Senior Portfolio Advisor II

Northern Trust
Atlanta
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 15+ yearsSkills: ["Communication","Leadership","Relationship management","Client advisory","Problem-solving"]

Senior Portfolio Advisor II responsible for managing complex, high net worth portfolios, delivering goals-based investment programs, advising clients, and leading market initiatives. Focus on alignment with investment standards, risk controls, and collaboration with wealth management teams; role emphasizes business development, thought leadership, and governance within a National Investment framework.

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FursaFursa
Northern Trust
Northern Trust
3 months ago

Senior Portfolio Advisor II

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Last checked: 4 hours agoStatus: Live

Job Summary

Senior Portfolio Advisor II responsible for managing complex, high net worth portfolios, delivering goals-based investment programs, advising clients, and leading market initiatives. Focus on alignment with investment standards, risk controls, and collaboration with wealth management teams; role emphasizes business development, thought leadership, and governance within a National Investment framework.
Location: Atlanta
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 with high net worth portfolios and trusts.
  • •Provide bespoke investment programs using a goals-based approach and communicate complex investment concepts clearly to clients.
  • •Lead business development activities to grow market presence and generate new client opportunities.
  • •Demonstrate mastery of investment strategies, tools, and portfolio construction through ongoing collaboration with wealth management teams.
  • •Serve on committees and lead projects that contribute to risk management, governance, and thought leadership within the practice.

Key Requirements

  • •Minimum 15 years of investment experience and demonstrated long-term investment performance
Experience:15+ yearsWealth managementFinanceInvestment management
Skills:CommunicationLeadershipRelationship managementClient advisoryProblem-solving

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