Portfolio Advisor

About the Role Portfolio Advisor at Northern Trust leads investment activities for major fee revenue-producing accounts, including large and complex high-net-worth trusts and portfolios, and develops investment programs aligned with client objectives. The role requires close collaboration with the broader client service team and other stakeholders to deliver tailored investment solutions and maintain proactive client engagement.

What You'll Do

• Manage investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
• Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs, working closely with the broader client service team to identify opportunities.
• Maintain 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 coordinate portfolio activity.
• Consistently demonstrate mastery 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.
• Engage 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.
• Provide 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.
• Leads others to solve complex problems.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.
• Impacts the achievement of customer, operational, project or service objectives.

What We're Looking For

• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces; required to manage portfolios.
• Decision making, sales, and negotiating skills to contribute to revenue generation and guide sensitive or difficult situations through to agreement.
• Requires specialized depth/breadth of expertise in own job discipline or field.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.
• Experience: Minimum 8 to 12 years of investment experience, including research, with consistent long-term investment performance; may lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.