Investment Portfolio Advisor: Client Impact & Growth

001 The Northern Trust Company; San Diego (CA); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Medical, dental, vision benefits

Paid time off

Parental and caregiver leave

Discretionary bonus program

Job summary

The Northern Trust Company is seeking a seasoned investment professional in the United States to manage investment activities for major fee-revenue accounts and coordinate with advisors and client teams. This role emphasizes delivering tailored portfolios and advancing investment objectives in collaboration with the broader Wealth and Asset Management group.

While leading a local client-facing effort, you will mentor junior staff, apply advanced research tools, and contribute to capability

Qualifications

• Knowledge of investment and portfolio management theory and instruments.
• Experience managing fee-based accounts and portfolios.
• Ability to collaborate with Investment Advisors and cross-functional teams.

Responsibilities

• Manage investment activities for major fee revenue accounts.
• Provide input on investment strategy and revisions.
• Develop an influential presence with the local client-facing team and stakeholders.
• Mentor Investment Associates and support the Investment Advisory team.
• Ensure adherence to investment guidelines and risk controls.

Skills

Investment management

Portfolio management

Client relationship management

Mentoring

Analytical skills

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

The Northern Trust Company is seeking a seasoned investment professional in the United States to manage investment activities for major fee-revenue accounts and coordinate with advisors and client teams. This role emphasizes delivering tailored portfolios and advancing investment objectives in collaboration with the broader Wealth and Asset Management group.

While leading a local client-facing effort, you will mentor junior staff, apply advanced research tools, and contribute to capability