Senior Portfolio Advisor II

Northern Trust
Miami
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 15+ yearsSkills: ["Professionalism","Accountability","Adaptability","Client communication","Analytical thinking"]

Manage and oversee investment activities for a defined set of complex, high-net-worth client portfolios, serving as a senior investment advisor. Use a goals-based approach to develop and direct bespoke investment programs, continually refine strategy as objectives change, and deliver clear, advice-driven client guidance. Contribute to market growth through new business generation and relationship building, while ensuring strong risk management, governance, and thought leadership within Wealth and Asset Management teams.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
1 month ago

Senior Portfolio Advisor II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Manage and oversee investment activities for a defined set of complex, high-net-worth client portfolios, serving as a senior investment advisor. Use a goals-based approach to develop and direct bespoke investment programs, continually refine strategy as objectives change, and deliver clear, advice-driven client guidance. Contribute to market growth through new business generation and relationship building, while ensuring strong risk management, governance, and thought leadership within Wealth and Asset Management teams.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for complex, high-net-worth portfolios and major fee revenue accounts.
  • •Develop and direct goals-based programs to achieve bespoke client investment objectives.
  • •Analyze and plan overall investment strategy, revising as goals change and coordinating with the client service team.
  • •Deliver proactive, advice-driven client service by communicating complex investment concepts clearly.
  • •Contribute to business development by generating new business and cultivating relationships with referral sources and clients, while supporting risk governance and execution.

Key Requirements

  • •Minimum 15 years of investment experience, with demonstrated long-term investment performance meeting objectives.
  • •Strong investment judgment with advanced portfolio management and client advisory skills.
  • •Ability to manage complex high-net-worth client relationships and deliver tailored investment solutions aligned to client goals.
  • •Knowledge of investment and portfolio management theory, financial principles, and investment strategies/instruments.
  • •Demonstrated ability to contribute to business growth through new client acquisition and relationship expansion.
Experience:15+ years
Skills:ProfessionalismAccountabilityAdaptabilityClient communicationAnalytical thinking

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
Glassdoor: 3.9
WebsiteLinkedIn