Portfolio Advisor - Wealth Management & Client Impact

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

Benefits offered by this job

401k and pension

Health insurance

Paid time off

Parental leave

Caregiver leave

Life insurance

Discretionary bonus (equity)

Job summary

Northern Trust in San Diego seeks an experienced investment professional to manage investment activities for major fee accounts, including trusts and portfolios. You will work with Investment Advisors to align strategies with client needs and coordinate with the broader client service team.

The candidate should bring 2–4 years in investment services, strong analytical skills, and the ability to mentor junior staff while adhering to risk guidelines and best practices.

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles.
• Analytical and interpretive skills to understand client needs within investment strategies.
• In-depth conceptual and practical knowledge in own job discipline.

Responsibilities

• Manages investment activities for a growing set of major fee revenue producing accounts.
• Assists in development and recommendations to achieve investment objectives for specific individual clients.
• Collaborates with Investment Advisors to refine investment strategy and adapt to changing goals.
• Builds strong relationships with local client teams, co-trustees, consultants and attorneys to align portfolio activity.
• Continuously expands proficiency with new investment strategies, tools and research.
• Provides high-level support to Investment Advisory and mentors Associates; utilizes CRA, Wealthbench, GPS and WM Alternatives.
• Adheres to best practices and contributes to national initiatives and reporting.
• Collaborates with manager on initiatives, new capability rollouts and required training.
• Provides feedback to leadership on improvements and changes.

Skills

Investment knowledge

Portfolio management

Analytical skills

Mentoring

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

Northern Trust in San Diego seeks an experienced investment professional to manage investment activities for major fee accounts, including trusts and portfolios. You will work with Investment Advisors to align strategies with client needs and coordinate with the broader client service team.

The candidate should bring 2–4 years in investment services, strong analytical skills, and the ability to mentor junior staff while adhering to risk guidelines and best practices.