Senior Portfolio Advisor II

About the Role

Senior Portfolio Advisor II at Northern Trust manages a full set of fee-producing investment accounts for large and sensitive high net worth client relationships, combining technical investment expertise with a broad range of solutions. The role emphasizes Goals-Driven client experience, emerging technology capabilities, and collaboration with the broader client service team to meet client objectives. 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 the market.
• Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyze and plan overall investment strategy with continuous revision as client goals and objectives change, working closely and proactively with the broader client service team to identify and execute areas of opportunity aligned with client needs.
• Maintain an integral and influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure communication of client requirements and coordination of portfolio activity.
• Demonstrate mastery with 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 performance metrics. What We're Looking For
• Proficiency and continuous growth in the utilization and execution of Goals-Driven client experience.
• Proficiency with emerging technology capabilities as applied to investment management.
• Proficiency in investment methodologies and the full suite of investment solutions, delivered in coordination and collaboration with the broader client service team.
• Ability to coordinate and collaborate effectively with the broader client service team to meet client needs. Nice to Have Compensation & Benefits