role
Associate Portfolio Advisor
locations
Houston, TX
time type
Full time
posted on
Posted Today
job requisition id
R159227
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties :
- Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input.
- Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
- Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
- Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
- Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
- Provides high level support to the Investment Advisory team. Demonstrates mastery level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates.
- Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
- Works with manager to understand how to personally contribute towards the 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 pe