Northern Trust

3 weeks ago

Senior Portfolio Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Manage investment activities across fee-producing portfolios for large, sensitive high-net-worth trust and individual accounts. Develop and direct client-specific programs to achieve investment objectives, continually revising strategy as goals evolve. Partner closely with the client service team and legal/attorney stakeholders to coordinate portfolio activity, and demonstrate mastery of new investment strategies, tools, and methodologies through national practices. Lead complex problem-solving and help drive customer, operational, and service objectives.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for major fee revenue-producing accounts, typically involving large and sensitive high net worth personal trusts and complex portfolios.
•Develop, recommend, and direct execution of programs designed to achieve individual client investment objectives.
•Analyze and plan overall investment strategy, continuously revising it as client goals and objectives change in partnership with the client service team.
•Maintain an influential presence with clients and related stakeholders to ensure coordination and communication of client requirements.
•Demonstrate mastery with new investment strategies, tools, and capabilities, support initiatives/training, and adhere to investment guidelines and sound risk management practices.

Key Requirements

•Minimum 8–12 years of investment experience, including research, with consistent long-term investment performance meeting stated objectives.
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies/instruments, and marketplace characteristics.
•Demonstrated decision-making, sales, and negotiation skills to generate revenue and resolve sensitive or complex situations.
•Ability to communicate complex concepts and influence others to adopt a different point of view.
•Advanced educational and professional designations; CFA strongly preferred.

Experience:8-12 years

Education:Certification / Diploma

Skills:Decision-makingSalesNegotiationCommunicationProblem-solving

Certifications:CFA

Eligibility

Visa:H1BL1TNO-1E-3H1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

3 weeks ago

Senior Portfolio Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for major fee revenue-producing accounts, typically involving large and sensitive high net worth personal trusts and complex portfolios.
•Develop, recommend, and direct execution of programs designed to achieve individual client investment objectives.
•Analyze and plan overall investment strategy, continuously revising it as client goals and objectives change in partnership with the client service team.
•Maintain an influential presence with clients and related stakeholders to ensure coordination and communication of client requirements.
•Demonstrate mastery with new investment strategies, tools, and capabilities, support initiatives/training, and adhere to investment guidelines and sound risk management practices.

Key Requirements

•Minimum 8–12 years of investment experience, including research, with consistent long-term investment performance meeting stated objectives.
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies/instruments, and marketplace characteristics.
•Demonstrated decision-making, sales, and negotiation skills to generate revenue and resolve sensitive or complex situations.
•Ability to communicate complex concepts and influence others to adopt a different point of view.
•Advanced educational and professional designations; CFA strongly preferred.

Experience:8-12 years

Education:Certification / Diploma

Skills:Decision-makingSalesNegotiationCommunicationProblem-solving

Certifications:CFA

Eligibility

Visa:H1BL1TNO-1E-3H1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn