Northern Trust

4 weeks ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Portfolio Advisor manages fee-producing investment accounts for small to mid-sized personal trust relationships and individual investors, developing and executing investment strategies with support from a client service team. The role emphasizes investment knowledge, client collaboration, and continuous growth through new capabilities and guidelines to meet client objectives.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage investment activities for an assigned account base of fee-revenue producing accounts, representing small to mid-sized personal trust relationships and individual portfolios mid-range in size and complexity within the market.
•Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients.
•Analyze and manage overall investment strategies with continuous revision as client goals and objectives change, working closely with the broader client service team.
•Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity.
•Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.

Key Requirements

•Minimum of 6–8 years of investment experience
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments
•Demonstrated decision‑making, sales, and negotiation skills to contribute to market revenue generation
•Ability to act as a resource for colleagues with less experience
•Strong communication and collaboration with the client service team and outside parties

Experience:6-8 yearsWealth managementFinancial servicesInvestment management

Skills:CommunicationNegotiationAnalytical thinkingTeamworkClient relations

Eligibility

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

4 weeks ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage investment activities for an assigned account base of fee-revenue producing accounts, representing small to mid-sized personal trust relationships and individual portfolios mid-range in size and complexity within the market.
•Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients.
•Analyze and manage overall investment strategies with continuous revision as client goals and objectives change, working closely with the broader client service team.
•Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank’s legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity.
•Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.

Key Requirements

•Minimum of 6–8 years of investment experience
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments
•Demonstrated decision‑making, sales, and negotiation skills to contribute to market revenue generation
•Ability to act as a resource for colleagues with less experience
•Strong communication and collaboration with the client service team and outside parties

Experience:6-8 yearsWealth managementFinancial servicesInvestment management

Skills:CommunicationNegotiationAnalytical thinkingTeamworkClient relations

Eligibility

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