Senior Portfolio Advisor II

Northern Trust
United States
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 12+ yearsEducation: bachelorsSkills: ["Client-facing communication","Relationship-building","Collaboration","Risk awareness","Judgment"]

Advise high-net-worth individuals and families with complex investment needs by leading portfolio strategy and management. Translate market insights into clear, goals-aligned guidance, monitor evolving markets and client objectives, and oversee portfolios with strong risk awareness. Build credibility through high-quality advice and consistent execution, collaborate with relationship managers and specialists, and support business growth by identifying opportunities and deepening client engagement.

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FursaFursa
Northern Trust
Northern Trust
6 days ago

Senior Portfolio Advisor II

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Last checked: 29 minutes agoStatus: Live

Job Summary

Advise high-net-worth individuals and families with complex investment needs by leading portfolio strategy and management. Translate market insights into clear, goals-aligned guidance, monitor evolving markets and client objectives, and oversee portfolios with strong risk awareness. Build credibility through high-quality advice and consistent execution, collaborate with relationship managers and specialists, and support business growth by identifying opportunities and deepening client engagement.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Lead portfolio strategy and management for complex clients, managing and overseeing investment portfolios with strong judgment and risk awareness.
  • •Provide thoughtful, goals-aligned investment advice by translating market insights and portfolio strategy into actionable guidance.
  • •Adapt portfolio strategies as markets and client needs evolve by staying current on markets, tools, and trends.
  • •Build strong relationships through investment expertise by establishing credibility with clients and partners via high-quality advice and consistent execution.
  • •Support business growth and client engagement by contributing to new opportunities and sharing insights to strengthen team delivery for clients.

Key Requirements

  • •12+ years of investment management experience with a strong record of results.
  • •Advising high-net-worth and ultra-high-net-worth clients on complex investment needs, including investment strategy, portfolio construction, and financial markets.
  • •Ability to translate complex market and portfolio concepts into clear, client-facing advice.
  • •Education: a college or university degree is required/preferred.
  • •Strong collaborative communication and relationship-building skills to explain investment strategies and recommendations.
Experience:12+ yearsHigh-net-worthUltra-high-net-worthInvestment managementWealth management
Education:Bachelor's
Skills:Client-facing communicationRelationship-buildingCollaborationRisk awarenessJudgment

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-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
Glassdoor: 3.9
WebsiteLinkedIn