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About the Role

The Sr. Portfolio Advisor manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team. They also substantially contribute to the growth of the market by generating and supporting new business activities.

Responsibilities

Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team.
Is directly responsible for hitting a specific sales target.
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 and proactively with the broader client service team to identify and execute on areas of opportunity.
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.
Actively 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.
Provide continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
Adhere 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.

Requirements

10+ years of investment management experience, which may include research, in which consistent long term investment performance has met objectives.
Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.
Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
Technical expertise with a broad range of investment solutions.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
Requires specialized depth and/or 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.
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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Skills

Investment management
Research
Decision making
Sales
Negotiating
Wealth Management
Investment solutions
Investment strategies
Portfolio management
Accounting principles
Financial principles
Investment instruments
Marketplace characteristics

Location

Worldwide

Work Type

Full-time

Experience Level

Senior

Education Level

MBA and/or CFA, CFP, CIMA, CPWA and CAIA are highly preferred.

Salary/Compensations

$189,290 - 331,200 USD

Benefits

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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component.

About the Company

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.
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.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
Looking for greater? You found it.
A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals.
Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Equal Opportunity

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.
Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.
All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.
This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Northern Trust is an Equal Opportunity Employer.
Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.