Portfolio Advisor, Wealth Management & Client Strategy

ntrs

Houston (TX)

On-site

USD 90,000 - 130,000

Full time

6 days ago

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Job summary

Northern Trust in Houston, TX seeks an experienced investment professional to manage a growing set of fee-based accounts, including personal trusts and portfolios. The role collaborates with Investment Advisors to refine strategies and execute opportunities while coordinating with the client-service team.

You will leverage knowledge of investment theory, portfolio management, and financial principles to meet client objectives and drive performance.

Qualifications

Knowledge of investment and portfolio management theory, accounting and financial principles.
Analytical and interpretive skills to understand client needs.
In-depth knowledge of own job discipline.
Minimum 2–4 years of investment experience in investment services.

Responsibilities

Manages investment activities for major fee revenue accounts with moderate size/complexity and some oversight.
Develops recommendations to meet investment objectives for specific clients.
Collaborates with Investment Advisors to align with overall strategy and client needs.
Builds relationships with local client teams, co-trustees, and external counsel to communicate requirements.
Keeps up with new investment strategies, tools, and research methodologies.
Provides high-level support to Investment Advisory using tools like CRA, Wealthbench, GPS, WM Alternatives.
Mentors Investment Associates and adheres to best practices per dashboards and reports.
Contributes to initiatives, new capability rollouts, and trainings.
Offers feedback on national initiatives and risk management practices.
Follows National Investment Guidelines and REV peer review guidance.